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Social CRM

by
Odoo

$ 37.14

v 19.0 Third Party 4
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 4870
Technical Name d_social_crm
LicenseOPL-1
Websitehttps://duong-odoo-apps.odoo.com
Versions 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Community Apps Dependencies
Lines of code 4870
Technical Name d_social_crm
LicenseOPL-1
Websitehttps://duong-odoo-apps.odoo.com
Versions 18.0 19.0

SOCIAL CRM LEAD GENERATION

Simple Social Media to CRM Lead Conversion

Social CRM Lead Generation

Transform your social media interactions into business opportunities with simple and effective lead generation tools for Odoo Community Edition.

Key Features

  • Simple Lead Creation: Convert social media comments and posts into CRM leads with one click
  • Lead Tracking: Track lead count directly on social posts and comments
  • Multi-Platform Support: Works with TikTok Business, Threads, and other d_social providers
  • UTM Integration: Automatic UTM parameter assignment for campaign tracking
  • Wizard Interface: Easy-to-use wizard for lead creation with pre-filled data
  • Lead Management: View and manage all leads generated from social media

Simple Lead Generation Workflow

Convert social media interactions into business opportunities with a straightforward workflow designed for simplicity and efficiency.

  • Click "Create Lead" button on any social media comment or post
  • Fill in lead information using the simple wizard interface
  • Automatic UTM tracking for campaign attribution
  • View lead count badges on social posts and comments
  • Manage leads through standard Odoo CRM workflow
Social CRM Lead Generation Workflow

Lead Creation Features

Create leads from social media interactions with pre-filled information and automatic tracking.

  • Create leads from individual comments or entire posts
  • Pre-filled contact information from social media profiles
  • Automatic description generation with original content context
  • UTM source, medium, and campaign assignment
  • Link leads back to original social media content
  • Support for existing customer records or new contacts
Lead Creation Wizard

Smart UTM & Source Tracking

Here is the exact mechanism of our automated UTM and Source mapping process from a Social Post directly to a CRM Lead:

  • Step 1 (Auto UTM Medium): Navigate to a connected Social Account configuration. You will see an auto-generated UTM Medium associated natively with that account.
  • Step 2 (Create Post with URL): Create a new Social Post, enter your content alongside a URL (e.g., your website's Contact form link), assign it to a Campaign, and click Post.
  • Step 3 (Auto Link Trimming): Check the published Live Post. The system has automatically converted and shortened your destination link using Odoo's Link Tracker (e.g., into an `.../r/...` format) embedding all UTM parameters in the background!
  • Step 4 (Customer Action): A prospective customer clicks the shortened link on their social feed, accesses your Contact Form, and submits their inquiry.
  • Step 5 (CRM Validation): Open your newly created CRM Lead! You will notice that Odoo perfectly tracked the origin with: Source = Source of the Social Post | Medium = Medium of the Social Account | Campaign = Campaign of the Social Post.
Social Account UTM Medium UTM and CRM Source Tracking Workflow Lead create from CTA of Post

Lead Tracking & Management

Keep track of leads generated from your social media activities with visual indicators and easy access to lead records.

  • Lead count badges on social post kanban cards
  • "View Leads" buttons for quick access to generated leads
  • Lead count statistics on individual comments
  • Social origin tracking in CRM lead forms
  • Filter and search leads by social media source
  • Standard Odoo CRM workflow integration
Lead Tracking on Social Posts

Note

In order to use this app properly you need to buy separated social integration below

Tiktok Social Content Posting

Tiktok Social Odoo

Tiktok Business Social - Post and sync tiktok, comments

Tiktok Social Odoo

Threads Social - Post and sync threads, comment

Threads Social Odoo

Social Facebook - Post and sync facebook post, comment, reel

Facebook Social Odoo

Social Instagram - Post and sync instagram post, comment, reel, stories

Instagram Social Odoo

LinkedIn - Post and sync linked post, comments

Linked Social Odoo

X Social - Post and sync X post, comments

X Social Odoo

Youtube - Post and sync youtube video, comments

Youtube Social Odoo

Documentation

Please open the Documentation tab on the right side of this page to see how to configure the Facebook developer app and the Odoo integration step by step.

Documentation Tab

Support

For support, feature requests, or custom development, please contact us:

duongodooapps@gmail.com

Social CRM Lead Generation

Convert your social media efforts into trackable sales leads with precise UTM mapping.

Configuration & Core Concepts

With the d_social_crm module, you can easily bridge the gap between social engagements and the Odoo CRM pipeline. The most powerful feature is the automatic Source and UTM Tracking.

Here is the exact mechanism of our automated UTM and Source mapping process from a Social Post directly to a CRM Lead:

  1. Auto UTM Medium Registration Navigate to a connected Social Account (e.g., your Company Facebook Page) in Odoo's Social Marketing app. You will notice an inherently mapped UTM Medium (such as "social") automatically assigned to that account configuration.

    UTM Medium auto-generation

  2. Create Post with Embedded URL Proceed to create a new Social Post. Write your caption and include a destination URL (like the link to your website's Contact Us form). Additionally, assign the post to a specific Campaign before hitting "Post".

  3. Auto Link Trimming via Link Tracker Once the post is published, check the Live Post. You will see that Odoo has automatically intercepted your destination URL and converted it into a shortened link (e.g., `https://odoo_example.com/r/...`). Odoo Link Tracker silently embeds the utm_source, utm_medium, and utm_campaign metrics into this short URL based on your selected social account and campaign.

    CRM accurate tracking

  4. Customer Action A prospective customer scrolling through their social feed sees your Live Post, clicks the newly shortened link, lands on your website, and submits the Contact form.

  5. CRM Validation & Tracking Accuracy Navigate to your CRM app and open the newly created Lead. Under the Marketing or Tracking tab, you will find perfect attribution:

    • Source: Automatically adopts the Source of the originating Social Post.
    • Medium: Automatically adopts the Medium tied to the Social Account.
    • Campaign: Automatically matches the Campaign assigned to the Social Post.
    Lead create from Social Post Odoo

This ensures a 100% accurate Marketing ROI analysis natively connecting social engagement records with confirmed CRM opportunities!

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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