Automation library · Lead generation

Create and follow up Odoo CRM leads from webhook forms

Started by another system calling it, and works across Gmail and Slack. 16 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

Medium

Download free
16 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 4Logic 7Service 5

The steps in the order they run, from what starts it.

  1. 1When New Lead PostedWebhookStarts it
  2. 2Check Lead Name PresenceIfLogic
  3. 3Create Odoo CRM LeadOdooService
  4. 4Respond Invalid InputRespond To WebhookStarts it
  5. 5Send Gmail Auto-ReplyGmailService
  6. 6Respond Odoo Creation FailedRespond To WebhookStarts it
  7. 7Continue After Auto-ReplyNo OpLogic
  8. 8Post to Slack Sales ChannelSlackService
  9. 9Continue Post-Slack NotificationNo OpLogic
  10. 10Confirm Lead CreatedRespond To WebhookStarts it
  11. 11Wait 3 Days for Follow-UpWaitLogic
  12. 12Fetch Latest Lead StageOdooService
  13. 13Check If Stage Is NewIfLogic
  14. 14Log Background Task FailureNo OpLogic
  15. 15Send Follow-Up EmailGmailService
  16. 16Lead Progressed NotificationNo OpLogic

How it's built

Starts on
Another system calling it
Steps
16, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.