How to set up automatic email sending when changing the pipeline stage in Odoo (CRM)?

In Odoo CRM, you can set it up so that when an opportunity moves to a certain stage of the pipeline, the system automatically sends an email to the client. This is convenient for welcome messages, request receipt confirmations, or reminders.

Step 1: Go to stage settings

Open the CRM module. Click on the gear icon at the desired stage. Click 'Automation':

Step 2: Set up automation

1. In the open window, click the 'New' button to create automation:

2. Click the 'Add Action' button:

3. Select the option 'Send Email'. Below, specify an existing email template, or start typing the name and select 'Create and Edit' to create a new template. Read more about creating new email templates here. here.

Save changes.

Step 3: Test

1. Go to the sales pipeline.
2. Open a test opportunity and move it to the desired stage (where the template is set).
3. Check the client's email: the system should send an automatic email.

Note

• If the client in the opportunity card does not have an email, the letter will not be sent.
• It's important that a working outgoing mail server is configured in the system settings.
• For different stages, you can set up different templates — for example, a welcome email at the beginning, reminders at the middle stages, and a thank you letter after successful closure.