| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 4799 |
| Technical Name |
sync_leads_to_sheets |
| License | OPL-1 |
| Website | https://github.com/juanmorenoVV |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 4799 |
| Technical Name |
sync_leads_to_sheets |
| License | OPL-1 |
| Website | https://github.com/juanmorenoVV |
Juan Moreno
Sync Leads to Sheets
Bridge the gap between Sales and Operations. Automate CRM data flow to Google Sheets and Odoo Projects instantly.
Eliminate manual entry and "tab fatigue". Sync Leads to Sheets is a high-performance automation engine that connects your CRM pipeline with Google Sheets and Project Management in real-time.
How It Works
Complete workflow from project configuration to mass management
Google Sheets & Project Integration
Go to Project → Configuration. You will find a new section called "Google Sheets Integration".
Enhanced Quick Create
When creating a lead directly from the pipeline, three new fields are available instantly:
Smart Import Wizard
Import leads in bulk without losing automation capabilities.
Located in the Pipeline header, this tool allows you to:
- Upload your Excel/CSV file.
- Assign a Project to the batch.
- Choose if tasks should be created automatically.
- Trigger sync to Google Sheets for all records.
CRM List View - Project & Task Stage Columns
Enhanced List View
See the big picture directly from the CRM list view.
New Visibility Fields
"Manage Project" Wizard
Select multiple leads to trigger the Manage Project button for mass operations.
Core Features
Google Sheets Sync
Send lead data to Google Sheets automatically. Ideal for external partners, backups, or advanced reporting outside Odoo.
Auto Task Generation
Convert leads into actionable tasks instantly. Map lead descriptions and contacts directly into project tasks.
Smart Import
Batch import leads via Excel/CSV with full control over project assignment and automation triggers during the import process.
Mass Management
Mass update, assign, or unlink projects from the CRM list view. Clean up data in bulk without navigating to the Project app.
Technical Requirements
Ensure the following Python libraries are installed in your Odoo environment:
pip install google-auth google-api-python-client gspread requests
Need Help or a Demo?
Contact us for support, customizations, or to see how this module can fit your workflow.
Developed individually for Odoo 19
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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