A new lead in Odoo is a valuable opportunity. The fastest way to act is to Email New Odoo Leads automatically. A quick, personalized reply shows interest and builds trust. It can also be the difference between closing a sale and losing it.
With Workload, you can connect Odoo and Gmail in minutes. Each new lead triggers a tailored welcome email. The automation pulls details like the contact’s name, company, and email address directly from Odoo. This ensures your message stays accurate and relevant.
This setup removes the need for manual typing. You won’t waste time switching between tools. Prospects get an instant, professional email every time. You respond faster, make stronger first impressions, and keep your sales process moving.
🧩 Essentials #
Before you build, here are the accounts you’ll need:
🐘 Odoo – Your CRM platform to track and manage new leads or opportunities.
📧 Gmail – Sends personalized welcome emails to new Odoo contacts.
🤖 Workload – Create and run this automation without code.
Workload makes connecting these tools seamless. Just sign in and grant access when prompted—no developer setup or configuration needed.
🎨 Make It Yours #
🎯 Target High-Value Opportunities
Run the automation only when lead revenue or priority in Odoo meets your set threshold.
💬 Use Templates by Lead Type
Send different Gmail templates for leads vs. opportunities, with stage-specific subject lines.
🔍 Separate Company and Contact Names
Use AI Formatter to split Odoo’s “partner ID” so your emails address people and companies naturally.
📎 Add Resources Automatically
Attach brochures, pricing, or links based on the lead’s interest field in Odoo.
⚙️ How to Email New Odoo Leads Automatically with Gmail #
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 Workflow
In the Workload Dashboard, click Create Workflow.
Give your automation a title (ex: New Lead in Odoo to Gmail).
Step 2: Set Up a Trigger (Odoo ERP Self Hosted)
Click inside the Trigger box and choose app Odoo ERP Self Hosted.
Select the event New Lead/Opportunity, then choose 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.
Next, select your database from the dropdown menu, then Continue.
Click Test Trigger to pull in sample lead data.
Once you receive a successful response, click Continue.
Step 3: Add Step to Split Names (AI Wizard Tool)
Click the action step below the trigger and open the TOOLS menu. Then, choose AI Wizard by Workload (fka AI Formatter by Workload).
Choose Format Data as the event, then hit Continue.
In the Input Data field, select Partner ID from the trigger.
In your prompt, instruct it to pull out “number one” and return separate company name and contact name fields. Afterwards, click Continue.
Now use the Test Action button to confirm the names are split correctly.
Once you get a successful response, click Continue.
Step 4: Add Step to Email New Odoo Leads (Gmail) #
Click the + icon to add a step, then choose the Google Gmail app.
Select the event Send Email and then Continue.
Click Sign in to connect your Gmail account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Gmail to Workload. Once connected, click Continue.
Create Your Welcome Email
To map the fields in your email, click the dropdown for each input and choose the matching data from your trigger or AI Wizard step. You can customize this to include only the details you want to send in your message. We used the following fields:
- To – Email (from trigger)
- From – Your Gmail address
- Reply-To – Your Gmail address
- From Name – Your name
- Subject – Welcome + Contact Name (from Steps 1 or 2)
- Body – Greeting with Contact Name + Company Name (from Step 2) and your welcome message
Once you have finished mapping your email details, click Continue.
Now hit Test action to send a test email
Once you get a successful response that the email has been sent, click Continue.
Step 5: Test and Activate the Automation
Open your Gmail Sent folder to confirm it sent successfully. If it looks good, return to the Workload editor, verify each step has a green light, and then switch the automation On.
You now have a production-ready automation to send immediate welcome emails to new leads!
⚡ Power-Up: Email New Odoo Leads Automatically with Gmail as Part of a Larger Automation #
Once you’re automatically emailing new Odoo leads with Gmail, you can expand the automation to create a full lead engagement system. These add-ons turn a simple email trigger into a multi-step process that captures, tracks, and nurtures every opportunity with minimal effort:
🚨 Escalate Hot Leads to Slack
Trigger an alert in your sales channel whenever a high-priority or high-value lead is created in Odoo, so the team can follow up instantly.
🗓️ Auto-Create Follow-Up Tasks
Send each new lead into Google Tasks or Todoist with a due date, contact details, and a link to the sent Gmail for quick reference.
📊 Log Outreach in Google Sheets
Add a step to record every email sent, along with the lead’s details, timestamp, and owner, giving you a complete outreach log.
🔀 Branch for Missing Data
If a lead record doesn’t include an email address, skip the Gmail step and notify the lead owner directly or send an alternative message.
🧠 Learn More with Workload #
Keep exploring automation and save even more time:
🎓 Visit Workload University
🆘 Browse Setup Guides in Workload’s Help Center
🐘 Browse More Odoo Automation Tutorials
📧 Browse More Gmail Automation Tutorials
