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Mail history in Odoo via Outlook/Gmail API for CRM purposes 

Dear OCA friends,

One of my customers insists on having all the emails exchanged with a
customer/prospect in Odoo, which is a standard feature of all serious
CRMs. In Odoo, this is a native feature : you should send your emails
from Odoo and the answer will come back to Odoo, so that you will have
the full history of emails in the chatter. But, in real life, nobody
wants to use Odoo as its mailbox. Salesmen want to use their
Outlook/Gmail/... to send emails to customers. And the mail stack of
Odoo is such a nightmare, that "the less I use it the better" !

I made a little research, and it seems that, nowadays, CRM software
(Hubspot for example) use the APIs of Gmail and Outlook 365 to get the
emails of the employees and copy them to the CRM.
In this presentation of the Outlook 365 API [1], in the Youtube video
at the top of the page, they talk precisely about using the API for
this specific CRM scenario (start watching at 1:00 minute).

Are you aware of any opensource Odoo module using the Gmail API [2]
and/or Outlook 365 API [1] to copy the emails sent/received to a
customer/prospect in the chatter of the partner/lead in Odoo ? So far,
I haven't found any...

If not, what you point of view on such a feature ? Would you be
interested to work on a prototype with me ?

[1] https://learn.microsoft.com/fr-fr/graph/outlook-mail-concept-overview
[2] https://developers.google.com/gmail/api/guides?hl=en


-- 
Alexis de Lattre
Akretion France - 27 rue Henri Rolland - 69100 Villeurbanne - France
Mail : alexis.delattre@akretion.com
Mobile : +33 6 99 08 92 45
by Alexis de Lattre - 07:00 - 29 Aug 2023

Follow-Ups

  • Re: Mail history in Odoo via Outlook/Gmail API for CRM purposes
    Hello,

    I'm familiar with Hubspot and it also uses a plugin for the GMail web app.
    For an email to be tracked by Hubspot, I need to send it through the GMail web app, with the plugin installed and connected to your account.
    If I send the email using Thunderbird or some other email client, it won't be tracked.

    So what Hubspot is doing is not very different from the Odoo GMail/Outlook plugin..

    /Daniel

    On 30/08/2023 09:27, Tom Blauwendraat wrote:

    Hey Rafael,

    this looks like something else though? This seems to be about using plugins in Outlook, to do actions in Odoo; not for copying mails to Odoo.


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    by Daniel Reis - 05:00 - 5 Sep 2023
  • Re: Mail history in Odoo via Outlook/Gmail API for CRM purposes
    Hi,

    that sounds like an interesting approach. But how exactly should the (copied) emails be assigned to the Odoo Records?
    AFAIK some or even many (?) email servers or email clients remove headers when replying. Unfortunately also the headers with Odoo references.

    Best Regards

    Christian Zöllner
    Softwareentwickler

     
    Tel.: +49 3831 44557-0
    E-Mail: c.zoellner@intero-technologies.de
     
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    Von: "Alexis de Lattre" <notifications@odoo-community.org>
    An: "Odoo Community Association, (OCA) Contributors" <contributors@odoo-community.org>
    Gesendet: Dienstag, 29. August 2023 19:01:57
    Betreff: Mail history in Odoo via Outlook/Gmail API for CRM purposes

    Dear OCA friends,

One of my customers insists on having all the emails exchanged with a
customer/prospect in Odoo, which is a standard feature of all serious
CRMs. In Odoo, this is a native feature : you should send your emails
from Odoo and the answer will come back to Odoo, so that you will have
the full history of emails in the chatter. But, in real life, nobody
wants to use Odoo as its mailbox. Salesmen want to use their
Outlook/Gmail/... to send emails to customers. And the mail stack of
Odoo is such a nightmare, that "the less I use it the better" !

I made a little research, and it seems that, nowadays, CRM software
(Hubspot for example) use the APIs of Gmail and Outlook 365 to get the
emails of the employees and copy them to the CRM.
In this presentation of the Outlook 365 API [1], in the Youtube video
at the top of the page, they talk precisely about using the API for
this specific CRM scenario (start watching at 1:00 minute).

Are you aware of any opensource Odoo module using the Gmail API [2]
and/or Outlook 365 API [1] to copy the emails sent/received to a
customer/prospect in the chatter of the partner/lead in Odoo ? So far,
I haven't found any...

If not, what you point of view on such a feature ? Would you be
interested to work on a prototype with me ?

[1] https://learn.microsoft.com/fr-fr/graph/outlook-mail-concept-overview
[2] https://developers.google.com/gmail/api/guides?hl=en



-- 
Alexis de Lattre
Akretion France - 27 rue Henri Rolland - 69100 Villeurbanne - France
Mail : alexis.delattre@akretion.com
Mobile : +33 6 99 08 92 45

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    Mailing-List: https://odoo-community.org/groups/contributors-15
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    by Christian Zöllner - 04:10 - 5 Sep 2023
  • Re: Mail history in Odoo via Outlook/Gmail API for CRM purposes

    Hi Tom,

    with the plugin you can add emails to existing records.

     

     

    If there is a record in crm or Projecttasks, you can add the mail to the record by hitting the envelope in the proper section. If there is no record, you can create one by using the „+“.

    No autosynch but manual adding is provided.

     

    All the best

    Nils

     

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    Von: Tom Blauwendraat <notifications@odoo-community.org>
    Antworten an: "Odoo Community Association (OCA) Contributors" <contributors@odoo-community.org>
    Datum: Mittwoch, 30. August 2023 um 10:27
    An: Contributors <contributors@odoo-community.org>
    Betreff: Re: Mail history in Odoo via Outlook/Gmail API for CRM purposes

     

    Hey Rafael,

    this looks like something else though? This seems to be about using plugins in Outlook, to do actions in Odoo; not for copying mails to Odoo.

    On 8/29/23 22:37, Rafael Blasco wrote:

    Hello Alexis,

     

    We use it since v14 natively both, Gmail an Office365

     

    https://www.odoo.com/documentation/16.0/applications/productivity/mail_plugins.html

     

    https://github.com/odoo/odoo/tree/16.0/addons/mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/crm_mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/project_mail_plugin

     

    Maybe some features are Enterprise but base is CE

     

    Regards,

    Rafael Blasco

    Moduon Team

     

     

    De: Alexis de Lattre <notifications@odoo-community.org>
    Enviado el: martes, 29 de agosto de 2023 19:02
    Para: Contributors <contributors@odoo-community.org>
    Asunto: Mail history in Odoo via Outlook/Gmail API for CRM purposes

     

    Dear OCA friends,
     
    One of my customers insists on having all the emails exchanged with a
    customer/prospect in Odoo, which is a standard feature of all serious
    CRMs. In Odoo, this is a native feature : you should send your emails
    from Odoo and the answer will come back to Odoo, so that you will have
    the full history of emails in the chatter. But, in real life, nobody
    wants to use Odoo as its mailbox. Salesmen want to use their
    Outlook/Gmail/... to send emails to customers. And the mail stack of
    Odoo is such a nightmare, that "the less I use it the better" !
     
    I made a little research, and it seems that, nowadays, CRM software
    (Hubspot for example) use the APIs of Gmail and Outlook 365 to get the
    emails of the employees and copy them to the CRM.
    In this presentation of the Outlook 365 API [1], in the Youtube video
    at the top of the page, they talk precisely about using the API for
    this specific CRM scenario (start watching at 1:00 minute).
     
    Are you aware of any opensource Odoo module using the Gmail API [2]
    and/or Outlook 365 API [1] to copy the emails sent/received to a
    customer/prospect in the chatter of the partner/lead in Odoo ? So far,
    I haven't found any...
     
    If not, what you point of view on such a feature ? Would you be
    interested to work on a prototype with me ?
     
    [1] https://learn.microsoft.com/fr-fr/graph/outlook-mail-concept-overview
    [2] https://developers.google.com/gmail/api/guides?hl=en
     
     
    -- 
    Alexis de Lattre
    Akretion France - 27 rue Henri Rolland - 69100 Villeurbanne - France
    Mail : alexis.delattre@akretion.com
    Mobile : +33 6 99 08 92 45

    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    by Nils Coenen - 10:45 - 30 Aug 2023

    1 attachments 1 attachments

    image001.png
  • Re: Mail history in Odoo via Outlook/Gmail API for CRM purposes

    Hey Rafael,

    this looks like something else though? This seems to be about using plugins in Outlook, to do actions in Odoo; not for copying mails to Odoo.

    On 8/29/23 22:37, Rafael Blasco wrote:

    Hello Alexis,

     

    We use it since v14 natively both, Gmail an Office365

     

    https://www.odoo.com/documentation/16.0/applications/productivity/mail_plugins.html

     

    https://github.com/odoo/odoo/tree/16.0/addons/mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/crm_mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/project_mail_plugin

     

    Maybe some features are Enterprise but base is CE

     

    Regards,

    Rafael Blasco

    Moduon Team

     

     

    De: Alexis de Lattre <notifications@odoo-community.org>
    Enviado el: martes, 29 de agosto de 2023 19:02
    Para: Contributors <contributors@odoo-community.org>
    Asunto: Mail history in Odoo via Outlook/Gmail API for CRM purposes

     

    Dear OCA friends,
     
    One of my customers insists on having all the emails exchanged with a
    customer/prospect in Odoo, which is a standard feature of all serious
    CRMs. In Odoo, this is a native feature : you should send your emails
    from Odoo and the answer will come back to Odoo, so that you will have
    the full history of emails in the chatter. But, in real life, nobody
    wants to use Odoo as its mailbox. Salesmen want to use their
    Outlook/Gmail/... to send emails to customers. And the mail stack of
    Odoo is such a nightmare, that "the less I use it the better" !
     
    I made a little research, and it seems that, nowadays, CRM software
    (Hubspot for example) use the APIs of Gmail and Outlook 365 to get the
    emails of the employees and copy them to the CRM.
    In this presentation of the Outlook 365 API [1], in the Youtube video
    at the top of the page, they talk precisely about using the API for
    this specific CRM scenario (start watching at 1:00 minute).
     
    Are you aware of any opensource Odoo module using the Gmail API [2]
    and/or Outlook 365 API [1] to copy the emails sent/received to a
    customer/prospect in the chatter of the partner/lead in Odoo ? So far,
    I haven't found any...
     
    If not, what you point of view on such a feature ? Would you be
    interested to work on a prototype with me ?
     
    [1] https://learn.microsoft.com/fr-fr/graph/outlook-mail-concept-overview
    [2] https://developers.google.com/gmail/api/guides?hl=en
     
     
    -- 
    Alexis de Lattre
    Akretion France - 27 rue Henri Rolland - 69100 Villeurbanne - France
    Mail : alexis.delattre@akretion.com
    Mobile : +33 6 99 08 92 45

    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    _______________________________________________
    Mailing-List: https://odoo-community.org/groups/contributors-15
    Post to: mailto:contributors@odoo-community.org
    Unsubscribe: https://odoo-community.org/groups?unsubscribe

    by Tom Blauwendraat - 10:26 - 30 Aug 2023
  • RE: Mail history in Odoo via Outlook/Gmail API for CRM purposes

    Hello Alexis,

     

    We use it since v14 natively both, Gmail an Office365

     

    https://www.odoo.com/documentation/16.0/applications/productivity/mail_plugins.html

     

    https://github.com/odoo/odoo/tree/16.0/addons/mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/crm_mail_plugin

    https://github.com/odoo/odoo/tree/16.0/addons/project_mail_plugin

     

    Maybe some features are Enterprise but base is CE

     

    Regards,

    Rafael Blasco

    Moduon Team

     

     

    De: Alexis de Lattre <notifications@odoo-community.org>
    Enviado el: martes, 29 de agosto de 2023 19:02
    Para: Contributors <contributors@odoo-community.org>
    Asunto: Mail history in Odoo via Outlook/Gmail API for CRM purposes

     

    Dear OCA friends,
     
    One of my customers insists on having all the emails exchanged with a
    customer/prospect in Odoo, which is a standard feature of all serious
    CRMs. In Odoo, this is a native feature : you should send your emails
    from Odoo and the answer will come back to Odoo, so that you will have
    the full history of emails in the chatter. But, in real life, nobody
    wants to use Odoo as its mailbox. Salesmen want to use their
    Outlook/Gmail/... to send emails to customers. And the mail stack of
    Odoo is such a nightmare, that "the less I use it the better" !
     
    I made a little research, and it seems that, nowadays, CRM software
    (Hubspot for example) use the APIs of Gmail and Outlook 365 to get the
    emails of the employees and copy them to the CRM.
    In this presentation of the Outlook 365 API [1], in the Youtube video
    at the top of the page, they talk precisely about using the API for
    this specific CRM scenario (start watching at 1:00 minute).
     
    Are you aware of any opensource Odoo module using the Gmail API [2]
    and/or Outlook 365 API [1] to copy the emails sent/received to a
    customer/prospect in the chatter of the partner/lead in Odoo ? So far,
    I haven't found any...
     
    If not, what you point of view on such a feature ? Would you be
    interested to work on a prototype with me ?
     
    [1] https://learn.microsoft.com/fr-fr/graph/outlook-mail-concept-overview
    [2] https://developers.google.com/gmail/api/guides?hl=en
     
     
    -- 
    Alexis de Lattre
    Akretion France - 27 rue Henri Rolland - 69100 Villeurbanne - France
    Mail : alexis.delattre@akretion.com
    Mobile : +33 6 99 08 92 45
    by Rafael Blasco (Moduon) - 10:36 - 29 Aug 2023