odoo cloud integration
→ this feature integrates odoo apis to show contact info during calls and save call history automatically.
what changes
the integration connects the windows and web clients to odoo's cloud services. during incoming or outgoing calls, contact details from odoo are displayed in real time.
call history is recorded and linked to the corresponding contact in odoo, enabling seamless tracking of communication.
benefits
- quick access to contact info during calls
- automatic call history logging
- improved data consistency across platforms
- reduces manual data entry errors
use cases
- sales teams accessing client details on calls
- customer support logging call interactions
- managers reviewing communication history
- integration with existing odoo crm workflows
how it works
- the client authenticates with odoo cloud via api keys.
- on call initiation or reception, client queries odoo for contact info linked to the phone number.
- contact details are displayed in the call interface.
- after call completion, call metadata is sent to odoo to update the contact's call history.
▸ ensure api keys have correct permissions in odoo to access contact and call log endpoints.