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Create Odoo Opportunities from Sales Emails

Summarize labeled Gmail sales inquiries and create Odoo opportunities with the sender and subject.

Setup

Connect the same Gmail mailbox to New sales emails each hour and Read the sales email. Set the existing Sales label ID in the trigger. Connect Odoo CRM in Create the Odoo opportunity and configure the model service in Summarize the sales inquiry. Ensure the account may create CRM opportunities.

In n8n select the same Gmail label, configure Gmail and Odoo credentials, and select an available completion model compatible with the summarization chain. The source model may no longer be available. Activate one format.

Behavior

Each new labeled message is summarized for available budget, timeline, industry and a general overview, then creates an Odoo CRM record with the email subject, sender and summary. Open Flow processes one message at a time within each poll page and uses an Agent with one model round; n8n uses its summarization chain and completion model. Long messages can exceed model or workflow limits. Open Flow excludes drafts, spam and trash; n8n retains its source filter behavior. Poll cursors and delivery do not guarantee exactly-once processing. If creating a record fails or its result is uncertain, inspect Odoo before retrying; it may already exist. In Open Flow, earlier records in the page may already have been created when a later email fails. In n8n the summarization chain processes its input page before the Odoo node starts creating records. Limit access to email bodies, model processing and execution history. AI summaries can omit or misstate information; review the opportunity.

Inspiration & credits

Changes to the source

Replace the private Gmail label with setup. Open Flow validates message identity and sender before writing and uses a configured single-round Agent; n8n keeps its summarization chain and requires a compatible available completion model.
Both formats explicitly set crm.lead type to opportunity. n8n uses the native custom-resource operation and matches each summary to its email by position.

Adapted from Summarize emails and save them as notes on sales opportunity in Odoo in Zie619/n8n-workflows. The source export does not identify a separate template author or license.

The collection’s MIT notice is pinned at a later revision. This is the collection notice at that revision; it does not establish a separate original template author’s license. Our changes are listed above; see repository licensing.

MIT License

Copyright (c) 2025 Zie619

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the “Software”), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

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