Speed To Lead™ + Odoo CRM integration lets you to log all call activities, lead info and more into the Odoo CRM.
With Odoo CRM + Brightcall Speed To Lead™ integration, you get:
Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the Odoo.
Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in Odoo.
Auto-routing - In case, an existing lead in Odoo decides to request a call via Brightcall, then only the Contact/Lead Owner defined in Odoo will get connected with a lead.
Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.
Custom fields - All of your custom fields filled by prospects are saved in the Odoo.
Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.
If a matching lead is found, it will be updated.
If no matching lead is found, a new lead will be created automatically.
How to set up ?
External API access must be enabled for your Odoo deployment. To connect Odoo with Brightcall, you will need four pieces of information (all detailed instructions are available in Odoo developer Doc):
1. Odoo URL – This is the URL of your Odoo server.
2. Database Name – The specific Odoo database you want to connect to.
3. User Name – The username or email associated with your Odoo account.
4. Password or API Key – Your Odoo password or API key.
Open Brightcall Integrations, select Odoo under Speed To Lead, enter the four values above, and submit the connection form.
Now you’re all set ! 🎉
A successful submission of the connection form completes the connection.