WhatsApp Integration Chatter

$ 391.24

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Contacts (contacts) • Discuss (mail) • Project (project) • Calendar (calendar) • Invoicing (account)
Lines of code	2139
Technical Name	`windx_whatsapp_chatter`
License	LGPL-3
Website	https://windx.com.vn

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Contacts (contacts) • Discuss (mail) • Project (project) • Calendar (calendar) • Invoicing (account)
Lines of code	2139
Technical Name	`windx_whatsapp_chatter`
License	LGPL-3
Website	https://windx.com.vn

Whatsapp Connector

This module provides a seamless way to connect your Odoo CRM with customers through WhatsApp. It enables real-time messaging, automatic contact creation, and effortless tracking of conversation history — all within Odoo’s familiar interface.

OUTSTANDING FEATURES

Our module enhances customer engagement, simplifies lead management, and streamlines the handover from sales to project execution - ensuring a consistent communication experience from the first contact to project delivery.

Free 60 Days support

WinDX will provide FREE 60-day support for any doubts, queries, and bug fixing or any types of issues related to this module. This is applicable from the date of purchase.

+84919889969

E-Mail

nguyenxuanlinh@windx.com.vn

Facebook

https://www.facebook.com/windxofficial

Website

https://windx.com.vn/

FEATURES

HOW IT WORKS

SUPPORT

FAQS

What Makes Whatsapp Connector Unique

The ultimate time and money saving Odoo tool for your Business.

Watch a demo

All Features

1 - Instant Message Notification

Get instant pop-up alerts when a customer sends a new WhatsApp message. New customers are automatically created as Contacts and CRM Leads — saving time and ensuring no lead is missed.

2 - Chat Box Display

Click on the notification to open the chat box instantly. View full conversation and reply directly without switching screens.

3 - Centralized Discuss View

All WhatsApp messages are displayed in one central view. Admins see all chats, while users only view their assigned conversations - ensuring privacy and efficiency.

4 - Convert CRM to Project or Tasks

When a lead is marked as “WON”, two options appear: To Project: open the related project overview. To Tasks: view all tasks in the project Kanban board - enabling smooth handover from sales to execution.

1. Get basic information for Sending Message

1.1. Go to Meta Developer (developer.facebook.com), open the App connected to WhatsApp → App Settings → Basic.

Copy the App ID and App Secret.

1.2. Navigate to Use Case → Customize (Connect to WhatsApp) → API Setup.

Copy the App ID and App Secret.

Copy the Phone Number ID and WhatsApp Business Account ID.

Generate an Access Token using the Generate access token button.

1.3. Enter the five required fields in Odoo and click Test Connection.

If successful, the system displays a confirmation message and automatically creates a new contact.

2. Configure Webhook

2.1. In Odoo, enter the Webhook Endpoint and generate the Callback URL, then enter the Webhook Verify Token.

Go to Use Case → Customize (Connect to WhatsApp) → Configuration.

Enter the Callback URL and Verify Token, then click Verify and Save.

2.3. Re-enter any missing information if required and save again.

2.4. Under Webhook event selection, enable:

account_update
messages (v23)

3. Assign Permissions

Grant the appropriate users the rights to manage, view, and send messages using the newly created contact.

4. Receive Incoming Message Notifications

When a customer sends a new WhatsApp message: The system displays a popup notification.

If the customer contacts the business for the first time, the system automatically creates a new Contact in CRM.

5. View Chat Content

When the user clicks the incoming message notification, a chat box opens.

The interface displays the full conversation history between the customer and the business.
Users can reply directly within this chat box.

6. Manage All Conversations in WhatsApp Menu

All incoming WhatsApp conversations are listed under Menu → WhatsApp.

Admin can view all conversations.
Sales Users can only view conversations assigned to them.

7. Convert CRM to Project or Tasks

When a CRM Lead moves to the “WON” stage:

Two new action buttons appear: To Project and To Tasks.

To Project: Opens the detailed Project view created from that Lead (with the option to return to the CRM form).

To Tasks: Opens the Project’s kanban view showing all tasks under that project.

User Guide

Watch video tutorial

Click here