Have you ever thought of the easiest way to move a prospect to the lead funnel from Gmail? We might have one for you!
There are many Odoo Email Integration and Connectors available in the market. But here’s how Odoo Gmail Add-on differs from others.
The default Odoo functionality allows you to generate leads directly from the email. But the custom Odoo Gmail add-on is designed to increase the capability of existing functions.
Let’s consider a scenario:
A salesperson receives and sends hundreds of emails every day to approach new clients and bring new lead opportunities. Every time they approach a client or vice-versa, they will have to go to their CRM software or, in this case, Odoo to record it as a lead. They will have to repeat the same process for every prospect they think could be added to their lead funnel.
Considering the default function of Odoo Lead Generation, it will convert every incoming email to a lead. However, not every email is a genuine prospect or lead. Emails could range between promotional or sales conversations with existing clients and genuine prospects.
If we consider the default Odoo Gmail integration, it will convert every promotional and conversational email to a lead, creating havoc for the salesperson. They will have to filter the data even after having it synced.
Custom Odoo E-mail Integration for Google to Accumulate Genuine Leads
Upon installing the custom Odoo Gmail Add-on, the salesperson can directly convert an email to a lead from Gmail itself.
As soon as the salesperson finds the email and prospect to be interested, they can gather information and fill it in the Odoo CRM. This will also help to reduce the Odoo Database size and bifurcate the essential emails.
Here’s how one can utilize Odoo Gmail Add-on:
- Install the Add-on in Gmail
- Open any email received from the client.
- Provide authorization to the Gmail account.
- Connect your Odoo Database.
- The details for the Lead will be automatically fetched in Odoo, and one can add notes for it.
- This Lead will be created in Odoo, and the whole email chat will be linked in the chatter.
- Furthermore, the salesperson can manage follow-ups and other important conversations directly through Odoo.
- If they maintain their chat on Gmail, those trailing emails will be synced in Odoo.
Please note, this can only work with the Gmail account of the organization.
If you are looking forward to an efficient way of managing your leads and emails on Gmail, we are just a few taps away.
Schedule a live demo of Odoo Gmail Integration with our consultants.
