Odoo CRM
About Odoo CRM-
Odoo, an open source ERP, integrates CRM, sales, project management, manufacturing, inventory management, accounting, human resources management, marketing activities, customer support tools and other business activities into a single software solution.
What we Offer
The Odoo Plugin Card offers a smooth integration between your Odoo CRM and Frontman instance. This means data collected through Frontman forms will flow effortlessly into your Odoo CRM, saving you time and ensuring a more streamlined customer experience. With the Odoo Plugin Card, you can bridge the gap between lead generation and nurturing, allowing you to manage your customer interactions more efficiently within your existing Odoo CRM.
Walkthrough of Connecting ODOO and Frontman
Create an account using https://www.odoo.com/trial and create a CRM app or just sign into your account if you already have one
After creating the app verify your mail id through your Email and set password for Odoo CRM.
In Frontman, find the Odoo CRM card and drag and drop it to the story builder and hit the "Connect" button.
Paste copied "Email Id" and "Password" with Odoo URL which you can find in General settings.
After connecting, set fields in the "Odoo CRM Block" you dragged in the story builder and run the chatbot.
Submitted entries will appear in Odoo CRM's "Contacts" section.
A. How to Create an App in Odoo-
Create an account at Odoo and select CRM
Simply fill all the details required and click on "Start Now"
3. Once you'll successfully create and account you have to verify it using your mail id. You'll recieve and email on the added email id where you can set your password and activate your account.
To find your "Subdomain url" you can go to your general setting and find it there
B. How to Integrate Odoo CRM in Frontman -
Sign in to Odoo: Begin by logging in to your Odoo account at
Establish the Connection: Once you've dragged the Odoo CRM plugin for Frontman, locate the "Connect" option within the plugin's settings.
Connect using Credentials: Provide your Odoo CRM username,password and subdomain to establish the connection between Frontman and your Odoo CRM system. After successful connection, you can access and modify these settings anytime using the "View Settings" button.
Select Fields for Synchronization: There are two methods to choose the data fields you want to synchronize between Odoo and Frontman.
Manually Add Fields: Manually select the specific Odoo CRM data fields you want to synchronizable with Frontman. Essential fields like Email (required), Phone Number, and Name can be chosen along with any custom fields you may have created in your Odoo CRM.
Leverage User Attributes: Frontman allows you to utilize existing user attributes to pre-populate Odoo CRM fields. This streamlines data collection by automatically populating relevant CRM fields using the information you already have stored in Frontman about your users.
Once the connection and field selection are complete, run your chatbot as usual. Data collected through Frontman interactions will be automatically synced with your designated Odoo CRM fields, keeping your CRM data up-to-date. You can view it in "Contacts" section of your CRM
Important Note:
The Odoo CRM plugin is not available within the free trial version of Frontman.
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