Set up Contact Synchronization with Odoo CRM

After integrating Yeastar P-Series PBX System and Odoo CRM, you can enable a one-way contact synchronization to sync the Odoo CRM external Contacts to a specific PBX phonebook.

Prerequisites

You have integrated Yeastar P-Series PBX System and Odoo CRM.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from Odoo CRM.

    • Individual: A type of external contact that is recorded in your database.
    • Leads: The potential customers or unqualified sales opportunities that are recorded in your database.
    • Company: A type of external contact that is recorded in your database.
  4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synced from Odoo CRM.
    Note: The contacts can only be synchronized to an empty phonebook.


  5. Click Save.

Result

On Contacts > Phonebooks, the associated phonebook comes with a label of .

When the associated extensions receive an inbound call from an Odoo CRM contact of selected type(s), the contact information will be synchronized to the phonebook in Yeastar P-Series PBX System automatically.
Note: This is a one-way sync from Odoo CRM to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.