| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1373 |
| Technical Name |
slack_integration_crm |
| License | OPL-1 |
| Website | https://www.micra.digital |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 1373 |
| Technical Name |
slack_integration_crm |
| License | OPL-1 |
| Website | https://www.micra.digital |
Slack Odoo CRM Integration
Seamlessly synchronize your Odoo CRM events and activities with Slack workspaces. Receive real-time lead creations, stage changes, and activity reminders directly in Slack with secure OAuth 2.0 authorization, interactive slash commands, and detailed audit logs.
Real-Time CRM Alerts
Connect multiple workspaces & receive instant notifications for new leads, stage updates, and scheduled activities.
Contact Our Team
Contact Micra Digital instantly through WhatsApp, Email, or Phone.
Odoo Slack CRM Integration
Keeping sales teams aligned across platforms can be difficult, often leading to missed leads and delayed responses. This module bridges that gap by connecting Odoo CRM directly with your Slack workspace.
Securely authorize your Slack App using official OAuth 2.0. Receive instant alerts on designated channels when new leads are created or stages are updated, and receive personal activity alerts in your DMs.
CRM Events & Activities Sync
Notify public channels for Lead Updates, and push personal Activity Reminders to assigned users via DM.
Setup Guide Steps
Install and start using the module in just a few simple steps.
Install Module
Add the module to your custom addons directory and install it from Odoo Apps list.
Create Slack App
Register a custom Slack App, configure the bot scopes, endpoints, and grab credentials.
Authorize & Sync
Fill in client details in Odoo settings and click Authorize to start the OAuth 2.0 flow.
Map Users & Channels
Link your Odoo users with Slack member IDs for personal DMs and configure command routing.
Instant CRM Alerts
Never miss a sales opportunity. Odoo pushes new leads and stage transitions instantly to Slack public channels, ensuring your team responds as fast as possible.
Interactive Slash Commands
Interact with Odoo CRM right from Slack. Link your account, view your assigned leads, update settings, or check connections with secure, verified commands.
How It Works
1. OAuth 2.0 Auth
Authorize your Slack workspace securely using official Odoo settings and redirect handlers.
2. Automated Alerts
Lead creations, status updates, and assigned activities automatically trigger notifications on linked channels.
3. Slash Commands
Query Odoo leads, link Slack accounts, or manage workspace configurations directly through Slack commands.
Key Integration Features
Everything you need to keep Odoo CRM and Slack workspaces in perfect harmony.
New Lead Alerts
Receive real-time public channel notifications with expected revenue and customer details as soon as a lead is created.
Lead GenerationStage Change Alert
Tracks status changes dynamically. Odoo routes alerts indicating both the old stage and the new stage instantly.
Stage TrackingActivity Reminders
Notifies responsible users when activities are assigned. Also runs a daily cron job that pushes notifications for due activities.
Due Check-insUser Identity Mapping
Map Slack User Member IDs to Odoo User profiles. Allows private notification routing directly to individual users' Slack DMs.
Personal DM RoutingModule Highlights
Secure OAuth 2.0 Flow: Integrated OAuth flow allows workspace owners to click "Authorize Slack" in Odoo settings.
Request Signature Verification: Verified using official signing secrets and HMAC SHA-256 for secure Slack communication.
Interactive Commands: Query status, list leads, manage routing channels, and link accounts right from Slack.
Audit logs: Keep a comprehensive log of all notifications, status (Success/Failed), and raw Slack API response JSON.
Use Cases
Real-time alerts for sales representatives as soon as marketing campaigns generate new leads.
Automatic channel updates when an opportunity transitions from 'Qualified' to 'Won' or 'Lost'.
Direct Slack reminders for busy sales reps concerning meetings, calls, or deadlines due in the next hour.
Quick checks of team-wide opportunities, stats, or lead details directly in Slack chats via slash commands.
Explore More Odoo Apps
Explore more powerful modules developed by Micra Digital to enhance your Odoo experience.
Frequently Asked Questions
Common questions buyers usually ask before installation.
How fast are Slack alerts triggered?
Notifications for new leads, stage updates, and activity assignments are sent in real-time, instantly utilizing the Slack API.
Do I need to pay transaction fees or Slack API subscriptions?
No. The integration links directly with Slack APIs. You only need a free Slack developer app registered inside your workspace.
Can I connect multiple Slack Workspaces to Odoo?
Yes! The module fully supports multi-workspace routing. Workspaces can also be restricted by company for multi-company Odoo setups.
How do users receive personal DMs?
By mapping their Odoo User ID to their Slack Member ID (e.g., using `/odoo-link` command or user mappings in Odoo). The module routes activity assignments and due reminders directly to their Slack DM channel.
MICRA DIGITAL
Ready to Use This App?
Our team at Micra Digital builds practical Odoo solutions that improve everyday business workflows. Contact us for installation support, customization, or product guidance.
Company
Micra Digital
Website
www.micra.digital
hello@micra.digital
App Screenshots Preview
Odoo Settings Integration
Add your Slack API credentials (Client ID, Client Secret, and Signing Secret) in Odoo's CRM settings. Easily initiate the workspace authorization process with a single click.
Slack Workspaces Board
Review all connected workspaces, check their status, trace sync timestamps, and view message metrics.
Slack Workspace Configuration
Customize connections. Toggle notification settings like notifying on lead creation, stage changes, activity assignments, or daily activity reminders. Secure with custom slash commands passwords.
User Mapping Configurations
Link Odoo Users to Slack Member IDs easily to send personalized activity updates and alerts directly to their Slack DMs.
CRM Activity Assignments (Date & Time)
Set a due date and precise time when scheduling activities on leads. Triggers real-time alerts and reminds users when deadlines approach.
Searchable Slack Notification Logs
Trace any message sent out by Odoo. Audit the status, channels, error details, and log payloads for troubleshooting.
Premium Slack Block Kit Alerts
View notifications directly inside Slack. Features interactive buttons, icons, clean sections, and fields for related Odoo leads, assignees, and summaries.
Slack Command: /odoo-status
Enter `/odoo-status` in Slack to quickly verify integration status, total messages sync metrics, last sync dates, and default public channels.
Slack Command: /odoo-leads
Fetch active leads and expected revenues directly inside Slack chats. Quick click links launch Odoo form views instantly. Use `/odoo-leads all [password]` to review workspace-wide opportunities.
MICRA DIGITAL
Ready to Use This App?
Our team at Micra Digital builds practical Odoo solutions that improve everyday business workflows. Contact us for installation support, customization, or product guidance.
Company
Micra Digital
Website
www.micra.digital
hello@micra.digital
Setup Installation Guide
Follow the step-by-step instructions below to integrate Slack with Odoo CRM.
Step 1: Create Slack App
Configure your app parameters inside the Slack API Console
Create your Slack App
Go to the Slack API Console and create a new app from scratch. Pick a name and assign it to your work team workspace.
Configure Redirect URLs
Under the OAuth & Permissions section in the Slack API Dashboard, configure the Redirect URLs. Add your callback endpoints (for example, the redirect URL https://19bf-103-108-220-115.ngrok-free.app/slack/oauth_redirect and callback URL https://19bf-103-108-220-115.ngrok-free.app/slack/callback) and click Save URLs.
Configure Slash Commands
Under the Slash Commands section in the Slack API Dashboard, define the interactive bot commands. You must add the commands shown in the screenshot: /odoo-status, /odoo-config, /odoo-leads, and /odoo-link to allow users to interact with Odoo directly from Slack.
Authorize Odoo CRM in Slack
When you authorize the workspace from Odoo, you will be redirected to Slack's app permissions screen to Allow the "Odoo CRM" app to access Slack. Review the requested bot permissions—such as viewing content and info about your channels, conversations, and workspace—and click Allow to grant access.
Step 2: Configure inside Odoo
Odoo Settings Configuration
Navigate to CRM → Configuration → Settings. In the Slack Integration section:
- Slack Client ID & Secret: Copy from Basic Information of your Slack App.
- Signing Secret: Copy from Basic Information of your Slack App.
- Click Authorize Slack to perform OAuth 2.0 flow.
Workspace details & user mapping
Navigate to CRM → Configuration → Slack → Workspaces:
- Verify connection credentials, bot user ID, and app ID.
- Set a Default Channel ID (starts with
C) for public notifications. - Define a Command Password used to authorize administrative slash commands in Slack.
- Use the User Mappings tab to link your Odoo users to Slack Member IDs.
📌 Cron Reminders
The module includes a Scheduled Action (cron job) that automatically monitors scheduled lead activities and sends daily reminders to Slack users.
| # | Scheduled Action | Checks For | Interval | Action Purpose |
|---|---|---|---|---|
| 1 | Slack Activity Reminders | Activities due in next hour | Every Hour | Checks for upcoming CRM activities/meetings and pushes reminders to assignees' Slack DMs. |
Want to disable or customize scheduled actions?
If you want to adjust or deactivate this automated scheduler, go to:
Settings → Technical → Scheduled Actions
Search for "Slack CRM Integration: Send Activity Reminders", select, and check or uncheck Active.
Need Customization?
For custom adjustments or feature additions, reach out directly to us.
MICRA DIGITAL
Ready to Use This App?
Our team at Micra Digital builds practical Odoo solutions that improve everyday business workflows. Contact us for installation support, customization, or product guidance.
Company
Micra Digital
Website
www.micra.digital
hello@micra.digital
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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