How to Integrate Your Odoo CRM Account with KrispCall
Odoo is a popular ERP and CRM platform that helps you manage customer relationships and business processes. When you connect it with KrispCall, a cloud-based phone system for calls, SMS, and voicemails, handling customer interactions becomes simple, and all your data stays synced in one place.
This guide walks you through the steps to connect Odoo with KrispCall, enhancing your workflow while keeping everything organized.
Benefits of Integrating Odoo with KrispCall.
All-in-one call and deal management
By connecting KrispCall with Odoo CRM, all your call activity and CRM data live in one place. Every call is automatically logged and linked to the right lead or contact in Odoo, eliminating the need for manual updates.
Your sales and support teams can quickly access call history, notes, and recordings from within Odoo. This means less time spent digging for details and more time closing deals or resolving issues.
Two-way contact sync
Changes to contact information in either KrispCall or Odoo CRM are instantly updated across both platforms. This ensures your contact list is always consistent, accurate, and current.
Whether you’re adding new leads or updating existing ones, the integration keeps everything in sync automatically, removing the risk of duplicate or outdated records.
Faster responses with full contact context
When someone calls through KrispCall, your team immediately sees who’s calling, along with their complete Odoo CRM history. All past interactions, deals, and notes are right there.
This reduces the need for repetitive questions and allows your team to respond faster with relevant, personalized conversations.
Automatic call logging and note syncing
Every inbound and outbound call handled in KrispCall is automatically logged in Odoo CRM with important details like call time, duration, and caller information.
Any notes taken during or after the call in KrispCall are synced straight to the related contact in Odoo. This ensures nothing slips through the cracks and your team always has up-to-date records without extra effort.
How to Integrate Your Odoo Account with KrispCall.
Step 1: Log in to the KrispCall account and go to Settings.
Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.
Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate Odoo CRM from KrispCall, search for Odoo and click on the connect button below Odoo.
Step 4: After clicking on the connect button, a pop-up window will appear asking for your permission to access certain information. Click Accept or Reject based on your needs. You will also be prompted to enter your API key, database name, and email to complete the setup.
Step 5: After entering all the necessary details shown and clicking on the ‘Connect Now’ button, the integration is successful, and Odoo will be displayed under active integrations.
Manage member Integration settings by the admin/owner
- Ensure members have integrated Odoo accounts.
- The admin/owner can view member integrations and make changes to members' account settings.
- Members cannot view admin/owner integrations.
- Member's settings changes don’t affect Admin/Owner’s settings.
- Admin/Owner setting changes don’t affect members' settings.
Integration Settings
- After the successful integration of Odoo CRM, users can enable or disable different settings. In the first step, users can either edit or delete the integration.
- To delete the active integration, click on the 3 dots and choose the delete option.
- Now, the integration status updated successfully message appears after the deletion is successful.
- To edit the integration, click on the three dots and choose the edit option. The edit option provides different settings options where users can make changes according to their requirements.
- The edit option provides various settings options, allowing users to make changes according to their requirements.
General Settings
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
- Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contacts created in KrispCall get synced to Odoo CRM. If the toggle is off, then the contacts won’t be synced.
- Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in KrispCall will get synced to Odoo CRM. If the toggle is off, then the contact won’t be synced. This button also helps in initial sync, i.e,. If there are previous contacts, either Contact Sync, then by toggling this button, the contacts get synced to both sides.
- Notes logging: This option helps to sync notes to Odoo CRM that are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to Odoo.
Workflow Settings
The workflow setting is present right after the general settings. All the options under workflow settings are set to Tickets at first. Users can click on the settings and change them as per their requirements.
- Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced with the log note of Odoo. By enabling the setting as Disabled, the incoming answered calls will not be synced to Odoo.
- Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to the log note of Odoo. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Odoo.
- Log outgoing answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing answered calls will be synced to the log note section of Odoo. By enabling the setting as Disabled, the outgoing answered calls will not be synced to Odoo.
- Log outgoing unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the outgoing unanswered calls will be synced to the log note of Odoo. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to Odoo.
- Log voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to the tickets of Odoo. By enabling the setting as Disabled, the voicemail log will not be synced to Odoo.
- Log incoming SMS as Notes/Disabled: Enabling the setting as Notes will sync the incoming SMS to the tickets of Odoo. However, it will not sync if the setting is disabled.
- Log outgoing SMS as Notes/Disabled: Enabling the setting as Notes will sync the outgoing SMS to the notes of Odoo. However, it will not sync if the setting is disabled.
Connected Numbers
The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings.
- Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration.
- Log SMS for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. If the user purchases the number after integration, then they need to add the number manually to the connected numbers.
Note: If there are no selected numbers, then the call logs/SMS will not be synced in Odoo.
Updated on: 12/08/2025
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