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Website, event and CRM integration

website_event_crm folder_open OCA/event open_in_new
Marketing License: AGPL-3

This module extends the functionality of website events and CRM to support inviting customers to register to events of the selected category and to allow you to have less administrative work to do, mostly if they register by themselves.

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Invite CRM leads and opportunities to register for published website events of their event category, either manually with a button or automatically through a scheduled job, and optionally move them to the next sales stage.

This module connects CRM opportunities with website events. On an opportunity that has an event category set, a new "Invite to website" button appears in the form header. Clicking it opens an email composer pre-filled with the "Invite to event category" template, which contains a link to the website page listing the published events of that category. The button is hidden when no published event exists for the category, or when the company is not set or has no website; in that case a warning message is shown on the form.

On each CRM stage you can enable two options in the "Event Categories" group: invite automatically to website event category, and advance stage automatically when inviting. A daily scheduled job looks for opportunities in stages with automatic invitation enabled, that have an email address and an event category, and sends the invitation email for each published event category with available seats. When the invitation is sent, if the stage allows it, the opportunity is moved to the next stage.

The module touches crm.lead, crm.stage, event.type and the email composer, and adds a mail template plus a scheduled action.

Depends on

crm_eventwebsite_event
Models and fields (3)
  • crm.lead · extends an existing modelauto_invite_warning, event_type_website_url
  • crm.stage · extends an existing modelauto_invite_website_event_type (Invite automatically to website event category), auto_advance_stage_invite_website_event_type (Advance stage automatically when inviting to website event category)
  • mail.compose.message · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 13.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 13.0

Installation

Source · Odoo 13.0

To install this module, you need to:

  • Install crm_event from https://github.com/OCA/event

Configuration

Source · Odoo 13.0

This module allows you to configure opportunity stages to enable some automations.

To advance automatically to the next stage when the opportunity is invited to view an event category on the website:

  • Go to CRM > Sales > My pipeline.
  • Hover over one stage name and click on its cogs icon.
  • Choose Edit Stage.
  • Enable Invite automatically to website event category if you want that opportunities in that stage, which are related to an event category, get periodically checked to see if there's a new event published in your website, belonging to that category, and, if so, invited to check it out.
  • Enable Advance stage automatically when inviting to website event category if you want that, when one of the opportunities in that stage is invited to check out events published on your website, it advances automatically to the next stage.

Important: If you don't want to invite automatically on loop, make sure to enable both options if you enable the 1st one, and make sure the next stage is not enabled to autonotify.

To configure the frequency of automated notifications:

  • Go to Settings > Technical > Automation > Scheduled Actions > Notify all opportunities related to event categories.
  • Edit Execute Every.

Important: That only schedules mails, but they will be sent later when the Mail: Email Queue Manager automated action is triggered. You can configure it the same way.

Usage

Source · Odoo 13.0

To use this module, you need to:

  • Go to CRM > Sales > My pipeline and create one opportunity.
  • Assign an event type and a customer to it. The event type must:
  • Have at least one published event.
  • With available seats.
  • Which is upcoming.
  • Click on Invite to website. You will see a wizard to send an email to the customer, inviting him/her to visit your website and register to an event.
info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.