Automatisation Odoo avec n8n : création d'opportunités de vente
Ce workflow n8n a pour objectif d'automatiser la création d'opportunités de vente à partir d'emails reçus dans Gmail. Dans un contexte commercial où chaque opportunité compte, ce processus permet aux équipes de vente de gagner un temps précieux en transformant automatiquement les emails pertinents en opportunités dans Odoo. Cela est particulièrement utile pour les entreprises qui reçoivent un volume élevé d'emails et souhaitent ne pas laisser passer des leads potentiels. Le workflow commence par un déclencheur basé sur les emails reçus avec un label spécifique dans Gmail. Ensuite, le contenu de l'email est résumé à l'aide d'un modèle OpenAI, permettant de capturer les informations essentielles sans avoir à lire chaque message en détail. Après cela, une nouvelle opportunité est créée dans Odoo avec les informations résumées. Ce processus simplifie la gestion des leads et améliore l'efficacité des équipes commerciales. En intégrant cette automatisation n8n, les entreprises peuvent réduire le risque de perdre des opportunités de vente et augmenter leur taux de conversion, tout en optimisant leur temps de travail.
Workflow n8n Odoo, Gmail, vente : vue d'ensemble
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Workflow n8n Odoo, Gmail, vente : détail des nœuds
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"meta": {
"instanceId": "d40a25503b797861fe81ffcf2649da2a83b8677ac1ef2ee6b6872aa9b52454b8",
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"name": "Save New Sales Opportunities",
"tags": [],
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{
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"name": "Odoo - Create Opportunity",
"type": "n8n-nodes-base.odoo",
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"parameters": {
"resource": "opportunity",
"opportunityName": "={{ $('Received Emails with Sales Label').item.json.headers.subject }}",
"additionalFields": {
"email_from": "={{ $('Received Emails with Sales Label').item.json.from.value[0].address }}",
"description": "={{ $json.response.text }}"
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"name": "Odoo account"
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"content": "## Summarize emails and save them as notes on sales opportunity in Odoo\n\nSet up steps:\n* Configure Google Cloud credentials with Gmail access\n* Configure OpenAI credentials\n* Configure Odoo credentials\n "
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"summarizationMethodAndPrompts": {
"values": {
"prompt": "=Write a concise summary of the following sales inquiry:\n\" {{ $json.text }}\"\nInclude structured information such as project budget, timelines, industry and a general summary\n\nCONCISE SUMMARY: \n",
"combineMapPrompt": "=Write a concise summary of the following sales inquiry:\n\"{{ $json.text }}\"\nExtract information such as project budget, timelines and a general summary.\n\nCONCISE SUMMARY: \n"
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"Summarize Email Content": [
{
"json": {
"response": {
"text": "Mihai Farcas, Procurement Manager at Innovative Solutions Inc, is interested in incorporating CloudConnect Pro platform into their upcoming projects. They are impressed by its capabilities in cloud integration, data management, and flexibility. They request detailed information on pricing, implementation options, support services, and case studies for enterprise-level deployments. They are eager to learn more and hope for a mutually beneficial partnership. "
}
}
}
],
"Received Emails with Sales Label": [
{
"json": {
"id": "1903f41a3a4813f4",
"to": {
"html": "<span class=\"mp_address_group\"><span class=\"mp_address_name\">Mihai Farcas</span> <<a href=\"mailto:farcasmihai91@gmail.com\" class=\"mp_address_email\">farcasmihai91@gmail.com</a>></span>",
"text": "\"Mihai Farcas\" <farcasmihai91@gmail.com>",
"value": [
{
"name": "Mihai Farcas",
"address": "farcasmihai91@gmail.com"
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"date": "2024-06-22T09:23:01.000Z",
"from": {
"html": "<span class=\"mp_address_group\"><span class=\"mp_address_name\">Mihai Farcas</span> <<a href=\"mailto:contact@mihai.ltd\" class=\"mp_address_email\">contact@mihai.ltd</a>></span>",
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"html": "<div dir=\"ltr\"><p>Dear Alex,</p><p>I hope this email finds you well.</p><p>My name is Mihai Farcas, and I'm the Procurement Manager at Innovative Solutions Inc. We are a leading provider of cutting-edge technological solutions for businesses across various industries.</p><p>I'm reaching out to you today to express our strong interest in your company's CloudConnect Pro platform. We've been thoroughly impressed by its capabilities in cloud integration, data management, and overall flexibility. Our research indicates that it could be an excellent fit for our clients' needs, particularly in the areas of streamlining workflows and enhancing data accessibility.</p><p>We are currently exploring the possibility of incorporating CloudConnect Pro into our upcoming projects. To this end, we would appreciate it if you could provide us with detailed information on pricing, implementation options, and support services for enterprise-level deployments. Additionally, any case studies or testimonials from companies similar to ours would be most welcome.</p><p>Given the urgency of our projects, a prompt response would be greatly appreciated. We are eager to learn more about how CloudConnect Pro can contribute to our success and look forward to the possibility of a mutually beneficial partnership.</p><p>Thank you for your time and consideration.</p><p><br></p><p>Sincerely,</p><p>Mihai Farcas</p><p>Procurement Manager</p><p>Innovative Solutions Inc.</p></div>\n",
"text": "Dear Alex,\n\nI hope this email finds you well.\n\nMy name is Mihai Farcas, and I'm the Procurement Manager at Innovative\nSolutions Inc. We are a leading provider of cutting-edge technological\nsolutions for businesses across various industries.\n\nI'm reaching out to you today to express our strong interest in your\ncompany's CloudConnect Pro platform. We've been thoroughly impressed by its\ncapabilities in cloud integration, data management, and overall\nflexibility. Our research indicates that it could be an excellent fit for\nour clients' needs, particularly in the areas of streamlining workflows and\nenhancing data accessibility.\n\nWe are currently exploring the possibility of incorporating CloudConnect\nPro into our upcoming projects. To this end, we would appreciate it if you\ncould provide us with detailed information on pricing, implementation\noptions, and support services for enterprise-level deployments.\nAdditionally, any case studies or testimonials from companies similar to\nours would be most welcome.\n\nGiven the urgency of our projects, a prompt response would be greatly\nappreciated. We are eager to learn more about how CloudConnect Pro can\ncontribute to our success and look forward to the possibility of a mutually\nbeneficial partnership.\n\nThank you for your time and consideration.\n\n\nSincerely,\n\nMihai Farcas\n\nProcurement Manager\n\nInnovative Solutions Inc.\n",
"headers": {
"to": "To: Mihai Farcas <farcasmihai91@gmail.com>",
"date": "Date: Sat, 22 Jun 2024 12:23:01 +0300",
"from": "From: Mihai Farcas <contact@mihai.ltd>",
"subject": "Subject: Urgent Inquiry for CloudConnect Pro Integration",
"message-id": "Message-ID: <CAGDzDQR5BWWjU40G26dg4AZuiMKZ5b0GtdUyn-2FbfMFs2yJwg@mail.gmail.com>",
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"messageId": "<CAGDzDQR5BWWjU40G26dg4AZuiMKZ5b0GtdUyn-2FbfMFs2yJwg@mail.gmail.com>",
"textAsHtml": "<p>Dear Alex,</p><p>I hope this email finds you well.</p><p>My name is Mihai Farcas, and I'm the Procurement Manager at Innovative<br/>Solutions Inc. We are a leading provider of cutting-edge technological<br/>solutions for businesses across various industries.</p><p>I'm reaching out to you today to express our strong interest in your<br/>company's CloudConnect Pro platform. We've been thoroughly impressed by its<br/>capabilities in cloud integration, data management, and overall<br/>flexibility. Our research indicates that it could be an excellent fit for<br/>our clients' needs, particularly in the areas of streamlining workflows and<br/>enhancing data accessibility.</p><p>We are currently exploring the possibility of incorporating CloudConnect<br/>Pro into our upcoming projects. To this end, we would appreciate it if you<br/>could provide us with detailed information on pricing, implementation<br/>options, and support services for enterprise-level deployments.<br/>Additionally, any case studies or testimonials from companies similar to<br/>ours would be most welcome.</p><p>Given the urgency of our projects, a prompt response would be greatly<br/>appreciated. We are eager to learn more about how CloudConnect Pro can<br/>contribute to our success and look forward to the possibility of a mutually<br/>beneficial partnership.</p><p>Thank you for your time and consideration.</p><p>Sincerely,</p><p>Mihai Farcas</p><p>Procurement Manager</p><p>Innovative Solutions Inc.</p>",
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}Workflow n8n Odoo, Gmail, vente : pour qui est ce workflow ?
Ce workflow s'adresse aux équipes commerciales et aux responsables de vente dans les PME et les grandes entreprises qui utilisent Odoo pour gérer leurs opportunités. Un niveau technique intermédiaire est recommandé pour la mise en place et la personnalisation de ce workflow.
Workflow n8n Odoo, Gmail, vente : problème résolu
Ce workflow résout le problème de la gestion manuelle des opportunités de vente en automatisant le processus de création d'opportunités à partir d'emails. Il élimine les frustrations liées à la perte de leads potentiels et réduit le temps que les équipes commerciales passent à trier et analyser les emails. Grâce à cette automatisation, les utilisateurs peuvent se concentrer sur la conversion des leads en clients, augmentant ainsi leur efficacité et leur productivité.
Workflow n8n Odoo, Gmail, vente : étapes du workflow
Étape 1 : Le workflow est déclenché par la réception d'emails avec un label de vente dans Gmail.
- Étape 1 : Le contenu de l'email est ensuite traité par un modèle OpenAI pour en extraire les informations clés.
- Étape 2 : Ces informations sont résumées pour faciliter leur utilisation.
- Étape 3 : Une nouvelle opportunité est créée dans Odoo avec les données résumées, permettant ainsi un suivi efficace des leads.
Workflow n8n Odoo, Gmail, vente : guide de personnalisation
Pour personnaliser ce workflow, vous pouvez modifier le label Gmail utilisé pour déclencher le processus, ainsi que les paramètres du modèle OpenAI pour ajuster le niveau de détail du résumé. Il est également possible de personnaliser les champs de l'opportunité dans Odoo en fonction des besoins spécifiques de votre entreprise. Assurez-vous de sécuriser le flux en utilisant des clés API appropriées pour Odoo et Gmail. Vous pouvez également envisager d'ajouter des étapes supplémentaires pour notifier les équipes via Slack ou un autre outil de communication.