Connect Odoo and CRMs
Use Odoo presets and CRM integrations without exposing more data than necessary.
CRM integrations allow the bot to find a contact, read authorised information or create an item such as a ticket or lead.
Use an Odoo preset
After creating the Odoo connection, choose Add preset. Search for the requirement, then select a ready-to-use configuration: caller identification, tickets, CRM, appointments or customer account information, depending on the Odoo version.
The guided form displays the models, fields, filters and parameters understood by the AI. Advanced JSON configuration remains available for special cases.
Odoo 18 and Odoo 19
Choose the exact version of your environment. BeAI adapts API methods and preset fields. Do not manually add a field that does not exist in your Odoo model.
Caller identification
The fixed identification preset normalises the incoming number before searching. It can therefore match a national number with its international form. The returned name personalises the greeting without injecting all contact data.
Create a useful ticket
The ticket preset supplies at least a title, a description based on the conversation and the identified customer when this information is available. Add any fields required by your team to the instructions.
Security
- Use a dedicated API account.
- Authorise only the required models and methods.
- Avoid data deletion.
- Test searches with several contacts that share a name.
- Check the actual CRM result after every change.