Odoo
Implementation
3CX CRM Odoo Integration | Odoo 3CX CRM Integration | Odoo 3CX CRM Connector | 3CX CRM Odoo Connector
by Creyox Technologies https://www.creyox.com
Odoo
$ 610.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Calendar (calendar) • Discuss (mail) |
| Lines of code | 813 |
| Technical Name |
cr_3cx_crm_connector |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Overview
The 3CX CRM Odoo Connector enhances customer communication by integrating 3CX's call and live chat functionality directly into Odoo. It enables businesses to manage calls and chats within the platform, streamlining operations and improving customer relationships. Incoming calls from unknown numbers automatically create new contacts, with all call details — including timestamps and duration — logged in the contact’s chatter. Missed calls are followed up with scheduled activities to ensure no opportunity is overlooked. Live chat interactions are also supported, with new visitors added as contacts and their conversations recorded in the chatter. If a call originates from live chat, it is tagged accordingly and linked to the relevant profile.
This module offers additional powerful features such as the ability to create Contacts, Leads, or both simultaneously. It intelligently determines whether to log communication under Contacts, Leads, or both, based on configuration. Activities are automatically assigned to the correct user using their 3CX extension number, while users and their extensions can be managed directly within Odoo. Leads generated through this process are automatically linked to the appropriate salesperson, improving traceability and accountability. With all communication data centrally organized, the connector reduces manual effort, ensures consistency, and boosts team collaboration and customer satisfaction.
Hot Features
Intelligent Call Handling
Integrated Live Chat
Automatic Activity Scheduling
User-Friendly Interface
Centralized Chatter Updates
Seamless Communication
Data Synchronization
Automatic User Generation
Multi-Company Support
3CX User Mapping with Extension
Numbers
Numbers
Automatic Number Recognition with Country Code Matching
Enhanced Customer Interaction History
Chat & Call Journaling
Flexibility
Flexibility
Secure User Authentication and Access Control
Call Direction Tracking (Inbound/Outbound)
Caller and Recipient Information Logging
Add Journaling to Contact, Lead,
or Both
or Both
Call Duration Tracking
Contact / Lead Creation
Options
Options
Activity Assignment by Extension
Owner
Owner
Features
Real-Time Response Capture
Missed Call Follow-Up
Live chat & Call Functionality
Call History Logs
User Profile Creation
Flexible Contact or Lead Creation Options
Choose Journaling Destination (Contact, Lead, or Both)
3CX Extension-Based User Activity Assignment
Automatic Salesperson Mapping Based on Extension
Seamless Multi-Business Compatibility.
User-Friendly Setup and Configuration.
Intelligent Number Recognition.
Authentication and Access Control.
Odoo Call Button Redirects to 3CX.
Chrome Extension for Enhanced Functionality.
Avoid Duplicate Contact Creation via Country Code Validation.
Secured URLs for Email and Phone Links.
Restrict Public Access to Ensure Authenticated User Actions.
Odoo 3CX CRM Connector
- Navigate to Contacts , There you can find menu for 3CX CRM Configuration.
- After Clicking that menu You will get wizard to generate the Configuration file.
- Click the button Generate & Download to Download the Generated Configuration File.
- Login To Your 3CX CRM Instance.
- Navigate To Admin >> Integration >> CRM .
- Click on Button Add Template to Add the Downloaded Configuration File.
- Select the checkboxes as shown below to enable Chat and Call Logging.
- Move back to Odoo Server.
- Navigate To Settings >> User & Companies >> Users .
- Assign Extension number from 3cx to Extension Number in user to respective user .
- Navigate To Settings >> General Settings >>3CX CRM Connector .
- In Lead Source type Specify that what you want to create either contact , lead , both .
- For creating contact Select Lead Source type Contact .
- When you receive an incoming call in 3CX, a new contact is automatically created in Odoo if the number doesn't already exist.
- As soon as the call is answered, you are instantly redirected to the contact form in Odoo.
- On the first call from a new number, the contact will appear with a default name.
- For future calls from the same number, the contact will be recognized, and Odoo will display the updated contact name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective contact.
- If you miss the incoming call, a new activity will be created under the contact in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the contacts, a new contact will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the contact as shown below.
- If the incoming call originates from a live chat, a contact will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that contact.
- To Dial Contact Number Automatically from Odoo Call Button.
- Navigate to Your 3CX CRM Instance >>Apps.
- Add Chrome Browser Extension .
- Navigate Odoo >>Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Contact in Odoo from 3CX CRM from Messages.
- Avoid duplicate contact creation by validating phone numbers with or without country code.
- Navigate to Contacts , There you can find menu for 3CX CRM Configuration.
- After Clicking that menu You will get wizard to generate the Configuration file.
- Click the button Generate & Download to Download the Generated Configuration File.
- Login To Your 3CX CRM Instance.
- Navigate To Admin >> Integration >> CRM .
- Click on Button Add Template to Add the Downloaded Configuration File.
- Select the checkboxes as shown below to enable Chat and Call Logging.
- Move back to Odoo Server.
- Navigate To Settings >> User & Companies >> Users .
- Assign Extension number from 3cx to Extension Number in user to respective user .
- Navigate To Settings >> General Settings >>3CX CRM Connector .
- In Lead Source type Specify that what you want to create either contact , lead , both .
- For creating Lead Select Lead Source type CRM Lead .
- When you receive an incoming call in 3CX, a new Lead is automatically created in Odoo if the number doesn't already exist.
- As soon as the call is answered, you are instantly redirected to the Lead record form in Odoo.
- On the first call from a new number, the Lead will appear with a default name.
- For future calls from the same number, the Lead will be recognized, and Odoo will display the updated Lead name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective Lead.
- If you miss the incoming call, a new activity will be created under the Lead in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the Lead, a new Lead will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the Lead as shown below.
- If the incoming call originates from a live chat, a Lead will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that Lead.
- To Dial Contact Number Automatically from Odoo Call Button.
- Navigate to Your 3CX CRM Instance >>Apps.
- Add Chrome Browser Extension .
- Navigate Odoo >>Lead click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Lead in Odoo from 3CX CRM from Messages.
- Avoid duplicate Lead creation by validating phone numbers with or without country code.
- Navigate to Contacts , There you can find menu for 3CX CRM Configuration.
- After Clicking that menu You will get wizard to generate the Configuration file.
- Click the button Generate & Download to Download the Generated Configuration File.
- Login To Your 3CX CRM Instance.
- Navigate To Admin >> Integration >> CRM .
- Click on Button Add Template to Add the Downloaded Configuration File.
- Select the checkboxes as shown below to enable Chat and Call Logging.
- Move back to Odoo Server.
- Navigate To Settings >> User & Companies >> Users .
- Assign Extension number from 3cx to Extension Number in user to respective user .
- Navigate To Settings >> General Settings >>3CX CRM Connector .
- In Lead Source type Specify that what you want to create either contact , lead , both .
- For creating contact & lead both Select Lead Source type Both .
- In Open Record , Specify when call is received then automatically which record (contact Or Lead) you want to open .
- In Journaling Model , Specify when call is received then in which record (contact Or Lead) 's chatter you want to add journaling (chat journaling or call journaling ) .
- When you receive an incoming call in 3CX, a new contact or lead is automatically created in Odoo if the number doesn't already exist.
- As soon as the call is answered, you are instantly redirected to the contact form in Odoo.
- On the first call from a new number, the contact will appear with a default name.
- For future calls from the same number, the contact will be recognized, and Odoo will display the updated contact name automatically.
- Verify that call details, including call direction , caller/recipient information , and call duration , are logged in the chatter of the respective contact.
- If you miss the incoming call, a new activity will be created under the contact in Odoo for follow-up.
- If a message is received from the live chat and the person is not in the contacts, a new contact will be created in Odoo.
- Once the chat is completed, it will be logged in the chatter of the contact as shown below.
- If the incoming call originates from a live chat, a contact will be created in Odoo as a "Live Chat Caller," and the call details will be displayed in the chatter of that contact.
- To Dial Contact Number Automatically from Odoo Call Button.
- Navigate to Your 3CX CRM Instance >>Apps.
- Add Chrome Browser Extension .
- Navigate Odoo >>Contacts click on call button.
- This will Automatically dial the number in 3cx CRM Dial Pad.
- Easily Navigate to Contact in Odoo from 3CX CRM from Messages.
- Avoid duplicate contact creation by validating phone numbers with or without country code.
Our Services
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
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 penalizedReceived Great support from team,Thank you!