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TradeIndia Odoo Connector: Smart Lead Management & CRM Automation

by
Odoo

$ 39.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 672
Technical Name rcs_tradeindia_integration
LicenseAGPL-3
Websitehttps://www.reliution.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 672
Technical Name rcs_tradeindia_integration
LicenseAGPL-3
Websitehttps://www.reliution.com

TradeIndia Odoo Connector: Smart Lead Management & CRM Automation

Transform your B2B lead management process with the TradeIndia Odoo Connector. This powerful tool bridges the gap between India's largest B2B marketplace and your Odoo CRM, automating the flow of critical business data.

Manually entering leads from trade portals is time-consuming and prone to errors. This Odoo connector eliminates those inefficiencies by automatically syncing enquiries, product interests, and buyer details from your TradeIndia seller account directly into Odoo. Whether you are managing an online business, online shopping portal, or a large-scale manufacturing unit, this module ensures that every potential lead is captured instantly.

By streamlining the lead lifecycle from the initial inquiry to the final sale this app empowers your sales team to focus on what matters most: closing deals. With intelligent field mapping and automated customer profile creation, your Odoo lead management becomes accurate, organized, and ready for rapid growth.

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configuration_icon Features
configuration_icon Setup
configuration_icon Workflow

Hot Features


Automated Lead Sync:

Automatically fetches TradeIndia enquiries and populates them as leads in Odoo.

One-Click Customer Creation:

Converts lead contact details into fully formed customer profiles within Odoo.

Smart Team Assignment:

Automatically assigns incoming leads to specific sales teams for faster response times.

Sync Logs & Tracking:

Provides detailed logs in the configuration menu to track the status of every synced lead.

Duplicate Prevention:

Intelligent logic prevents duplicate entries, keeping your CRM clean and efficient.

Detailed Features

Seamless CRM Integration: Stop juggling multiple tabs. This module acts as a robust Odoo CRM integration tool that pulls data directly from TradeIndia. It maps vital information such as the buyer's name, contact details, and product interest straight into your Odoo Lead or Opportunity fields.
Automated 24 Hours Lead Capture: In the competitive world of B2B lead generation, speed is everything. The system uses a scheduler to fetch leads periodically, ensuring your sales team has access to fresh enquiries around the clock. This ensures you never miss a 24-hour lead opportunity due to manual delays.
Organized Customer Data Management: When a new lead is generated, the connector doesn't just create a lead; it creates a relationship. The module automatically generates a comprehensive customer profile, allowing you to maintain a structured database of online product buyers and potential partners without manual data entry.
Comprehensive Sync Logging: Maintain full control over your data with the "Common Logs" feature. This section records every synchronization attempt, allowing you to audit the lead generation process, verify successful imports, and quickly troubleshoot any connectivity issues with your TradeIndia online B2B marketplace in India account.

Set Up

Download & Install: Install the TradeIndia Odoo Connector from the Odoo App Store.
Access Configuration: Navigate to the TradeIndia App on your dashboard, then go to
TradeIndia Configuration Menu >> Configuration.
Connect Account: Create a new configuration record. Fill in your mandatory TradeIndia API credentials and account details.
Save the details to activate the connector.

Work Flow

Run Scheduler: Once configured, click the Run Scheduler button. This triggers the system to fetch all recent enquiries from TradeIndia.
Sales Integration:
  • Customers: The system automatically creates customer profiles for new contacts in the Sales menu.
  • Teams: Leads are routed to the assigned sales teams based on your configuration.
Monitoring: Administrators can check the Common Logs section in the TradeIndia Configuration menu to view the history of all synced items and ensure the lead management software is performing correctly.

Industry-Specific Use Cases

Manufacturers & Exporters:
Perfect for businesses receiving high volumes of international inquiries. It ensures that every product request is tracked and assigned to the export team immediately.
Wholesalers & Distributors:
Ideal for managing bulk orders. The tool helps B2B lead finder teams organize potential buyers based on product interest and region.
Online B2B Marketplaces:
For sellers managing high traffic on TradeIndia, this tool acts as essential B2B lead management software, preventing data silos between the marketplace and the ERP.
Corporate Suppliers:
Streamlines the process for businesses selling promotional goods or industrial equipment by centralizing all buyer communications in Odoo.

Frequently Asked Questions (FAQs)

Yes. Once the scheduler is configured, the module acts as automated sales lead tracking software, fetching enquiries at regular intervals without manual intervention.

The connector is designed to check for existing records. If a customer already exists based on unique identifiers (like email or phone), it maps the new lead to the existing profile rather than creating a duplicate.

You can view the Common Logs under the TradeIndia Configuration menu. This provides a detailed status report of all successful and failed sync attempts.

Yes, this Odoo connector is built to integrate seamlessly with standard Odoo CRM structures in both Enterprise and Community editions.

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