Odoo is an ERP and CRM system developed by the Belgian company Odoo S.A. Among the implemented modules of the system are accounting, CRM, human resource management, production, sales, procurement, warehouse management, project management, transport management, claims management, POS, and a module for integration with social networks.
Main features of integration with Odoo:
Creating standard opportunity entities from calls;
Creating standard Lead entities from calls;
Creating standard Contact entities from calls;
Creating Tasks from calls;
Transferring call links;
Integration with [service name];
Smart call forwarding (optional);
Transferring UTM tags (optional).
Integration Setup
The integration is configured individually by our Ringostat specialists. To set up the integration, you need to write to us in chat and provide the configuration data.
What is needed for integration setup:
Odoo access with "Administrator" level
Which employees participate in the integration?
Create entities for incoming calls only or for both incoming and outgoing calls?
Do you need to transfer UTM tags?
Do you need to create Tasks? We can create tasks for all calls (successful + unsuccessful) or not create them at all.
Do you need to create standard Opportunity or Leads?
Lead — this is an initial contact or request. This is not yet a verified potential client.
Opportunity — this is already a qualified lead that can realistically be worked with for sales.
Important! You can only choose to create one entity: Opportunity or Leads, since they are essentially the same thing, the difference is only in statuses.
Is it necessary to transfer UTM tags?
Attention! Before our specialists start configuring the integration, it's very important to make sure that all basic models are already in the CRM and are interconnected. |
As a rule, usually only the call model crm.phonecall is missing and needs to be added manually.
This can be done in several steps:
1) Go to the Odoo market via this link.
2) Select the Odoo version you are using and download it.
3) Add the model in the Settings -> Technical -> Models section
If in future work you need to see the call in the lead, you need to link the crm.phonecall and crm.lead models together
These settings in CRM can be checked and made with the help of Odoo technical support.
Integration Logic
Accepted incoming or outgoing call of an employee
We check if there is an opportunity/lead in Odoo by the number that was called / from which the incoming call was made. If found, we create a call in the Calls section under the account of the employee who made/received the call. If we don't find an opportunity, we create an opportunity entity with the call ourselves.
You can listen to the call by clicking on the corresponding row in the Calls section.
2. (additional setting) If it was an incoming call, we record UTM tags in Extra Information
Missed Incoming Call
We check if there is an opportunity/lead in Odoo by the number that was called. If found, we create a missed call. If we don't find an opportunity, we create an opportunity entity with the call ourselves.
Calls can be viewed by clicking on the corresponding row in the Calls section:
2. (additional setting) If it was an incoming call, we record UTM tags in Extra Information
We search for the contact by the caller's number in full format: 380671234567. If in the lead or contact created by another integration, the number is written in a different format, we will create a duplicate contact. |
Displaying Client Data in Ringostat Smart Phone
When a client calls, the client's name from the CRM system will be displayed in the Ringostat Smart Phone interface.
Also, in the "Insider" section, there are buttons for navigating to the CRM system.
The client's name and link to the CRM will only be visible during the call. After the conversation ends, the data will no longer be displayed in the call history and call log of the personal account. |