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Odoo CRM Integration
Odoo CRM is a comprehensive and powerful customer relationship management tool designed for businesses of all sizes. The open-source software offers a range of features to streamline the CRM process and help organizations manage interactions with customers and prospects more effectively
Connect WeConnect.Chat with Odoo CRM
- Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
- Click on More Apps, and you will see the list of Integrations.
- Click on Connect button.
- Enter the API key and Bundle Alias. There is a link (How to find this information) that explains how to find these credentials. Test the connection, if all is okay then click connect button.
- Click Configure button
- Enable the Push Created Lead to CRM toggle and click on Configure button.
- Click the Next: Create Contact button.
- In step 2: Leave the Data Source tab as it is. In the Field Mapping tab, add fields as per your requirement and click Save & Close.
Test the Integration
- Go to Conversation of the selected chat interface
- Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Leads checkbox and the tag is selected and click the Save button.
- Have a complete interaction with your chat interface.
Disconnect the Integration
- Just click on the Disconnect button and your integration will get disconnected.
