| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 63582 |
| Technical Name |
pragtech_whatsapp_lead_source |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) • Purchase (purchase) |
| Community Apps Dependencies | Show |
| Lines of code | 63582 |
| Technical Name |
pragtech_whatsapp_lead_source |
| License | OPL-1 |
| Website | http://pragtech.co.in |
| Versions | 16.0 17.0 18.0 19.0 |
Compatible with v16 - v19
Turn WhatsApp chats into CRM leads
The WhatsApp for Lead Generation app connects your most-used communication tool with
Odoo CRM - automatically turning WhatsApp messages into actionable leads.
Every incoming WhatsApp inquiry becomes a new lead in your CRM, with follow-up messages
intelligently linked to existing conversations. Communicate in real-time, send bulk messages
and use custom WhatsApp templates - all without switching platforms.
Compatible with Odoo v16–v19 (Community and Enterprise), this app helps businesses
simplify engagement, save time and ensure no opportunity slips through the cracks.
Lead smarter. Engage faster. Close better.
Built for businesses that run on conversations.
Lead handling just got faster and smarter
Lead assignment by keywords New
Automatically routes incoming WhatsApp inquiries to the right sales or support team based on specific keywords in the message. Ensures faster responses, organized lead handling and zero delays in connecting customers with the right people.
Auto-capture of customer details from WhatsApp New
When customers share information like address or contact details on WhatsApp, the system automatically extracts and stores it in the CRM Lead record. This keeps lead data accurate and complete without manual entry; saving time and helping teams follow up efficiently.
Power up your leads with seamless WhatsApp CRM sync
Automatic lead creation
Instantly convert incoming WhatsApp messages into Odoo CRM leads...
Two-way communication
Send and receive WhatsApp messages directly inside Odoo CRM...
Bulk messaging
Reach multiple prospects at once with mass WhatsApp communication...
Template support
Use and customize Meta-approved WhatsApp templates...
Mobile friendly
Responsive design ensures smooth messaging across devices.
Seamless integration
Works with Odoo Community & Enterprise editions...
Installation
Install this module to enable the Whatsapp for Lead Generation feature for your business.
Configuration
- WhatsApp Service Provider:Select the provider you are using for integration.Example: Meta.
- Meta Phone Number ID:Enter the Phone Number ID assigned by Meta. This is used to send and receive WhatsApp messages.Example: 103330236087682
- Meta WhatsApp Business Account ID:Provide your registered WhatsApp Business Account ID.Example: 109457952133963
- Meta API Token :Paste your WhatsApp API Access Token. This is required to authenticate your Odoo system with Meta. (Field will remain hidden for security.)
- Meta Webhook Verify Token:Enter the token used to verify webhook communication between Meta and Odoo.Example: 1005
- Send Message Through Template (Checkbox):Enable this option if you want all outbound messages to be sent using pre-approved WhatsApp templates.
Test Connection:After entering the API details, click Test Connection to ensure the WhatsApp integration is working properly.
Workflow
- When a customer initiates an inquiry, a CRM lead will be generated in Odoo, including the message details.
- Owners can send messages to customers directly from the lead using the "Send WhatsApp Message" button, which delivers the message to the customer's WhatsApp account.
- The conversation between the owner and the customer will be tracked within the generated lead form.
Send multiple Lead/Opportunity WhatsApp messages in a single click from list view.
Go to the CRM module and select multiple leads received via WhatsApp.Then, click the Action button and choose Send Direct Msg Crm to send messages to the selected leads.
Keyword-Based Team Assignment for Leads
Define specific keywords (e.g., “demo”, “support”, “pricing”) and assign each keyword to a Sales Team.
When a WhatsApp message with one of these keywords is received, Odoo will automatically:
- Create a new lead under CRM → Leads.
- Assign the lead to the mapped Sales Team.
Output:
Store Customer Address & Details from WhatsApp in CRM Lead
When a WhatsApp message is received from a contact, Odoo will parse and store their information, such as:
- Phone Number
- Address
- Email (if provided)
- Message Content
- Job Role
- Company Name
- Website
- This information is auto-filled into CRM Lead form fields.
- You can verify the details under CRM → Leads → [Lead Name].
- Future WhatsApp messages will sync and update the lead automatically.
Output:
Elevate your Whatsapp lead source experience
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are
designed to turn
those challenges into opportunities - making your workflows intuitive, efficient and
scalable. Crafted to
make your business run smoother, faster and smarter.
Achieve operational excellence, deliver unforgettable guest experiences and aim for scalable
growth -
whether you're a boutique property or a global chain.
Experience the difference of solutions built for real business needs, not just features.
The WhatsApp Lead Source module automatically converts incoming WhatsApp messages into CRM leads in Odoo, helping businesses capture and manage inquiries efficiently.
Whenever a customer sends a WhatsApp message to your connected number, a new lead is automatically generated in Odoo CRM. If a lead already exists for the same contact, new messages are merged into the existing lead.
Yes! The module supports two-way communication, allowing you to send and receive WhatsApp messages directly from the lead form in Odoo.
Yes! The module can send and receive multimedia messages, including images, PDFs, and files, directly within Odoo CRM.
Text messages, media files, and template messages are all supported depending on WhatsApp API settings.
Yes, you can use Meta-approved WhatsApp templates or create your own for consistent communication.
Whatsapp For Lead Generation
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
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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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