Integrations

Odoo CRM

Call the leads that reach your Odoo CRM stages and log every call back on the lead.

Overview

The Odoo integration connects your Odoo CRM pipeline with Nutalk's AI calling. Leads and opportunities that reach the stages you pick join a campaign within a minute, each call is logged in the lead's chatter, and workflow steps can move the lead to its next stage.

Lead Import

Leads in the stages, sales teams and tags you pick join the campaign

Call Logging

Every call as a done Call activity, with its result and duration

Call Summaries

The AI summary and a link to the recording and transcript in Nutalk

Pipeline Moves

Workflow steps move the lead's stage, add tags and post notes

Prerequisites

Odoo 14 or later (API keys) with the CRM app, reachable over https
On Odoo Online, a plan that includes API access (the Custom plan); on premise and Odoo.sh, any edition
An Odoo user with Sales / CRM rights for Nutalk to act as
Owner or admin rights in your Nutalk workspace

Setup

Connect Odoo

a
In Odoo, sign in as the user Nutalk should act as. A dedicated user such as NuTalk keeps its activity easy to find.
b
Open the avatar menu → My Preferences → Account Security and press New API Key. Name it and copy it: Odoo shows it once.
c
In Nutalk, go to Settings → Integrations → Odoo, enter your Odoo address (https://yourcompany.odoo.com), the user's login e-mail and the key, and press Connect. Nutalk finds the database on most Odoo Online accounts; otherwise it asks for its name.

What the key can do

Nutalk reads and writes Odoo as that user, with that user's rights. The key is kept on Nutalk's servers and never shown again; replace or revoke it at any time.

Choose Who the Campaign Calls

Open the campaign's Integrations → Odoo page and turn on Import leads to call:

Pick leads, opportunities or both, and the stages whose records the campaign calls.
Optionally keep only some sales teams or salespeople, or leads with certain tags.
A live count shows how many leads match right now, and how many have a phone number.

Leads already in those stages

The import calls leads that reach the stages from now on. To add the ones already there, press Add the leads that match.

Send Call Results to Odoo

With Log every call on the Odoo lead on (the default), a minute after each call the lead's chatter gets a done Call activity with:

The result (for example Connected · Interested), the number and the duration
The AI summary of the conversation
A link to the call in Nutalk, with the recording and transcript
Optionally, values such as the summary or the result written into text fields of the lead

Importing Leads

Add Leads by Hand

1
Open the campaign's Contacts tab and choose From Odoo.
2
The leads that match the campaign's rules are listed, newest first. Search by name, company, e-mail or phone.
3
Select the leads to call and add them. Leads without a phone can't be selected.

Automatic Import

While the campaign is active, Nutalk checks Odoo every minute for leads that reached its stages and match its filters. Archived (lost) leads are never imported, and a person already in the campaign is not added twice.

Activity

Every import and every write to Odoo shows in the Activity list on the campaign's Odoo page, with a link to the lead.

Workflow Steps

Add Odoo steps to the campaign's workflow, usually after a branch on the call result: Odoo: Log Call, Odoo: Add Note, Odoo: Move Stage and Odoo: Add Tag. Branches can read the lead too: Odoo: Lead Stage, Odoo: Has Tag and Odoo: Field Value.

No call is logged twice

The workflow's Log Call step and “Log every call” can be on together: the step logs the calls that reach it, and the rest (retries, other branches) are logged automatically.

What the Agent Knows

From Odoo	Included
Contact name, company, e-mail and phone	Always
Lead title, stage, sales team, salesperson, tags, expected revenue	Always
Other lead fields, such as Notes or Studio fields	The ones you pick

Best Practices

Move the lead out of the import stages

Have the workflow move called leads to a stage the campaign doesn't import from, so the import and your team see at a glance who was reached.

Troubleshooting

Issue	Solution
Odoo didn't accept the login and key	Use the user's login e-mail (not the display name) and a key of that same user. Keys revoked in Odoo stop working at once.
Leads not importing	Check that the campaign is active, the stages and filters are right, and the leads have a phone number. The Activity list shows every check.
Call not logged	The person has no lead in the campaign, and no single Odoo contact or lead has the same phone (and e-mail). Calls to those people are listed as not logged. Save numbers in Odoo with their country code, like +52 55 1234 5678.

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