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odoo-crm

Create Odoo CRM leads after human approval with audit logging.

Updated Feb 27, 2026
Search Tags:#automation#workflow#integration#odoo#crm#approval#lead
One-click install
npx skills add https://github.com/bashartech/AI_Employee --skill odoo-crm
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: odoo-crm
Source: https://github.com/bashartech/AI_Employee/tree/main/skills/odoo
Command: npx skills add https://github.com/bashartech/AI_Employee --skill odoo-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Reduces manual data entry and approval bottlenecks when creating leads in Odoo CRM by enforcing a human review step before execution.

Core Features & Use Cases

  • Lead creation in Odoo CRM from name, email, phone, and source with validation against duplicates.
  • Human-approval workflow: every lead requires sign-off before the executor creates it.
  • End-to-end traceability with an audit log and sequential folder-based status (Pending Approval/ → Approved/).
  • Safe integration with Odoo models for Lead creation and data mapping (crm.lead).

Quick Start

Create a lead in Odoo for Jane Doe - [email protected] - +1-202-555-0112 - Source: Website.

Frequently Asked Questions about odoo-crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Odoo CRM lead creation with a human approval step?▼

Automating Odoo CRM lead creation with a human approval step involves queueing extracted lead data for review before execution. This Skill captures details like name, email, phone, and source, then waits for sign-off before creating the lead in Odoo.

What is the best way to prevent duplicate leads when creating CRM records in Odoo?▼

Preventing duplicate leads in Odoo requires validation against existing records before creation. This workflow checks for duplicates during the input extraction phase and queues validated leads for human approval before they enter the crm.lead model.

Does this Odoo CRM automation workflow support lead capture from LinkedIn and website referrals?▼

Yes, this Odoo CRM automation supports lead capture from sources like LinkedIn, website, and referrals. It extracts the source information along with contact details, queueing the data for human review before creating the lead in Odoo.

How do I maintain an audit log for automated CRM lead creation in Odoo?▼

Maintaining an audit log for Odoo CRM lead creation requires tracking the approval workflow status. This Skill provides end-to-end traceability using sequential folder-based status tracking, moving records from Pending Approval to Approved.

Can I integrate external lead data directly into Odoo crm.lead models safely?▼

Integrating external lead data into Odoo crm.lead models safely requires mapping data fields and enforcing a review step. This workflow maps extracted inputs to the Odoo crm.lead model but only executes creation after a human signs off.

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