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Contact Form assign salesperson and notify via Email

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odoo
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3 Answers
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odoo
Best Answer

Hi Pedro,

I think you may use Automated Actions in Odoo

Goto Settings >> Technical >> Automation >> Automated Actions

Define a new rule with related document model Lead/Opportunity and then under conditions, on When to run set On creation.

Under Actions, you can assign a server action ( Create a new server action, with Base model Lead/Opportunity and action to do Send email. Then choose your email template)

So when you create a new lead, that server action will run & automatically an email notification will be sent to the assigned Salesperson.

Let me know if you need more help on this


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odoo
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Hi Akhil P Sivan!
That works fine but I also tried to send notification email to the user that submit the form. It worked as well but then whenever I create a lead out of contact form, it also sends a notification email to that user.

My point here is that, can we define a mail notification only for the people who submit the form?

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odoo
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Hi Pedro,

This will go into some XML file

<!-- Email template for ...-->
<record id="email_template1" model="mail.template">
<field name="name">Got new leads</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="email_from"><![CDATA[Sender Name <${(object.company_id.email or user.email)|safe}>]]></field>
<field name="email_to">${object.email_from|safe}</field>
<field name="reply_to">email@domain.com</field>
<field name="subject">Got new Leads</field>
<field name="body_html"><![CDATA[<h3>Got new Lead:</h3>
<p>Server url.</p>
<p>More text</p>]]></field>
</record>

This in to crm_lead

class Lead(models.Model): 
_inherit = 'crm.lead'

@api.mode
def send_email_demo(self, id):
template = self.env['ir.model.data'].get_object('module_name', 'email_template1')
template.send_mail(id, force_send=True, raise_exception=True)

1 Comment
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odoo
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I should test this one. I already gave up on assigning them to specific user from crm team settings.