3CX+ Odoo CRM: Now Natively Integrated with 3CX

Every call, chat and contact synced straight to Odoo, right out of the box.

With Version 20 Update 10, Odoo CRM is now natively integrated with 3CX, a big deal for the large number of businesses already running both platforms. Admins can connect the PBX directly to Odoo in minutes, with no custom CRM template to maintain and no third-party middleware slowing things down.

In one setup, teams get caller identification, instant contact lookup, automatic call and chat journaling, and contact creation, all synced to the correct CRM record.

Connect Odoo CRM directly to 3CX

The phone rings, and before an agent even says hello, 3CX has already looked the caller up in Odoo and put their name on screen. Teams can also search Odoo straight from the 3CX Web Client by name, number or email, across both Contacts and Companies.

Calls and chats are journaled straight to the Odoo contact card, giving customer-facing teams a complete, always up-to-date conversation history, and if a number calls in that isn't in 3CX or Odoo yet, agents can create the contact on the spot without leaving the call. Click-to-call is fully supported through the 3CX Click2Call browser extension, so teams can go from a CRM record to a live call in a single click.

Set up Odoo in three fields

Getting connected takes minutes, not a migration project:

• Generate an API key in Odoo
• Sign in to 3CX and select OdooCRM in Integrations
• Enter the Odoo Domain URL, Database name and API Key, then click Save

From the same screen, admins can turn on optional journaling and contact-creation features whenever they're ready.

Customise journaling and contact matching

Turn on Call Journaling to automatically write external call records to Odoo whenever the remote number matches an Odoo contact, with subjects and descriptions for answered, missed and unanswered calls customisable using 3CX variables. Turn on Chat Journaling to do the same for conversations: web chats are matched by email address, while SMS and WhatsApp conversations are matched by phone number, and the chat subject line can be customised too.

Already connected to Odoo through a custom CRM template or another integration? Switching over is straightforward: remove the existing configuration, add the native OdooCRM connector, then double-check contact-matching settings and test inbound, outbound and chat records before rolling it out to the whole team.