> For the complete documentation index, see [llms.txt](https://docs.makerobos.com/frontman-enterprise-chatbot-platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.makerobos.com/frontman-enterprise-chatbot-platform/story-builder/cards/plugin-cards/odoo-crm.md).

# 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-

1. Create an account at Odoo and select CRM

{% embed url="<https://www.odoo.com/trial>" %}

<figure><img src="/files/OCKbkZtHUwBYJWpIou4s" alt=""><figcaption></figcaption></figure>

2. Simply fill all the details required and click on "Start Now"

<figure><img src="/files/jl2b2gELFOY0RFkKjldt" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/WE3cnPrERkPaVFNZSIQA" alt=""><figcaption></figcaption></figure>

4. To find your "Subdomain url" you can go to your general setting and find it there

<figure><img src="/files/sttEyePAfZUEZXUY6TxK" alt=""><figcaption></figcaption></figure>

## B. How to Integrate Odoo CRM in Frontman -

1. **Sign in to Odoo**: Begin by logging in to your Odoo account at

{% embed url="<https://www.odoo.com/web/login>" %}

<figure><img src="/files/pkQHB4fy7Xrommx6ScN5" alt=""><figcaption></figcaption></figure>

2. **Establish the Connection**: Once you've dragged the Odoo CRM plugin for Frontman, locate the "**Connect**" option within the plugin's settings.

<figure><img src="/files/HhRJSD2XW8F8L2WmFGnh" alt=""><figcaption></figcaption></figure>

3. **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.

<figure><img src="/files/jiEC16n4Z9T2wtPgNyYk" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/tlug8DysDO8Q35381Gy3" alt=""><figcaption></figcaption></figure>

4. **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.

<figure><img src="/files/sGVuD4B0WSH2ZalYGKzO" alt=""><figcaption></figcaption></figure>

* **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.

<figure><img src="/files/TY3Svp9veNRJiuCHeGI5" alt=""><figcaption></figcaption></figure>

{% content-ref url="/pages/zFy1Veslzw6WZHIxShUT" %}
[User Attributes](/frontman-enterprise-chatbot-platform/audience/user-attributes.md)
{% endcontent-ref %}

5. 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

<figure><img src="/files/AEXl5OM72uAv8Cqgtyfc" alt=""><figcaption></figcaption></figure>

### **Important Note:**

The Odoo CRM plugin is not available within the free trial version of Frontman.

<br>


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