Connect Odoo to 3CX in an hour
The native Odoo–3CX integration now works without third-party modules. Setting up a proper call centre, though, is what we have been doing for 20 years.
What the integration gives you
Everything below is a standard 3CX capability, with no customisation.
Caller identified before you answer
3CX looks the number up in Odoo and shows the caller's name while the phone is still ringing.
Search the Odoo database from 3CX
By name, number or e-mail, across contacts and companies – straight from the 3CX web client.
Calls and chats in the contact card
Answered, missed, WhatsApp, SMS – logged in the contact card in a format you define.
New contact
A contact is created in Odoo during the conversation, right from the current call – no need to open the CRM.
Call from Odoo in one click
Through the 3CX Click2Call browser extension – no need to dial the number by hand.
Your numbers in the ERP
3CX lets you connect your own phone numbers to Odoo, so customers reach you as before.
The history of a customer relationship stops living in a manager's head. It is in the contact card and stays there even if the employee leaves.
The integration is included in the 3CX Pro and AI editions, from version V20 Update 10. 3CX licences
Where the difficulty really is
The connection itself is three fields: the database URL, the database name and an API key. But then come the questions the integration does not answer.
A retail chain
Forty stores, one number in the advertising. Where does the call go – to the nearest store, to a free manager, or to where the customer bought last time? What happens when the sales assistant does not pick up?
A car service
A call to the workshop and a call to sales are different queues with different priorities. A customer whose car is in for repair should reach their own service advisor, not wait in the general queue with everyone else.
Holidays and staff turnover
A manager leaves – their calls must keep coming through and the history must stay in the card. This is solved by routing the call flow properly in advance, including calls that land on mobile phones.
We were building call centres before we moved into ERP, and we know the difference between “connected” and “working”.
Shall we discuss your project?
An hour-long conversation, no obligations. We will look at how your telephony works today and show right away what the Odoo integration would give your business.