Odoo CRM Lead Workflow: Webhook → Gmail Thank-You + Slack

Turn website lead submissions into instant CRM records—with thank-you email and Slack alerts

This Odoo CRM Lead Workflow automatically receives website leads via Webhook, creates a new crm.lead in Odoo CRM, sends a Gmail thank-you email, posts a notification to Slack, then waits 3 days to send a follow-up reminder if the lead is still in stage “New”.

What this workflow does

• Accepts webhook lead submissions: Receives a POST request from a web form and validates the input.
• Validates lead data: Ensures the lead has a non-empty name and a properly formatted email. If validation fails, it returns HTTP 400.
• Creates an Odoo lead: Creates a new crm.lead record in Odoo CRM. If Odoo lead creation fails, it returns HTTP 502.
• Sends engagement messages: Sends an automatic thank-you email to the lead using Gmail and posts a new-lead notification to a chosen Slack channel. (Errors here do not block the workflow.)
• Responds to the form caller: Returns success along with the created Odoo lead ID.
• Follows up after 3 days: Waits 3 days, re-fetches the same lead from Odoo, checks whether its stage is still “New”, and if so, sends a follow-up reminder email via Gmail to the configured sales recipient.

Use cases

• SaaS and service businesses that want instant lead capture from website forms into Odoo CRM.
• Teams that need sales visibility via Slack when new leads arrive.
• Operators who want a simple 3-day follow-up for leads that haven’t moved beyond “New”.

Technical details

• Webhook (POST endpoint) for inbound lead data
• if validation logic + no op behavior where applicable
• Odoo node for creating and re-fetching crm.lead records
• wait node for the 3-day delay
• Gmail for thank-you and follow-up reminder emails
• Slack node to notify a selected channel