Email Alias Lead Capture in Odoo CRM#
When a prospect emails sales@yourcompany.com, Odoo can automatically create a CRM lead, extract the sender's contact information, and route it to the right sales team - without any manual data entry.
Setting Up an Email Alias#
CRM → Configuration → Sales Teams → [Team] → Email Alias:
- Alias: sales (creates sales@yourodoodomain.com)
- Create New Record: Lead (or Opportunity)
- Assigned to: auto-assign to team members by round-robin or first available
How Inbound Email Processing Works#
- Prospect emails sales@yourodoodomain.com
- Odoo's mail gateway receives the email
- Odoo creates a new Lead in CRM:
- Contact Name: from "From:" header
- Email: from "From:" address
- Description: full email body
- Subject → Lead name
- The lead appears in the CRM pipeline assigned to the configured team
- Odoo sends an automatic acknowledgement: "We received your message and will be in touch shortly"
Multiple Team Aliases#
Create separate aliases for different teams or product lines:
- enterprise@: creates leads → assigned to Enterprise Sales Team
- smb@: creates leads → assigned to SMB Sales Team
- support@: creates tickets in Helpdesk (not CRM)
- info@: creates leads → pooled, unassigned (team manager reviews)
Alias Domain Configuration#
Settings → Technical → Email → Alias Domains:
- Set your company's domain (e.g., yourcompany.com)
- Configure the outgoing mail server (SMTP) and incoming mail server (IMAP/POP3 or Odoo's own mail gateway)
For Odoo.com-hosted instances, aliases use the format alias@yourcompany.odoo.com.
Filtering Spam#
Not every inbound email should become a lead:
CRM → Configuration → Settings → Leads → Default Assignment:
- Enable Predictive Lead Scoring → low-score leads go to a review pool
- Set an alias for the review pool: overdue@
For known spam domains, configure email filters in your mail gateway to block before they reach Odoo.
Tracking Lead Source#
Automatically tag email-sourced leads:
CRM → Configuration → Sales Teams → [Team] → Tag New Records: "Inbound Email"
Report on email channel effectiveness:
CRM → Reporting → Pipeline Analysis → filter by Tag "Inbound Email" → see conversion rate for email-sourced leads vs. web form leads.