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Overview

The Odoo integration enables your voice agents to interact with your Odoo ERP in real-time during calls. Identify callers from your contacts database and automatically create CRM leads from conversations.
This integration requires an API key from the Odoo user account used for the integration. In Odoo, go to Preferences -> Account -> API Keys -> New API Key.

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What You Can Do

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Setup

1

Generate an API Key

In Odoo, go to Preferences -> Account -> API Keys -> New API Key.You will need:
  • Odoo instance URL (e.g. https://mycompany.odoo.com)
  • Database name (visible in Settings -> Database)
  • User email
  • API key (just generated)
2

Add Integration

Go to Integrations -> Click Add Odoo -> Enter your credentials
3

Test Connection

Click Test to verify your credentials work correctly
4

Use in Calls

Your agent has access to Odoo tools when the integration is active

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Available Tools

Your agent has access to two functions:

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Example Conversations

[Call starts - agent can look up the phone number]Agent: Bonjour ! Je vois que je parle avec Jean Dupont de ACME Corp. Comment puis-je vous aider aujourd’hui ?Caller: Oui, c’est bien moi. J’appelle pour un devis de renovation.Agent: Parfait, je note votre demande de devis renovation.
Caller: J’aimerais un devis pour renover ma salle de bain.Agent: Bien sur ! J’enregistre votre demande dans notre CRM. Quel est votre budget approximatif ?Caller: Environ 15 000 euros.Agent: C’est note. J’ai cree une fiche dans notre systeme avec votre demande de devis renovation salle de bain. Un commercial vous recontactera rapidement.
[Call starts - phone number not found in Odoo]Agent: Bonjour ! Bienvenue chez ACME Corp. Puis-je avoir votre nom ?Caller: Marie Martin.Agent: Merci Marie. Comment puis-je vous aider ?

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Post-Call Automation

With an active Odoo integration, Tala can automatically create a CRM lead in Odoo after a call if no lead was already created during the conversation, with:
  • Call summary as lead title
  • Contact name and phone from the conversation
  • Call disposition and gathered context as description
  • Linked to existing Odoo contact if found by phone number

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Technical Details

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Odoo Modules Used

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Limitations

Current limitations:
  • Calendar integration is not yet available (use Google Calendar or Calendly instead)
  • Only Odoo instances with HTTPS are supported
  • The API key user must have read access to Contacts and write access to CRM

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Troubleshooting

  • Verify the database name matches exactly (case-sensitive)
  • Check that the API key was generated for the correct user
  • Ensure the instance URL is correct and uses HTTPS
  • Try generating a new API key
  • Verify the phone number exists in Odoo contacts (phone or mobile field)
  • Check that the number format matches (international vs. national)
  • The search uses the last 9 digits to handle format differences
  • Verify the API key user has CRM module access
  • Check that the CRM module is installed on your Odoo instance
  • Ensure the user has write permissions on crm.lead
  • Check that your Odoo instance is accessible from the internet
  • Verify there is no firewall blocking the connection
  • Odoo.sh and Odoo Online instances should work out of the box

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Next Steps

Workflow Tools

See all available tools

Google Calendar

Add calendar scheduling