🀝 Real-time sales quote creation in Odoo via Telegram with Google Gemini AI

⚑ 374 views · 🀝 CRM & Sales Operations

Description

Overview

This template connects Telegram with Odoo to let your sales team create sales quotes and check product availability in real-time β€” just by sending chat messages.

It’s designed for sales representatives, distributors, and small business owners who want to manage quotes and product information quickly without logging into Odoo.

βš™οΈ How It Works

Once configured, this workflow listens to your Telegram bot for incoming messages. Based on the message text, it performs different actions in Odoo:

  1. Product Queries Sales reps can ask about products directly in Telegram:

β€œWhat’s the price of Product B?” β€œHow many units of Product A are available?”

The workflow fetches real-time data from Odoo and replies instantly.

  1. Sales Quote Creation Sales reps can also create new sales quotes by typing messages like:

β€œMy customer Amazon, his email address is abc@amazon.com wants to buy 10 pcs of Product A and 15 pcs of Product B.”

The workflow extracts relevant details, creates a sales quote in Odoo, and sends confirmation back in Telegram.

🧰 Setup Instructions

Create a Telegram Bot

Go to @BotFather on Telegram.

Create a new bot and copy the API Token.

Prepare Odoo

Enable the Sales and Product modules.

Generate an API Key from your Odoo user account.

Note your Odoo URL (e.g., https://yourcompany.odoo.com).

Import Workflow

Open your n8n instance (self-hosted or cloud).

Click Import Workflow and upload the provided JSON file.

Add Credentials

Configure your Telegram credentials (Bot Token).

Configure your Odoo credentials (Base URL + API Key).

Activate the Workflow

Set the workflow to active to start listening for Telegram messages.

Send a sample message to your bot to test.

🧠 Use Cases Sales reps capturing orders in the field SMEs managing customer inquiries directly from Telegram Real-time price and stock lookups without opening Odoo Automation of repetitive sales quote tasks

πŸŽ›οΈ Customization Options

This workflow can be easily adapted to your business needs:

Change trigger platform: Replace Telegram with WhatsApp, Slack, or Discord using the respective n8n nodes.

Extend data fields: Add fields like delivery date, salesperson, or payment terms.

Auto-confirm orders: Add a node to automatically confirm a Sales Quote once approved.

βœ… Requirements Odoo v14 or later (with Sales module enabled) Telegram Bot Token n8n instance (Cloud or self-hosted)

πŸ’¬ Example Prompts

Product Query: β€œWhat’s the price of Product B?” β€œHow many units of Product A are available?”

Order Entry: β€œMy customer Amazon, his email address is abc@amazon.com wants to buy 10 pcs of Product A and 15 pcs of Product B.”

πŸ”— Nodes Used

Telegram, Telegram Trigger, Odoo, Execute Workflow Trigger, AI Agent, Simple Memory

πŸ“₯ Import

Download workflow.json and import into n8n: Workflow menu β†’ Import from File

πŸ“– Importing guide Β· πŸ”‘ Credential setup