Odoo
Create leads, contacts and helpdesk tickets in Odoo from every call and recognise customers when the phone rings.
What the integration does
- Creates new enquiries as a lead in the CRM or as a ticket in the helpdesk.
- Recognises existing contacts when the phone rings and knows the most recent case.
- Saves conversation summaries as a note on the contact.
How to do it today
| Goal | Today's route |
|---|---|
| Lead or ticket after the call | CRM Ticket to n8n, Make or Zapier, where the Odoo module creates it |
| Recognising contacts when the phone rings | Incoming Webhook to a workflow that looks up the phone number in Odoo |
Was this page helpful?