Odoo CRM Integration with Thunai
Overview
This integration enables seamless synchronization of contacts, meeting participants, call notes, and leads, empowering sales and support teams with AI-driven automation for enhanced customer relationship management (CRM) and streamlined workflows.
Key Features
- Import contacts from Odoo CRM to Thunai
- Push meeting participants to Odoo CRM
- Send call notes to Odoo CRM
- Automatic lead generation and push to Odoo CRM
Step 1: Connect Thunai with Odoo CRM
- Log in to your Thunai account.
- In the main menu, click Applications → Odoo CRM.
- Click Connect.
- Enter the required details:
- Odoo Instance URL
- API token and DB name (see Step 2)
- Click Configure to save your connection.
Step 2: Getting Odoo CRM Access Details
To connect Thunai with Odoo CRM, you’ll need the following details:
- Log in to your Odoo CRM account.
- Click your profile picture or name in the top-right corner.
- Select My Profile or Preferences.
- Scroll to the bottom and look for API Keys or API Access.
- Click New API Key.
- Give it a name (e.g.,
api integration). - Confirm your password when prompted.
- Copy the generated API Token and use it for configuration.
Database Name:
- Open the profile dropdown (top-right corner)
- Select My Databases
- Your current database name will be listed — this is your
db_name.
Supported Agents & Features
1. Chat Agents
- Contact Creation – Create new Odoo CRM contacts through the chat interface.
- Get Contact Details – View details like name, email, phone number, and company directly in chat.
- Add Notes to Existing Contacts – Attach notes or updates to Odoo CRM contacts.
- Get Notes Details – Retrieve and display notes history for any contact.
- Authorization (Optional Security Layer) – Add OTP verification or other methods before allowing contact or notes access.
2. Voice Agents
- Contact Creation – Create Odoo CRM contacts using voice commands.
- Get Contact Details – Access contact information instantly through voice interactions.
- Add Notes to Existing Contacts – Record and attach notes to Odoo CRM contacts.
- Get Notes Details – Listen to or fetch notes history for contacts.
- Authorization (Optional Security Layer) – Secure actions with OTP or voice authentication.
3. Email Agents
- Contact Creation – Add new Odoo CRM contacts via email instructions.
- Get Contact Details – Fetch contact details through email-based queries.
- Add Notes to Existing Contacts – Send notes via email to be stored in Odoo CRM contacts.
- Get Notes Details – Retrieve notes history from Odoo CRM through email.
- Authorization (Optional Security Layer) – Use OTP or email verification before confirming CRM actions.
Configuration
Create & Configure Common Agents
Set up Chat, Voice, or Email agents as per CRM requirements.
Set Workflow & Map with Odoo CRM
- Define workflows for contact creation, details retrieval, and notes handling.
Map workflows with Odoo CRM to ensure seamless CRM operations.
Once configured, Odoo CRM can be managed directly via Chat, Voice, or Email Agents, with the option to include an additional security layer for safe and controlled CRM access.