The Odoo integration allows diio to create Activities with notes, record Calls and Meetings, and update Lead and Contact fields automatically after each analyzed conversation.
Steps to connect Odoo
Go to diio settings › Integrations and find Odoo in the "CRMs" group.
Turn on the Odoo switch.
Enter your Odoo instance URL and the database, and click "Detect version".
Enter your Odoo user (in Odoo 17 and 18) and the API key, and click "Connect with Odoo". The integration is only compatible with Odoo 17, 18, and 19, and doesn't use a password.
diio validates the connection.
The integration is active for the entire organization.
Click "Configure" to open the "Odoo Integration Settings" page and define what information travels and how.
What diio creates in Odoo
Key Notes: an "Activity" is created with a note containing the Key Notes of meetings, calls, and messages.
Commitments: an "Activity" is created with a note containing the Commitments from meetings, calls, and messages.
Calls: a calendar event is created on the Lead with the Key Notes of the conversation.
Meetings: a "Meeting" is created in the "Events" section with the Key Notes of the conversation.
Messages: an "Activity" is logged with the conversation transcript.
Specific fields: Lead or Contact fields are filled according to the configuration.
Create Leads: allows the executive to create Leads in Odoo from a Contact, or associate a Contact with an existing Lead.
In Odoo, both individuals and companies are objects of type "Contact". A conversation message is associated with the Contact that has the corresponding phone number, whether it's a person or a company. If the Contact has more than one Lead, diio only uses the first one.