Overview
The Eazybe Odoo integration allows you to connect your WhatsApp conversations directly with your Odoo CRM. Sync contacts, create leads, add notes, and manage your customer relationships without leaving WhatsApp.What You Can Do
Sync Contacts
Automatically sync WhatsApp contacts to your Odoo CRM
Create Leads
Convert WhatsApp conversations into Odoo leads instantly
Add Notes
Attach notes and updates to contacts from WhatsApp
Chat Backup
Keep all WhatsApp chats backed up in Odoo
Integration Features
Mini CRM View
Access Odoo contact information directly within WhatsApp:- View contact details
- Create and edit contacts
- Add leads and opportunities
- Attach notes to conversations
Label-Based Sync
Control which contacts get synced based on WhatsApp labels for organized backup.Direct Redirect
Click “View on Odoo” to jump directly to a contact’s profile in your Odoo instance.Getting Started
Prerequisites
Ensure you have:
- Active Odoo account with admin access
- Odoo Instance URL
- API Key generated from Odoo
Connect Your Account
Follow the Account Connection guide to link your Odoo instance.
Use Mini CRM
See the Mini CRM guide to learn about creating contacts and managing data.
Need Help?
Contact Support
If you have any questions or need further assistance, reach out to us at
hey@eazybe.com. We’re happy to help!