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
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
- 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.
- 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.
- Click Save.
Result
On
, 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.
Troubleshooting: Fail to synchronize certain CRM
contacts?
Incomplete information of CRM contacts can lead to
synchronization failure. Make sure the following fields are filled in for
the contacts, then perform the directory synchronization again:
- Either the First name or Last name field is filled in.
- At least one phone number-related field is filled in.