WhatsApp CRM Integration for Odoo
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 116.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Live Chat (im_livechat) |
| Community Apps Dependencies | Show |
| Lines of code | 11708 |
| Technical Name |
dev_whatsapp_crm_integration |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Live Chat (im_livechat) |
| Community Apps Dependencies | Show |
| Lines of code | 11708 |
| Technical Name |
dev_whatsapp_crm_integration |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 17.0 18.0 19.0 |
WhatsApp CRM Integration in Odoo
Auto Leads • Stage Notifications • Chat Logging • CRM Dashboard • Discuss Panel
WhatsApp CRM Integration Odoo app connects your WhatsApp Business conversations to the Odoo CRM
pipeline, so a chat never has to be copied into a lead by hand. When a customer messages you for the first
time, the app can open a CRM lead or opportunity, fill in the name, phone, source, and tags, and assign it
to the right sales team and salesperson. If that contact already has an open lead, the chat links to it
instead of creating a duplicate.
Every message, incoming and outgoing, is saved on the lead, so the full history stays in one place. As a
lead moves through your pipeline, each stage can send the right WhatsApp template to the customer, the
salesperson, or both, with an optional delay and a condition so only the leads you choose are messaged. A
built-in dashboard shows WhatsApp lead volume, conversion rate, won revenue, the pipeline funnel, and a
salesperson leaderboard. It is made for sales teams that already talk to customers on WhatsApp and want
every conversation to count in CRM.
KEY HIGHLIGHTS
Auto Lead Creation
New WhatsApp chats become CRM leads or opportunities on their own, with the contact details filled in.
Stage-Based Messages
Moving a lead to a new stage can send the right WhatsApp template to the customer or salesperson.
Conversation on the Lead
Every WhatsApp message is logged on the lead, so the full back-and-forth stays in one place.
CRM WhatsApp Dashboard
Leads, conversion, won revenue, a pipeline funnel, and a salesperson leaderboard in one view.
Leads Panel in Discuss
See the CRM leads linked to a WhatsApp chat right beside the conversation in Discuss.
Notify Both Sides
Send stage updates to the customer, the assigned salesperson, or both, each with its own template.
No Duplicate Leads
An existing open lead for the same contact is reused instead of creating a second one.
Source and Tag Tracking
WhatsApp leads are tagged and marked with a WhatsApp source, so reporting stays clean.
FEATURES
Automatic Lead Creation
A first-time WhatsApp message opens a CRM lead or opportunity with the contact's name, phone, source, tags, sales team, and salesperson already set.
Duplicate-Safe Matching
If the contact already has an open lead, the chat links to it instead of creating a second one, keeping your pipeline tidy.
Stage-Based Auto Messages
Turn on auto-send for any pipeline stage so the right WhatsApp template goes out the moment a lead reaches it.
Customer and Salesperson Templates
Pick a separate WhatsApp template for the customer and for the assigned salesperson on each stage.
Delay and Conditions
Hold a stage message for a set number of minutes, and add a condition so only matching leads, such as high-value ones, are messaged.
Anti-Spam Guard
The same stage template will not be sent twice to the same lead within a day, so customers are never flooded.
Conversation Logging
Incoming and outgoing WhatsApp messages are posted to the lead's chatter, color-coded by direction, with the first message saved in the notes.
WhatsApp CRM Dashboard
Track WhatsApp leads, conversion rate, average deal value, won revenue, a pipeline funnel, and template delivery and read rates.
Salesperson Leaderboard
See who is winning the most WhatsApp leads and revenue, ranked on the dashboard with conversion rates.
Leads Panel in Discuss
A side panel in each WhatsApp chat lists the linked CRM leads with stage, owner, expected revenue, and priority, one click from the lead.
Send a Template from a Lead
Send an approved WhatsApp template straight from a lead, and the conversation links back to that lead automatically.
Create a Lead from a Chat
Use the lead command inside a WhatsApp conversation in Discuss to open a lead on the spot, with the chat attached to it.
Per-Account Lead Rules
Decide, for each WhatsApp account, whether to create leads or opportunities and the default priority, team, salesperson, source, stage, and tags.
Ready-Made CRM Templates
Ships welcome, follow-up, proposal, meeting reminder, deal-won, nurture, and feedback message templates for CRM, ready to approve and use.
FROM CHAT TO CLOSED DEAL
Here is how a single WhatsApp message becomes a tracked CRM opportunity and keeps your team and your customer updated at every stage.
01Customer Messages You
A customer sends a WhatsApp message to your business number and it opens as a chat in Odoo Discuss.
02A Lead Opens Automatically
The app creates a CRM lead or opportunity, fills in the contact, source, and tags, and assigns it to your chosen team and salesperson, or links an existing lead.
03The Conversation Stays Attached
Every message is logged on the lead's chatter, and a panel in Discuss shows the leads linked to that chat.
04Stages Trigger Messages
As you move the lead forward, the right template is sent to the customer or salesperson, with optional delay and conditions to control who gets it.
05Measure in the Dashboard
See how many leads came from WhatsApp, their conversion rate, won revenue, the pipeline funnel, and the salesperson leaderboard.
CRM WhatsApp Analytics Dashboard
One screen for your WhatsApp sales numbers: total WhatsApp leads, conversion rate, average deal value, active chats, and won revenue, alongside a pipeline funnel, a salesperson leaderboard, and template sent, delivered, and read rates. Filter everything by date range.
CRM Settings on the WhatsApp Account
On each WhatsApp account, open the CRM Integration tab to turn on Auto-Create CRM Leads and set how they are created: lead or opportunity, priority, sales team, salesperson, tags, and the WhatsApp source used for tracking.
Incoming WhatsApp Message
A customer's first WhatsApp message arrives as a chat in Odoo Discuss under the WhatsApp channel, ready for your team to read and reply.
Lead Created From the Chat
The message opens a CRM lead, here "WhatsApp: Alice Mathew", with the contact, phone, and WhatsApp Lead tag filled in. The first message is saved both in the lead's chatter and in its internal notes.
Auto-Send Setup on a Stage
On any pipeline stage, turn on Auto-send WhatsApp, choose the account, set a delay in minutes, and add a condition. Pick a separate template for the customer and for the salesperson.
Move the Opportunity Forward
Change the opportunity's stage straight from the form, for example to Won, to trigger the WhatsApp messages set up on that stage.
Stage Reached, Messages Sent
When the lead moves to Won, the configured templates go out to the customer and the salesperson, and the stage change is recorded on the lead's chatter.
The Customer Gets the Update
The customer receives the stage template on WhatsApp, here a welcome message with a button, sent automatically from CRM.
The Salesperson Gets Notified
The assigned salesperson receives their own WhatsApp message, here a deal-won alert, so the team stays in the loop without checking the pipeline.
Version History
Version 18.0.1.0.0 Current
Initial release
Is this app compatible with Odoo Enterprise?
Yes. It works with Odoo Community, Enterprise, and Odoo.sh. No extra configuration is needed for any edition.
Do I need the WhatsApp Integration app as well?
Yes. This module builds on our WhatsApp Integration app, which connects your WhatsApp Business number, and on the standard Odoo CRM app. Both are required.
Are leads always created automatically?
Only when you switch on Auto-Create CRM Leads on the WhatsApp account. You can leave it off and create a lead from a chat yourself with the lead command in Discuss whenever you choose.
Will stage messages spam my customers?
No. A built-in guard blocks the same stage template from going to the same lead within 24 hours, and a condition on each stage lets you decide which leads are messaged at all.
Can I message only certain leads when a stage changes?
Yes. Each stage has a condition you can set, for example only leads above a certain expected revenue or from a specific country, so only those leads receive the message.
If I need customization, how can I contact you?
Please reach out at odoo@devintellecs.com. We offer customization, integration, and consulting services tailored to your business.
Do I get free support and updates?
Yes. You get free support for 90 days from the date of purchase, covering doubts, queries, and bug fixes (excluding data recovery), plus free lifetime updates for this module.
Free 90 Days Support
DevIntelle provides free 90 days support for any doubts, queries, and bug fixing (excluding data recovery) or any issues related to this app. This is applicable from the date of purchase.
odoo@devintellecs.comWhy Us?
DevIntelle Consulting Services Pvt Ltd is an India/USA based Odoo service provider with 12+ years of experience. We offer implementation, customization, migration, support, and training, helping you get the most out of your Odoo system.
Devintelle Odoo Services
Odoo Implementation
Get Odoo set up and running for your business the right way.
Odoo Customization
Tailor Odoo to fit exactly how your team likes to work.
Odoo Integration
Connect Odoo with the tools and platforms you rely on.
Odoo Migration
Move to a newer Odoo version smoothly, with your data intact.
Odoo Training
Help your team get confident and productive in Odoo.
Odoo Support
Reliable help whenever you have questions or run into issues.
Connect Us
DevIntelle Consulting Services
Your Odoo implementation, customization, and integration partner. Reach out anytime, we are happy to help.
Please log in to comment on this module