| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 4933 |
| Technical Name |
zadarma |
| License | See License tab |
| Website | https://modool.pro |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 4933 |
| Technical Name |
zadarma |
| License | See License tab |
| Website | https://modool.pro |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Disclaimer
This software is in no way associated with the Zadarma Company.
This module was developed by Modool Company.
This software is not developed by Zadarma, is not approved by Zadarma and not supported by Zadarma.
Zadarma does not bear any liability for this software.
All rights to this software belong solely to Modool Company.
If you have any questions regarding this software, please contact Modool only.
Odoo Zadarma PBX integration
https://zadarma.com
This is a module for integrating Odoo with cloud VoIP PBX from Zadarma.
It allows you to initiate a call from an Odoo, download and save information about calls,
Contacts, show operators pop-up notifications about calls, automatically create from
calls: Leads, Tickets, Orders, ... automatically create a task for missed calls.
Odoo PBX VoIP integration with popup notifications
use phone call automation in Odoo
During phone calls, you get popup notification(the same as on screenshot below).
From this popup notification, you will know not only the name of the Client,
what Company he is from, what his function is, but also see all his Leads.
In one click you can open: the Phone call form, Contact, Lead, or other model form, which is bonded with this phone call.
Popup notification on inbound phone call in Odoo
Classic click2dial button
make phone call from Odoo in one click
Your Odoo has a directory of Partners and their phone numbers.
Speed up your business process with a one-click call to Partner.
Now there is no need to be afraid to make a mistake when dialing 10 digits of a phone number.
You will forget how it was before: look at the monitor, remember the 3 digits, look at the phone,
enter the digits, look at the monitor, find next 3 digits, enter in the phone, on the monitor, in the phone, on the monitor, in the phone...
Now you just need to press the "call" button for make phone call.
You can also enable lead generation for outgoing calls if your business process requires it.
"Make phone call" button in Partner from
Make phone calls from phone calls list
Phone calls in Threads
Use phone calls in model Discuss.
You will see phone calls in the Thread of: Contacts, Leads, Opportunities, Sale Orders, Tasks, Employees, ...
any model containing the Discussion Thread.
Phone calls will be displayed in chronological orderalong with emails, SMS messages,
notes, viber, telegram, whatsapp, skype, ... messages.
Listen to audio records of calls directly from the form Thread.
You will be able to make text descriptions of phone calls and see these descriptions in the Thread.
You can easily and quickly rebind a phone calls from the Lead thread to the Contact thread or another model thread..
VoIP phone calls in Lead's thread
Classic phone calls list in Odoo
phone calls with audio player, images and descriptions
A familiar list of all calls, with an audio player, call descriptions, and contact photos.
Phone calls list in your Odoo
Phone call form with audio player in your Odoo
Phone calls statistic
Odoo statistic diagram by all Company phone calls
You can analyze statistics of call data: number, duration, call statuses, operator, ....
Phone call statistic graph view in Odoo
Auto-generate Contacts, Leads, Tasks, Requests,... from phone calls
autobind phone calls to existed Threads and manual rebind
You can enable the generation of Leads, Tasks, Requests, ... for incoming and / or outgoing calls for each PBX extension line. Very flexible settings. Your Contacts will be created automatically from calls. Your calls will be automatically linked and displayed in the feeds of the models. When a Contact is generated, the phone will be automatically filled in. The Country will be automatically determined and filled in by the telephone prefix.
Auto-create from phone call settings
This Lead was generated and filled automatically from phone call
Auto-burning on missed phone calls
auto-un-burning on make call back
When your operator missed a Client's phone call, then operator will see this call in the "MISSED, BURNING" calls menu.
When the operator calls back on "BURNING" phone call gets through (or if the client calls back and gets through),
the call is automatically "UN-BURNING" (disappears from the list of "burning" calls).
If the operator missed the call, then in the Record associated with the call (Contact, Lead, Task, ...),
a "Call Back" task will be automatically created for the responsible manager.
You can also enable the marking of missed calls with an "Star",
and all missed calls will be accumulated in the "Starred" menu,
but after the call back, this mark will have to be removed manually.
Missed phone calls list
Missed phone call form
Other VoIP connectors
for cloud PBX providers and not only...
Auto-upload call tracking info
get UTM info binded to leads
Free VoIP extensions
fine-tuning for your business processes
Live DEMO
try it online and free
Installation module in Odoo
To install this module, you need to:
Download the module and add it to your Odoo addons folder. Afterward, log on to your Odoo server and go to the Apps menu. Trigger the debug mode and update the list by clicking on the "Update Apps List" link. Now install the module by clicking on the install button.
Configuration Zadarma
- Open https://my.zadarma.com account in web. Sign In.
- Menu - Setting - Integrations and API
- Generate API key and API secret. Store them in Odoo - menu "General settings" - PBX - "API key" and "API secret". Switch to "Production mode".
- At this point, the "zadarma" module should already be installed.
- In Zadarma account set your odoo-url in field "Phone call notification in PBX" in format https://your-odoo-url/zadarma. Push button "Update".
4.2. Set all checkboxes: NOTIFY_START, NOTIFY_INTERNAL, NOTIFY_END, NOTIFY_OUT_START, NOTIFY_OUT_END, NOTIFY_ANSWER
- In Zadarma account set your odoo-url in field "Other notifications (webhooks)" in format https://your-odoo-url/zadarma. Push button "Update".
5.2. Set all checkboxes: NUMBER_LOOKUP, CALL_TRACKING, SMS, SPEECH_RECOGNITION
Configuration Odoo
- open Odoo.
- Setting - Users list - current User form - Rights - "PBX" - set "PBX Manager".
2.2. tab "PBX" - set "Default number" equal to operator sip-number. Just get current operator sip-phone and check what is sip-number.
- If your database contain Contacts with phone numbers then you needed to Reformat all phonenumbers. Press Odoo in developer mode - General Settings - Reformat phone numbers - Reformat all phone numbers wizard - Reformat all.
- In Odoo Contacts -
4.1. open Contact form with phone number.
- 4.2. Press button with handset icon (to the right of the phone number) for make a phone call.
- Make sure the sip phone is turned on.
- Make sure the sip phone is connected to the internal line of the current Odoo user.
- If the operator's sip-phone does not start ring, than check the settings of the current user(in user Form).
4.3. After make test phone call, press "Phone calls menu"(handset button in odoo systray menu(to the left of the your user icon)) - "All phone calls" - The call you just made should be in the call list.
4.4. Menu "General Setting" - tab "PBX" - open PBX number list - you see that odoo automatically add operator internal PBX. Set current odoo user for this pbx number.
4.5. Menu Contacts - open Contact form and make the second outbound phone call to this Contact. You will see the notification about phone call. This means that everything is configured correctly.
- Menu "General Setting" - tab "PBX" - "PBX gate phone numbers" - add your Company sip phone number in format +123456789012. You can see it in Zadarma web account - menu - My PBX - Internal numbers - any number - field CallerID. This setting will turn on the function redirect Client phone call to the Manager Lead.
Contributors
- Oleksandr Komarov https://modool.pro <info@modool.pro>
Author & Maintainer
This module is maintained by Oleksandr Komarov
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Any abuse of this reporting system will be penalizedan excellent investment for my company
I use this module for Zadarma in Odoo community 15.
This module is perfect for making calls, answering calls, knowing when a call has been missed, and keeping a written and audio record in the chat line for each of my clients.
Now when a customer calls me, I already know who is calling and I can answer them in a personalized way.
In my small company we have 5 service stations that work with telephone extensions and everything works perfectly.
In the beginning I had some difficulties in the installation but Oleh helped me immediately by WhatsApp.
Before buying I hesitated but finally it was an excellent investment for my company.
Thank you. 5 stars
Re: an excellent investment for my company
Thank you very much for the feedback.
I hope your Сompany has achieved great success.
Everything works perfectly
I’ve been using this module from half a year now. Some little problems that appeared have been solved quickly and efficiently.
The contact with the author Oleksandr is excellent.
The module works perfectly:
-redirects to the sales manager of a given contact
-creates the chance
-creates the contact
-gives the access to the recorded conversations from Zadarma server
If you have a tracking Zadarma service – the source of acquisition shows up in the contact
Everything works perfectly
Odoo - Zadarma connect instruction
Zadarma setup instruction:
1. Install module "Zadarma" in Odoo. In your odoo user set rights "PBX Manager".
1.2. If your database contain Contacts with phone numbers then you needed to Reformat all phonenumbers. Press Odoo in developer mode - General Settings - Reformat phone numbers - Reformat all phone numbers wizard - Reformat all.
2. Open https://my.zadarma.com account in web. Sign In.
3. Menu - Setting - Integrations and API
4. Generate API key and API secret. Store them in Odoo - General settings - PBX - "API key" and "API secret". Switch to "Production mode".
5. In Zadarma account set your odoo-url in field "Phone call notification in PBX" in format https://your-odoo-url/zadarma. Push button "Update".
5.2. Set all checkboxes: NOTIFY_START, NOTIFY_INTERNAL, NOTIFY_END, NOTIFY_OUT_START, NOTIFY_OUT_END, NOTIFY_ANSWER
6. In Zadarma account set your odoo-url in field "Other notifications (webhooks)" n format https://your-odoo-url/zadarma. Push button "Update".
6.2. Set all checkboxes: NUMBER_LOOKUP, CALL_TRACKING, SMS, SPEECH_RECOGNITION
7. In Odoo Contacts - open Contact form with phone number. Press button with handset icon(to the right of the phone number) and make a phone call.
7.2. In Odoo after make test phone call, press "Phone calls menu"(handset button in odoo systray menu(to the left of the your user icon)) - "All phone calls" - The call you just made should be in the call list.
7.3. In Odoo - General Setting - PBX - PBX number list - you see that odoo automatically add operator internal PBX. Set odoo user for this pbx number.
7.4. In Odoo Contacts - open Contact form and make the second outbound phone call to this Contact. You will see the notification about phone call. This means that everything is configured correctly.
8. In Odoo - General Setting - PBX - PBX gate phone numbers - add your Company sip phone number in format +123456789012. You can see it in Zadarma web account - menu - My PBX - Internal numbers - any number - field CallerID. This setting will turn on the function redirect Client phone call to the Manager Lead.
That is all.
If you have a questions, you can write to our technical expert Oleksandr +380631464833 in telegram, whatsapp.
Boa tarde Oleh, acabei de comprar seu módulo, já instalei, mas não consegui programar. Não consigo encontrar como programar as credenciais de identificação e acho que outras coisas não aparecem.
Onde posso encontrar ajuda para instalação? Tem manual de instalação ou uso?
obrigada
Re:
Boa tarde, Salomão Neto
Estou agora em Portugal na Villa do Conde. Maravilhoso país!
Obrigado por sua compra! Será um prazer ajudá-lo a configurar a integração.
Você pode entrar em contato comigo diretamente no telegram, whatsapp +380631464833. Eu vou te ajudar com a configuração.
Hello, good afternoon. How are you? The module you developed looks very good to me. Before I used Bitrix24 with zadarma. Unfortunately with odoo, I had lost all the perks of the phone. When I saw your module I got more excited. Is it possible for me to take an online test before buying the module? Thanks.
Re:
Oh sure. But now we are updating the internal servers. Therefore, the demo system will be ready only after we completely move to new servers. This will take about a month.
I can offer to conduct a demonstration on the developer's local computer in screen sharing mode.