WhatsApp Business API ↔ Odoo-Integration
Angebote, Auftragsbestätigungen und Support-Gespräche werden über WhatsApp gesendet und empfangen und automatisch in Odoo protokolliert.
WhatsApp Business API und Odoo, als Einheit arbeiten
Kunden erwarten zunehmend, Unternehmen über WhatsApp zu erreichen, aber die separate Verwaltung dieses Kanals von Ihrem CRM bedeutet, dass Gespräche, Auftragsaktualisierungen und Support-Verlauf außerhalb Ihres Systems der Wahrheit bleiben.
ERP Artists verbindet die WhatsApp Business API mit Odoo, sodass Nachrichten direkt aus CRM-, Sales- und Helpdesk- Datensätzen gesendet und empfangen werden, mit vollständig automatisch protokolliertem Gesprächsverlauf.
What Can You Automate with WhatsApp and Odoo?
Automatically send quotation follow-ups and sales updates through WhatsApp.
Send an automated WhatsApp message when an Odoo sales order is confirmed.
Notify customers when an order is packed, shipped or out for delivery.
Send invoices, payment links and overdue payment reminders through WhatsApp.
Receive customer WhatsApp messages and connect them with Odoo Helpdesk.
Send event registration confirmations, reminders, tickets and updates.
How WhatsApp Business API Works with Odoo
WhatsApp Business API connects customer conversations with your Odoo database and business workflows. When a customer sends a message or an Odoo business event triggers a notification, the WhatsApp Business Platform acts as the communication layer between the customer and Odoo.
The customer starts a conversation through WhatsApp, for example asking about an order, quotation, delivery or invoice.
The WhatsApp Business Platform securely handles the customer message and passes relevant communication to the connected integration.
The WhatsApp API enables communication between WhatsApp and Odoo. Webhooks can notify Odoo when events such as incoming messages or message-status changes occur.
Odoo can connect the conversation with relevant business information, depending on the configured workflow. This could include: CRM, Sales, Inventory, Accounting, Helpdesk, Events.
When an important event occurs in Odoo, the configured workflow can trigger a WhatsApp notification. For example: Sales Order Confirmed → WhatsApp Order Confirmation.
Depending on the workflow, the response can be automated or sent by a staff member. This allows businesses to combine automated notifications with personal customer communication.
Live-Betrieb in 3 einfachen Schritten
Wir verbinden uns sicher mit Ihrem WhatsApp Business API Konto und Ihre Odoo- Instanz über API-Schlüssel oder OAuth.
Wir bilden Felder ab, definieren Synchronisierungsregeln und konfigurieren genau, wie Daten zwischen den beiden Systemen fließen sollen.
Wir führen eine Staging-Synchronisierung durch, validieren jeden Datensatz und schalten Sie dann mit Überwachung live.
What Do You Need to Connect WhatsApp with Odoo?
To connect WhatsApp with Odoo, you need a configured Odoo database, a WhatsApp Business Platform account and the required Meta business setup. The integration also requires a business phone number, API credentials, webhook configuration and approved WhatsApp message templates where applicable.
Odoo Database
Your Odoo environment where customer and business data is managed.
WhatsApp Business Platform Account
Enables business communication through the WhatsApp API.
Meta Business Account
Used to manage your WhatsApp Business assets and API setup.
WhatsApp Phone Number
A business phone number connected to your WhatsApp Business Platform account.
Meta Developer/App Configuration
Required to establish the connection between Meta's WhatsApp services and Odoo.
API Credentials
Authentication details that allow Odoo and WhatsApp to communicate securely.
Webhook Configuration
Enables WhatsApp events and incoming messages to be passed to Odoo.
Approved Message Templates
Pre-approved templates may be required for certain business-initiated WhatsApp messages.
WhatsApp Message Templates for Odoo
Turn routine Odoo updates into timely WhatsApp conversations. With configured WhatsApp message templates, businesses can automatically send relevant updates using information from Odoo, such as customer names, order numbers, invoice details, delivery status and event information.
Here are some common examples:
Order Confirmation
Odoo Trigger: Sales order confirmedHi {{customer_name}}, your order {{order_number}} has been confirmed. Thank you for choosing us!
Delivery Update
Odoo Trigger: Delivery dispatchedHi {{customer_name}}, your order {{order_number}} is now out for delivery. You can track your delivery using the link below.
Payment Reminder
Odoo Trigger: Invoice approaching due dateHi {{customer_name}}, invoice {{invoice_number}} is due on {{due_date}}. Please complete your payment using the link provided.
Appointment Reminder
Odoo Trigger: Upcoming appointmentHi {{customer_name}}, this is a reminder that your appointment is scheduled for {{date}} at {{time}}. We look forward to seeing you.
Event Confirmation
Odoo Trigger: Event registration completedHi {{customer_name}}, your registration for {{event_name}} is confirmed. We look forward to seeing you at the event!
Support Ticket Update
Odoo Trigger: Helpdesk ticket status changedHi {{customer_name}}, there is an update on your support ticket {{ticket_number}}. Our team has reviewed your request and will keep you informed of the next steps.