Mail Plugin
Integrate Odoo with Outlook and Gmail
Mail Plugin allows you to integrate Odoo with Outlook or Gmail to work more efficiently. You can view Odoo contact information directly in emails, log emails to Odoo as internal notes, and create leads/opportunities from emails without leaving your email client.
Key Features
Key points
• View Odoo contact information directly in your email client.
• Log emails to Odoo as internal notes.
• Create leads or opportunities from emails.
• Attach emails to Odoo records (orders, invoices, applicants, etc.).
Install Plugin for Outlook
Install the Odoo plugin from Microsoft AppSource to use in Outlook.
Steps
1. Open Outlook (desktop or web).
2. Go to Get Add-ins or Add-ins Store.
3. Search for "Odoo" in the add-ins list.
4. Click Add to install the plugin.
5. Log in to your Odoo account when prompted.
6. The plugin will appear in the sidebar when you open an email.
Install Plugin for Gmail
Install the Odoo plugin from Google Workspace Marketplace to use in Gmail.
Steps
1. Open Gmail in your browser.
2. Go to Google Workspace Marketplace.
3. Search for "Odoo" in the add-ons list.
4. Click Install to install the plugin.
5. Log in to your Odoo account when prompted.
6. The plugin will appear in the right sidebar when you open an email.
View Contact Information
When you open an email, the plugin automatically displays contact information from Odoo if the sender exists in the system.
Steps
1. Open an email from a customer or partner.
2. Click the Odoo icon in the sidebar.
3. View contact information, related orders, and invoices from Odoo.
4. Click on a record to open it in Odoo (new tab).
Log Email to Odoo
Save important emails to Odoo to archive and track communication history with customers.
Steps
1. Open the email you want to save.
2. Click the Odoo icon in the sidebar.
3. Click Log to Odoo or Save to Odoo.
4. Select the record to attach the email to (order, invoice, applicant, etc.).
5. The email is saved as an internal note in the chatter of that record.
Create Lead from Email
Create a lead or opportunity in CRM directly from a potential customer's email.
Steps
1. Open an email from a potential customer.
2. Click the Odoo icon in the sidebar.
3. Click Create Lead or Create Opportunity.
4. Fill in lead information (name, company, notes).
5. Click Save to create the lead in CRM.
6. The lead is created with the email attached as the first note.
Frequently Asked Questions
Is the plugin free? Yes, the plugin is free for Odoo users.
Does it work offline? No, an internet connection is required to access Odoo.
Is data encrypted? Yes, all connections use HTTPS for security.