Automatically Track Odoo Leads in Google Sheets 📊

Table of Contents

🧩 Essentials
🎨 Make It Yours
⚙️ How to Automatically Track Odoo Leads in Google Sheets
Step 3: Extract Response Data (AI Wizard by Workload)
Step 5: Add a New Action Step to Automatically Track Odoo Leads (Google Sheets)
⚡ Power-Up: Track Odoo Leads in Google Sheets as Part of a Larger Automation
🧠 Learn More with Workload

When a new lead enters Odoo, the clock starts ticking. Teams that Automatically Track Odoo Leads in Google Sheets respond faster. Marketing launches campaigns without waiting. Sales managers update pipeline reports on time. Finance plans revenue with the latest data. Without automation, you export files, copy them into Sheets, and fix formatting by hand.

This automation captures every new lead or opportunity the moment it appears in Odoo. It logs details like contact name, company, email, phone, expected revenue, and creation date directly into your spreadsheet. It also cleans the data—splitting company and contact into separate fields and reformatting phone numbers so Sheets accepts them.

By syncing Odoo and Google Sheets in real time, you eliminate manual work. You reduce mistakes. You keep everyone aligned with accurate, current sales data.

🧩 Essentials #

Here’s what you’ll need:

🐘 Odoo account to detect new leads or opportunities

✅ Google Sheets account to store and organize the lead details

🚀 Workload account (free or paid) to create your automation

Workload makes connecting these tools seamless. Just sign in and grant access when prompted—no developer setup or configuration needed.

🎨 Make It Yours #

📎 Filter by Sales Stage
Only log leads marked “Qualified” in Odoo so your spreadsheet focuses on opportunities most likely to close.

📅 Track Lead Response Time
Add a column that shows how long it takes from lead creation to first follow-up, helping you monitor speed-to-lead.

🔧 Reformat Company and Contact Names
Use the AI Wizard to split company and contact names from the partner array into separate, easy-to-read columns.

📊 Standardize Phone Numbers
Remove plus signs and hyphens so numbers are consistent and ready for calls or CSV exports.

⚙️ How to Automatically Track Odoo Leads in Google Sheets #

Every app expects data in a specific format—whether it’s how dates are written, how names are separated, or how fields are labeled. You can use our in-house tool AI Wizard by Workload to clean up or adjust data between steps. If your trigger already sends clean data, you may not need formatting at all.

Step 1: Create a New Automation

Open the Workload Dashboard and click Create Workflow.

Give your automation a name like “Odoo Lead to Google Sheets.”

Step 2: Set Up the Trigger (Odoo ERP Self Hosted)

Click the Trigger box and select the Odoo ERP Self Hosted app.

Choose the event New Lead/Opportunity, then click Continue.

Click Sign in to connect your Odoo account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Odoo to Workload. Once connected, click Continue.

Select the Odoo database you want to monitor from the dropdown menu, then click Continue.

Hit the Test Trigger button to pull in sample data. Once you have a successful response, click Continue.

Step 3: Extract Response Data (AI Wizard by Workload) #

Open the action step and choose AI Wizard by Workload (formerly: AI Formatter by Workload) from the TOOLS menu.

Select the event Format Data, then click Continue.

In the Input Data field, use the partner ID array from the trigger

In the prompt, ask to split the array into separate company name and contact name fields (see video for exact prompt we used), then click Continue.

Click Test action

Confirm the response shows each name as an individual field, then click Continue.

Step 4: Reformat Phone Number

Click the plus icon and add a new step, then choose AI Wizard by Workload (formerly: AI Formatter by Workload) from the TOOLS menu.

Now choose the event Format Data, then click Continue.

Use the phone number from the trigger in the Input Data field.

In the prompt, ask to reformat it without plus signs or hyphens so it’s Google Sheets–compatible, then click Continue.

Test action to confirm the cleaned phone number displays correctly.

Once you get a successful response, click Continue.

Step 5: Add a New Action Step to Automatically Track Odoo Leads (Google Sheets) #

Add a step and search for Google Sheets.

Select the event Create Spreadsheet Row. Now, hit Continue.

Click Sign in to connect your Google Sheets account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Google Sheets to Workload. Once connected, click Continue.

Choose your target spreadsheet and then select the correct worksheet from the dropdown menus.

To map each column to the correct field, click the + Add to button in the rowData field. Once you have added all the data you want to use, click Continue. Here are the fields that we use in our example:

Contact Name (from Step 3 or the trigger)
Email (from trigger)
Phone (from Step 4)
Expected Revenue (from trigger)
Company Name (from Step 3)
Date Created (from trigger)

Click Test action to send the sample lead into Google Sheets.

After you get a successful response from the test, click Continue

Step 6: Activate Your Automation

Check your spreadsheet to confirm all columns populate correctly.

Go back to the Workload Editor and verify that each step has a green light. Once everything looks good, activate the automation by clicking the On/Off toggle.

🚀 Start Building This Automation

⚡ Power-Up: Track Odoo Leads in Google Sheets as Part of a Larger Automation #

Once you’re automatically logging Odoo leads in Google Sheets, you can extend the automation to create a complete lead management system. These add-ons transform your simple logging automation into a multi-step system that captures, routes, and tracks every opportunity with minimal effort:

🔔 Send Slack Notifications
Trigger an alert in a sales channel every time a new lead hits the sheet, so your team can act immediately.

💎 Flag Priority Follow-Up for High-Value Leads
Add a filter step for leads over a certain value, then send them straight into HubSpot, Pipedrive, or Salesforce for priority follow-up.

🧾 Generate Weekly Lead Summaries
Add an AI Wizard by Workload step to create summaries from the week’s data and send them to your inbox every Monday.

✅ Add Automatic Follow-Up Tasks
Connect with Todoist, Asana, or Trello to create a follow-up task for each new lead in the sheet.