Set up Lead or Contact Creation for Odoo CRM

After integrating Yeastar P-Series Cloud Edition and Odoo CRM, you can enable automatic or manual lead or contact creation. This feature helps Odoo users build their contacts database, ensuring that all leads and contacts are captured when unknown calls are received or placed by the CRM users.

Prerequisites

You have integrated Yeastar P-Series Cloud Edition and Odoo CRM.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, turn on Create New Contact.
  3. In the Create Contact or Lead drop-down list, select the type of contacts to be created.

  4. In the Create Method section, select the desired creation method according to your needs.
    • If you want the system to automatically create contacts in the CRM based on specified types of calls, do as follows:
      1. Select Automatically.
      2. In the Call Type drop-down list, select when will a contact or a lead be automatically created on Odoo CRM.

        • Inbound: Inbound call from an unknown number that doesn't match a Lead, Individual, or Company already in the CRM.
        • Outbound: Outbound call to an unknown number that doesn't match a Lead, Individual, or Company already in the CRM.
    • If you want to allow associated extension users to manually create contacts in the CRM during a call, select Manually.
  5. Click Save.

Result

  • If automatic creation is configured, when the associated extensions call or receive calls from an unknown number, a new contact or lead will be created on Odoo CRM.
    Note: The name of an auto-created individual (contact) or lead has a prefix of Automatic New Contact followed by the number.
    • Auto-created individual (contact):

    • Auto-created lead:

  • If manual creation is configured, the associated extension users can manually add an unknown number as a new contact or lead on the CRM.

Note: If the Contact Synchronization feature is enabled, the new created contact or lead will also be automatically synchronized into the phonebook in Yeastar P-Series Cloud Edition.