How to connect Integrate 3cx with ODOO crm

Integrating 3CX with Odoo CRM allows you to streamline your business processes by linking communication features (like call handling and logging) with customer relationship management. To achieve this, you’ll need to use 3CX’s CRM Integration feature along with Odoo’s API or use a third-party bridge.

Here’s a step-by-step guide on how to integrate 3CX with Odoo CRM:

Step 1: Enable CRM Integration in 3CX

1. Log into 3CX Management Console:
   • Open your 3CX Management Console.
2. Go to Settings:
   • Navigate to Settings > CRM Integration.
3. Enable CRM Integration:
   • In the CRM Integration settings, select Enable CRM Integration.
   • Choose Odoo from the CRM options, if available. If it’s not listed, you will need to set up a custom integration using the 3CX API and Odoo’s API.

Step 2: Set Up Odoo CRM API Access

To allow 3CX to communicate with Odoo, you need to enable the API in Odoo:

1. Create an API User in Odoo:
   • Log into your Odoo instance.
   • Go to Settings > Users & Companies > Users.
   • Create a new user (e.g., 3cx_integration) with appropriate permissions to access the CRM and other relevant modules.
2. Generate API Key (OAuth or API Token):
   • You can use OAuth2 or a custom API token depending on your Odoo version.
   • To generate an API key:
     • Go to Settings > General Settings > Activate Developer Mode.
     • Navigate to Settings > Users & Companies > Users.
     • Select the user you created for 3CX and click Manage Access Rights to set appropriate permissions.
     • You can generate an API Key under the API Settings tab (if available).
3. Enable the Odoo API (if needed):
   • If your Odoo version does not have a built-in API, you may need to install the Odoo REST API module to expose the CRM data for integration.

Step 3: Configure Integration in 3CX

Now that the API is ready in Odoo, you can proceed to configure the integration in 3CX.

1. Go to CRM Integration Settings in 3CX:
   • In the 3CX Management Console, go to Settings > CRM Integration.
2. Set Up the Connection:
   • If Odoo is not listed in the 3CX CRM options, you’ll need to use a custom CRM integration.
   • For custom integrations, you’ll use the 3CX API to communicate with Odoo.
3. Set Up API Credentials:
   • Provide the API endpoint URL (for Odoo’s instance, typically in the form of https://your-odoo-domain.com).
   • Enter the API key or OAuth credentials that were generated in Odoo.
4. Map 3CX Data with Odoo CRM:
   • Map the fields from 3CX (such as caller ID, contact name, etc.) with relevant fields in Odoo CRM (like contacts, leads, opportunities).
   • You may want to configure automatic logging of call details into Odoo when a call is received or made.

Step 4: Test the Integration

1. Make a Test Call:
   • Call one of your customers or leads and see if the call information pops up within the Odoo CRM.
   • You should see a new lead or update an existing record in Odoo based on the incoming or outgoing call details.
2. Check Call Logging:
   • Ensure that call details (such as call duration, time, and the contact name/number) are properly logged into Odoo CRM.
3. Check Data Synchronization:
   • Ensure that data from 3CX (like contact information) is correctly synchronized with Odoo CRM.

Step 5: Customize and Enhance the Integration (Optional)

• Automatic Call Popups: Configure automatic call popups in Odoo when a call is received on 3CX. This allows you to immediately view customer details without manually searching for them.
• Sync Call Logs: Ensure that call logs, recordings, and notes are synced to the respective Odoo records to improve efficiency and reporting.

Third-Party Tools (If Needed)

If Odoo CRM is not natively supported or the integration options are limited, you can use third-party tools such as:

1. 3CX API: You can write a custom script to interact with both 3CX and Odoo APIs, enabling better communication and synchronization of data between the systems.
   • Use 3CX API to get call data, logs, and contact information.
   • Use Odoo API to push this information into the CRM, creating or updating records as needed.
2. Third-Party Integrations: Tools like Zapier, Integromat, or Zoho Flow can help bridge the gap between 3CX and Odoo by using webhooks or API calls to send data back and forth.

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Conclusion

To integrate 3CX with Odoo CRM:

• Enable CRM integration in 3CX and configure the connection to Odoo.
• Set up the Odoo API or use custom scripts to facilitate data flow.
• Test and ensure that the integration works smoothly, with calls, logs, and customer information properly syncing between 3CX and Odoo CRM.

If you require further assistance or have specific questions on customizing this integration, feel free to ask!