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.
The integration can be configured with all Odoo editions: Odoo Community and Odoo Enterprise. There may be limitations in working with some entities, depending on your solution settings. |
What is required for integration setup:
Odoo access with "Administrator" level: login, password, Odoo portal URL;
Odoo portal database name (Database);
Full name of the Top Manager for integration;
Information about which entities need to be created and which fields should be filled in them. Basic information needed regarding entities:
Whether to create entities for inbound calls only or for both inbound and outbound calls;
Whether UTM tags need to be transferred;
Whether Tasks need to be created. The integration can create Tasks either for all calls (successful + unsuccessful) or not create them at all.
Whether to create standard Opportunities or Leads. Important! You can only choose to create one entity: Opportunities or Leads, since they are essentially the same thing, with the difference only in statuses:
Lead is an initial contact or inquiry. It's an unverified potential client yet.
Opportunity is an already qualified lead that can be realistically worked with for sales.
Whether a Contact needs to be created;
Whether a Call needs to be created.
Before our specialists begin configuring the integration, it's important to ensure that all basic models already exist in the CRM and are linked together. If your Odoo portal doesn't have the Model installed for working with the selected entity, configuring the integration to work with it is only possible after you install the required Model in the Odoo portal. |
Working with Calls
To create Calls, Odoo must have the voip.call or crm.phonecall module installed.
The voip.call module is a common module for Calls. Ringostat specialists can install it in your portal if necessary and configure it, provided this module is available in your CRM portal version.
If you need to see calls in the Lead/Contact during further work, then you need to link the call model and the entity together. Our specialists can perform these settings upon request.
As a result, a smart-button will appear in your Odoo portal in the Lead/Contact entity for navigating to the list of calls for the selected client.
Attaching calls to entities in Odoo is possible through Studio settings, which are available in the Enterprise version; this functionality is not available in Community. |
If you choose to use the crm.phonecall module for calls, you need to install it in your portal either independently or with the help of Odoo technical support.
This can be done in several steps:
Go to the Odoo market via this link
Select the Odoo version you're using and download it.
Add the model in the Settings > Technical > Models section
If you need to see calls in the Lead during further work, then you need to link the crm.phonecall and crm.lead models together. These settings in the CRM can be checked and configured 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.
To ensure proper display of client information, the “Ringostat Mini CRM Integration” option must be enabled within the project. Our technical support team can activate this setting upon your request. |