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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

  1. Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
  2. Click on More Apps, and you will see the list of Integrations.
  3. Click on Connect button.
  4. 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.
  5. Click Configure button
  6. Enable the Push Created Lead to CRM toggle and click on Configure button.
  7. Click the Next: Create Contact button.
  8. 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

  1. Go to Conversation of the selected chat interfacemctest1
  2. 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.mctest2
  3. Have a complete interaction with your chat interface.

Disconnect the Integration

  1. Just click on the Disconnect button and your integration will get disconnected.

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