Save New Sales Opportunities
Turns every fresh inbound Gmail enquiry into an Odoo CRM lead and pings the sales rep on WhatsApp with the prospect's details.
Use this templateWhy use it
Inbound enquiries land in a shared Gmail inbox and sit there. Someone eventually copies the name, email and message into Odoo by hand — or forgets, and the lead is never logged at all. Meanwhile the rep who could have called back in five minutes doesn't know the enquiry exists until they next open their mail, and by then the prospect has already heard back from a competitor. Every manual re-type is a chance to lose the address, mistype the company, or double-enter the same person twice.
How it works
- 1A new email arriving in the connected Gmail inbox starts the run, so every fresh enquiry is picked up as it lands rather than whenever someone gets round to checking the mailbox.
- 2A lead record is created in Odoo CRM using the details from that email — the sender, the subject line and the body of their message — so the enquiry exists in your pipeline with a proper owner and stage instead of only in an inbox.
- 3The sales rep gets a WhatsApp message, sent through WhatsScale from your own WhatsApp number, carrying the prospect's details so they can read the enquiry and call back from their phone without opening the CRM first.
What it connects
- Gmail
- Odoo
- WhatsScale
Questions
Will this create a lead from every single email, including newsletters and replies?
The trigger fires on new mail in the inbox you connect, so point it at the address enquiries actually arrive on — a dedicated sales or contact mailbox — rather than a personal inbox full of threads and marketing mail. You can also narrow it with a Gmail label or filter so only mail matching your criteria starts a run.
Which Odoo fields does the lead get filled in with?
The mapping is yours to edit on the Odoo step. Typically the sender's name and address go to the contact fields, the subject becomes the opportunity name, and the message body goes into the description or internal note. Any field your Odoo CRM model exposes can be set, including salesperson, team, tag or source so the lead lands in the right place.
Can the WhatsApp alert go to more than one rep, or to a group?
Yes. The message step takes the recipient number you configure, so you can send to a single rep on rotation, or duplicate the step to notify a second person such as a sales manager. Many teams point it at a shared internal number the whole desk watches.
What happens if the same prospect emails twice?
As written, each new email creates its own Odoo lead, so a follow-up message from the same person will produce a second record. If that matters, add a lookup or de-duplication check before the create step, or rely on Odoo's own merge tools to tidy duplicates in the pipeline.
Do I need a WhatsApp Business API approval to send the notification?
No. WhatsScale connects the WhatsApp number you already use, so there's no application process or waiting period before the alerts start going out to your reps.
How fast does the rep hear about a new enquiry?
The run starts when the mail is detected in the inbox, and the lead creation and the WhatsApp message follow immediately after, so in practice the rep's phone buzzes within a minute or two of the prospect hitting send.