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Odoo integration
BRIGHTCALL.AI + YOUR PLATFORM
Overview
Bring Brightcall.ai call activity into the Odoo setup your team manages. The integration uses your Odoo server, database, user access, and target module. Confirm those details before connecting a production workflow.
01
Choose your environment
Identify the Odoo server, database, and module that should receive lead and call information.
02
Keep records connected
Review lead matching by phone or email and the fields required by your selected module.
03
Validate access
Work with your administrator on API access and review a test record before rollout.
PLAN YOUR WORKFLOW
From a conversation to the next step.
Start with the way your team works today, then explore where Brightcall.ai could fit.
STEP 01
Confirm the server, database, user, and destination module.
STEP 02
Review the guide and arrange API access securely.
STEP 03
Test a call and verify its lead information in Odoo.
Supported features and requirements are confirmed with our team.
LET’S BUILD THE RIGHT SETUP
Getting started
01
Tell us about your tools
Share the platform, your team’s process, and the outcome you’re aiming for.
02
Map the workflow together
Identify the customer context, conversations, and follow-up your team needs.
03
Confirm your setup
We’ll review supported capabilities, availability, and requirements before you get started.
