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How to connect Gmail and Odoo
Create a New Scenario to Connect Gmail and Odoo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Gmail, triggered by another scenario, or executed manually (for testing purposes). In most cases, Gmail or Odoo will be your first step. To do this, click "Choose an app," find Gmail or Odoo, and select the appropriate trigger to start the scenario.
Add the Gmail Node
Select the Gmail node from the app selection panel on the right.
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Add the Odoo Node
Next, click the plus (+) icon on the Gmail node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
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Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the Gmail and Odoo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Gmail and Odoo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Gmail, Odoo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Gmail and Odoo integration works as expected. Depending on your setup, data should flow between Gmail and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Gmail and Odoo
Gmail + Odoo + Slack: When a new email arrives in Gmail, a new CRM lead is created in Odoo, and a notification is sent to a Slack channel to alert the sales team.
Odoo + Google Calendar + Gmail: When a new CRM lead is created in Odoo, a Google Calendar event is created. A confirmation email is then sent to the customer via Gmail.
Gmail and Odoo integration alternatives
About Gmail
Automate email tasks within Latenode. Send, receive, and manage Gmail messages as part of larger workflows. Automatically extract data from emails to update databases or trigger actions in other apps. Integrate Gmail with AI tools for content analysis or with CRMs to automate lead nurturing. Latenode's visual editor makes it easy to build scalable email automation without coding.
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About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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FAQ Gmail and Odoo
How can I connect my Gmail account to Odoo using Latenode?
To connect your Gmail account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Gmail and click on "Connect".
- Authenticate your Gmail and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from new Gmail emails?
Yes, you can! Latenode's visual editor makes it simple to create workflows that automatically generate Odoo leads from new Gmail messages, streamlining your sales process.
What types of tasks can I perform by integrating Gmail with Odoo?
Integrating Gmail with Odoo allows you to perform various tasks, including:
- Create new Odoo tasks from starred emails in Gmail.
- Send automated email confirmations from Gmail for new Odoo sales orders.
- Update Odoo contact information based on Gmail signature details.
- Archive Gmail messages automatically after creating corresponding Odoo records.
- Trigger Odoo actions based on email content analysis using Latenode's AI blocks.
HowsecureisGmailintegrationwithOdooonLatenodegivenaccesspermissions?
Latenode uses secure OAuth authentication. You control granular permissions for Gmail and Odoo, ensuring data privacy and secure access, minimizing risks.
Are there any limitations to the Gmail and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachment size limits apply due to Gmail API constraints.
- Rate limits imposed by Gmail and Odoo may affect high-volume workflows.
- Complex data transformations may require JavaScript coding within Latenode.
