Odoo CRM Integration Overview

Cloud Voice integrates with Odoo CRM (Customer Relationship Management) so your sales and support teams can work calls without leaving their CRM. Call details flow straight into Odoo records, while all voice traffic continues to run on Cloud Voice. This page covers what you need before you begin, what the integration can do, and the terms used throughout the setup instructions.

Requirements

Before you set up the integration, confirm that both sides meet these minimums.

Odoo

• Hosting type: Odoo Online
• Edition: Odoo Enterprise
• Version: Odoo 14.0 or later

Cloud Voice

• Firmware: version 84.23.0.83 or later

Caution

These requirements are strict, so confirm both sides before you start. On the Odoo side, the integration supports only the Enterprise edition running on Odoo Online (Odoo’s hosted service): a Community edition or a self-hosted Odoo install will not connect. On the Cloud Voice side, the phone system must be on firmware 84.23.0.83 or later, otherwise the Odoo integration options are not available. Checking this first avoids a setup that stalls partway through.

What you can do

Once connected, the integration adds the following capabilities.

Click to Call

Place a call with one click on any phone number that Odoo detects in a CRM record, dialed through the Cloud Voice App (Web).

Note

Click to Call relies on the Cloud Voice for Google Chrome extension. Install the extension and configure the Cloud Voice App (Web) to work alongside it before using this feature.

Call Popup

When a signed-in user (on the Cloud Voice App for Web or Desktop) answers or receives an inbound call from a known CRM contact, or wraps up a call with one, the contact’s Odoo profile opens automatically in the browser. During a call with a CRM contact, users can also open that profile on demand from the call window.

Contact Synchronization

CRM contacts are copied into the linked phone system phonebook whenever an associated extension takes an inbound call from, or dials an outbound call to, an Odoo CRM contact.

Contact Creation

For calls involving numbers Odoo doesn’t recognize, inbound or outbound, a new contact or lead can be created in Odoo CRM automatically.

Call & Chat Journal

Call activity is logged to Odoo automatically whenever a user tied to an extension finishes a call with a CRM contact. Chat is captured the same way: when a user handles an external chat session and the other party’s number matches a CRM contact exactly, the full chat history syncs to the CRM once the session closes, whether the user or the system ends it.

Terminology

These terms appear throughout the Odoo CRM integration documentation.

Term	Description
Odoo Administrator	The administrator account that created the database in which Odoo CRM is installed.
PBX Extension	An extension number on the phone system (the PBX, or Private Branch Exchange) assigned to internal staff. Staff can register the extension on a desk phone or in the Cloud Voice App and use it to place and receive calls.
Odoo Lead	A potential customer or unqualified sales opportunity stored in your database. A lead is a stage that comes before an opportunity, giving salespeople something to follow up on and eventually convert into a new opportunity.
Odoo Individual	A contact type in your database. In the context of the CRM integration, individuals are external contacts.
Odoo Company	A contact type in your database. In the context of the CRM integration, companies are external contacts.