The Hidden Power of Odoo Email Integration Inside Odoo CRM for Sales and Marketing

Key Takeaways

• Odoo email integration is powerful but underused without proper configuration
• Incoming mail server and outgoing mail server must work together
• Google OAuth improves security and scalability
• Doodex Growth Suite turns emails into campaign intelligence
• One Odoo database = one source of truth for communication

Odoo Email Integration: More Than Just Sending Emails

Most users assume Odoo email integration is just about sending messages. In reality, it’s about connecting incoming emails, outgoing emails, CRM records, and campaigns inside one Odoo database.

With the Doodex Growth Suite installed, email becomes a growth signal:

• Incoming mails automatically create leads
• Outgoing mail is logged and tracked per user
• Email communication feeds campaigns, dashboards, and sales teams
• No switching between your email client and CRM

Instead of fragmented tools, you get outgoing and incoming communication unified across teams.

Emails from unknown contacts automatically create new Leads/Contacts. No duplicates, always up-to-date

Why Email Setup Is a Pain Point for First-Time Odoo Users

When users enter Odoo for the first time, email configuration feels intimidating:

• Multiple email settings screens
• Confusion between incoming mail server and outgoing mail server
• Gmail OAuth vs SMTP relay
• Personal Gmail account vs Google Workspace organization

This friction causes delays, missed emails, and broken workflows.

Doodex simplifies this by documenting, guiding, and enhancing the full email server configuration so teams can focus on campaigns—not troubleshooting.

Understanding the Incoming Mail Server in Odoo

​- What the Incoming Mail Server Really Does

An incoming mail server allows Odoo to receive emails automatically and convert them into actionable data.

Incoming Email servers

Once configured:

• Incoming emails create records (leads, contacts, tickets)
• Replies are logged in the chatter
• Emails can trigger workflows in campaigns

This is essential for multi-channel campaigns where replies matter more than opens.

​- Typical Incoming Email Server Setup

In settings technical, administrators configure:

• Server type (IMAP)
• Server name (e.g. imap.gmail.com)
• Email account credentials
• Catchall email address for routing
• Filtering field rules

When you click test connection, Odoo confirms the server is reachable and secure.

With Doodex Email Module installed, incoming emails are also threaded correctly, even if the first email comes from an external gmail account.

Outgoing Mail Server: The Backbone of Transactional Emails

​- Why Outgoing Email Servers Matter

Your outgoing mail server controls how emails are sent, delivered, and trusted.

Poor setup leads to:

• Emails going to spam
• Broken sender's email address
• Lost transactional emails

Outgoing Email servers

Odoo supports multiple outgoing email servers, allowing:

• Separate email server per department
• Different sender rules for sales teams
• Reliable delivery for campaigns and notifications

​- SMTP Server Options Explained

You can use:

• SMTP relay (recommended for scale)
• Gmail account (personal gmail account for testing)
• Google Workspace with custom domain

After configuration, always click test and then click save to ensure reliability.

Email Communication Inside Odoo CRM (With Doodex)

Here’s where Doodex changes the game.

Instead of emails living outside the CRM, Doodex ensures:

• Every outgoing email is linked to leads, contacts, and campaigns
• Incoming mails update records automatically
• Sales teams see full conversation history
• Users don’t need to leave Odoo to manage email communication

This is critical when you create leads, create records, or create opportunities from inbound interest.

Edit App Registration: Gmail, Google OAuth & Odoo

​- Why Google OAuth Matters

For secure emails, especially with Google Workspace, OAuth is preferred over passwords.

To enable google oauth odoo, admins must:

1. Enter Odoo
2. Enable developer mode
3. Go to the technical menu
4. Open app registration

​- Step-by-Step: Edit App Registration

In a new window, you:

• Create project in Google Cloud
• Configure oauth consent screen
• Choose user type (external user type or internal user type)
• Add developer contact information section
• Create credentials → OAuth client
• Set redirect URI for Odoo
• Generate client secret

Then return to Odoo and edit app registration page:

• Paste google credentials
• Set testing mode or external testing mode
• Add test users if required
• Click save

Once saved, configuration automatically loads into email settings.

Custom Domain & Google Workspace Organization

Using a custom domain (e.g. sales@yourdomain.com) increases trust and deliverability.

With Google Workspace:

• Use organization’s email address instead of personal email address
• Centralize user support email field
• Control outgoing mail permissions
• Scale email for teams and campaigns

Doodex supports this setup seamlessly, ensuring outgoing mail and incoming email server work together.

Create a New Campaign Flow With Doodex

Here’s what happens when everything is connected:

1. Create a new campaign in Doodex
2. Add mailing lists and members
3. Receive emails from prospects
4. Automatically create new records
5. Sales teams follow up inside Odoo
6. Outgoing emails tracked per user
7. Dashboards show generated value

This is where Odoo becomes a real multi-channel platform—not just a CRM.

Email + E Commerce + Campaigns = One System

For e commerce teams, email isn’t optional—it’s transactional.

• Order confirmations
• Payment receipts
• Support replies
• Follow-ups

With proper email server setup and Doodex modules:

• Transactional emails are reliable
• Replies create records
• Customer conversations stay visible

No lost context. No blind spots.

FAQs