TradeIndia Odoo Connector: Smart Lead Management & CRM Automation
by SimBeez IT Solutions LLP https://simbeez.com/$ 32.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1050 |
| Technical Name |
sim_tradeindia_integration |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1050 |
| Technical Name |
sim_tradeindia_integration |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Versions | 18.0 19.0 |
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.
Key Features
Automated Lead Sync:
Fetches tradeIndia business inquiries in real-time and imports them directly into Odoo as CRM leads.
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.
Set Up & Configuration
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.
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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