How Lead Enrichment Works in Odoo18 CRM

Last Updated: 20 January 2025

Introduction to Lead Enrichment in Odoo 18

Lead enrichment in Odoo18 is the process of enhancing the basic customer information such as an email address by automatically searching the external sources to retrieve the additional contact details like names, phone numbers and company information.

Many UAE businesses prioritize identifying the new avenues for growth and customer acquisition. Achieving this goal is all depends on a company’s ability to gather contact details, initiate outreach, and build lasting relationships with customers. With the support of dedicated sales teams and customer relationship managers, this approach has consistently enabled businesses to expand their client base. Whether at trade shows, academic expos, or through roadside promotions, opportunities to connect with potential clients exist at every turn.

Challenges in Collecting Accurate Lead Information

What ever collecting the accurate contact information is rarely straightforward. Prospective customers are reluctant to share personal details until they feel confident in the company’s credibility. In some instances, a business only have access to an email address which is insufficient on its own for building trust or driving conversions.

Given the high risk of spam or scams people are often cautious when contacted solely via email and to establish a genuine connections, businesses need more direct channels such as phone calls or face-to-face conversations without complete contact information, forming those deeper interactions becomes a challenge.

How Odoo 18 Lead Enrichment Solves This Problem

This is where Odoo’s enrichment feature offers real value Odoo ERP Software helps business to enhance limited lead data by automatically sourcing the accurate and verified contact details from external databases and the Odoo users can seamlessly access more comprehensive profiles and significantly improve their outreach success rate.

Lead enrichment in Odoo18 enhances existing leads by providing additional business information associated with a contact. It is offered as an In-App Purchase (IAP) and requires the use of credits to access.

When enabled, lead enrichment in Odoo18 can automatically retrieve and append valuable data to leads already stored in the Odoo database. The information provided may include:

• Full business name and logo
• Social media profiles
• Company type and founding date
• Industry sectors
• Number of employees
• Estimated annual revenue
• Phone number and timezone

This enriched data allows sales and marketing teams to better understand potential clients, personalize outreach, and prioritize high-value leads more effectively.

Using Odoo18’s lead enrichment feature, businesses can take that basic email data and automatically retrieve more complete contact profiles. This functionality helps transform minimal information into valuable sales leads.

To use this feature in Odoo18, it must first enabled in the CRM module settings. Within the Lead Generation section, users can activate the Lead Enrichment option. Once activated, additional settings become available:

• On-Demand /Manual Enrichment: Only contacts specifically selected by the user will enriched with additional data.
• Automatic Enrichment: All incoming leads will enriched automatically, as long as they have a valid email address.

In this blog, we can go through the steps involved in the lead enrichment feature of Odoo18.

The first step is to activate the Lead Enrichment option from CRM → Configuration → Settings

As seen in the above image, we have two options for lead enhancement – automatically or manually.

Automatic Lead Enrichment in Odoo18 CRM

If the Enrich All Leads automatically option is selected during the CRM setup, Odoo will automatically enrich all leads without requiring any additional user action.

Once this option is enabled in Odoo connects to a remote database and runs a scheduled action every 60 minutes and During each scheduled run the will system checks for leads that can enriched and updates them with additional contact and business information accordingly.

This automation ensures that your lead data stays up-to-date with minimal manual intervention and will save your time and improving the effectiveness of your sales pipeline.

Manually Enrich Leads in Odoo18 CRM

If the Enrich leads on demand only option was selected during the CRM setup the users can still enrich leads manually on a case-by-case basis.

To manually enrich a lead:

• Navigate to the CRM → Leads / Opportunities
• Open the lead you want to enrich.
• Click the “Enrich” button (available if enrichment credits are available and the feature is active).

This will trigger an on-demand request to Odoo’s remote database, retrieving additional business information for that specific lead.

Bulk Manual Lead Enrichment in Odoo18 CRM

To manually enrich multiple leads at once, you can use the List View in the CRM module. Follow these steps:

• Go to the CRM app in your Odoo dashboard.
• Click on the Leads menu.
• Switch to the List View by clicking the list icon in the top-right corner of the leads screen.
• Select the checkboxes next to the leads you want to enrich.
• Once selected, look for the Action dropdown menu above the list.
• Click Enrich from the dropdown options to initiate the enrichment process for the selected leads.

This action can also done from CRM → Sales → My Pipeline as shown in the image below.

Let us now create a new lead from the Pipeline menu. For this navigate to,

CRM → Sales → Pipeline → Click on the New button

As shown in the above image, we can create a new pipeline by entering the required details in this view.

We can enter the name of the opportunity and the customer’s email address and then click on the ‘Add’ button. This will create a new lead which can then be accessed as explained earlier.

We can then click on the Enrich button as explained above.

This powerful feature ensures you are getting receive accurate and up-to-date contact details while streamlining your lead management process.
And Odoo’s lead generation features offer valuable tools for organizations across various industries no matter in products, services, education or training to convert potential leads into loyal customers.

By combining lead generation with Odoo’s lead enrichment functionality, businesses can access more complete and accurate customer data. This enhanced information enables businesses to:

• Design targeted marketing strategies
• Equip sales teams with actionable insights
• Identify and reach new customer segments more effectively

Together these features will empower you UAE business to simplify the sales process, personalize outreach and improve conversion rates. So what are you waiting for get a free Odoo demo now.

Frequently Asked Questions (FAQs)