This integration connects your Hosted Voice with Odoo CRM using XML-RPC protocol, allowing call data to be automatically logged in Odoo. The integration creates and updates contacts, logs calls as messages and associates call information with existing CRM leads and helpdesk tickets.
TIP
It is important that telephone numbers in Odoo are stored in the format that the PBX uses, which is in E.164 (eg. 61234567890). This is because telephone numbers need to match exactly in ActiveCampaign.
Requirements
You will need your Odoo URL, database name, username, and password. Make sure the user has the necessary permissions for the Contacts, CRM, and Helpdesk modules.
Integration Setup
On the Hosted Voice admin portal, navigate to Integrations then select Odoo Cloud. Here, you will configure your Odoo credentials:
Once successfully connected, calls will be displayed in Odoo.
Integration Features
Automatic contact creation and matching
Call logging in contact records
Integration with CRM leads and opportunities
Integration with helpdesk tickets
Support for outbound, inbound, and voicemail calls
Call outcome and duration tracking