Twilio Whatsapp Odoo Integration

by
Odoo

97.25

v 14.0 Third Party 10
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1251
Technical Name twilio_whatsapp_odoo_integration_sit
LicenseOPL-1
Websitehttps://silentinfotech.com
Versions 14.0 16.0 15.0 13.0 12.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1251
Technical Name twilio_whatsapp_odoo_integration_sit
LicenseOPL-1
Websitehttps://silentinfotech.com
Versions 14.0 16.0 15.0 13.0 12.0 11.0

Twilio Whatsapp Odoo Integration

  • arrow Twilio Whatsapp Odoo Integration module helps Odoo users to send/receive Messages across Whatsapp and Odoo ERP.
  • arrow With this module, you can send WhatsApp messages to customers' devices. This will help you in sending alerts, notifications, updates, or promotional messages to your customers.
  • arrow Odoo users can create templates to be sent to the customer for different activities.
  • arrow You can also check the message History and their Delivery status.
  • arrow Auto Delete Feature: You Message log won't be generated in the Whatsapp SMS module when this feature is enabled. If this button is disabled, you can check every message logs which has been sent from the Odoo app.
  • arrow Make sure this integration is via Twilio, hence you'd need to get Account Sid and Auth. Token from Twilio. Click Here to know where to find them
Supported Editions
Community
Enterprise

Reach out to your customers instantly through Whatsapp messaging. It is easy to update your customers of any delays or last-minute additions without being tied up in your office.

Auto-Messaging triggering for Stage Changes

  • arrow Inform your customers in real time about the updates by sending them a message on Whatsapp.
  • arrow Send Automatic Updates on the Customer’s Whatsapp when the Stages are changed for the opportunity.
  • arrow Create an SMS template to be sent to the customer and add that template to the preferred Stage in the CRM module configuration.
Have a look at the videos for Configuration and Demo

Highlights

Easy Configuration

Just add Twilio tokens and your phone number to configure the SMS gateway.Send messages to customers from Odoo onto their Whatsapp.

Save Templates

Save templates as draft messages to be sent while specific activity/notification triggers.Send structured messages with relevant information with just a few clicks.

Reports

The user can check the delivery status of the messages.Also you can see the list of sent messages from Quick Sent.The message sent from the client logs directly into the message trail while in the conversation for a specific Opportunity, Order, etc.

How to Install

  • arrow Go to Apps -> Search for module "Twilio Whatsapp Odoo Integration" -> Install


Configuration

  • arrow For configuration, go to the app named "Whatsapp SMS" in your Odoo instance -> Configurations -> "Whatsapp Server", and create a new SMS gateway for Whatsapp on Odoo. Add relevant details along with Account Sid, Auth token and WhatsApp number configured on Twilio. To know how to view Account Sid and Auth token, Click Here



  • arrow For twilio configuration, After your number registered with Twilio Account, Go to Phone numbers -> Active numbers -> open it, Need to configure your domain "https://your_domain/whatsapp/sms"


How to Use

    Quick Messages


  • arrow Go to the app on your Odoo named WhatsApp SMS
  • arrow Click on Create to send a new instant message.
  • arrow Add relevant details of the receiver and type the message or select pre-defined templates.
  • arrow Sent Message to Individual contact or Send same message to Multiple contacts


    Send message from Opportunity/Order/Contacts/etc.


  • arrow In order to send Whatsapp messages from Opportunity/Orders to your customer/vendors, Go to the Opportunity/Order, click on "Action", and click on "Send Whatsapp Text Message"
  • arrow The number will auto-populate(if it is already configured for the particular contact). Type the message/Choose Template and then click on "Send"


    Send message from Opportunity/Order/etc.


  • arrow To create a Whatsapp template, Go to the app on your Odoo named WhatsApp SMS
  • arrow Click on WhatsApp SMS in the Menubar, and select WhatsApp Templates from the dropdown.
  • arrow Click on Create and add the Template Name, Activity name, Default Server, and Body of the Template.
  • arrow Click on Save


    Reporting & History


  • arrow Click on the app "WhatsApp SMS" from the Odoo dashboard, it takes you to the list of all the Quick messages you have sent along with its Status


If you have any query related to this module, you can simply click on the icon shown below and reach out to our support team.


COPY LINK

https://silentinfotech.com

+91-075758 02305


More Apps

Twilio Whatsapp Odoo Integration

Twilio Whatsapp Odoo Integration module helps Odoo users to send/receive Messages across Whatsapp and Odoo ERP.

With this module, you can send WhatsApp messages to customers' devices. This will help you in sending alerts, notifications, updates, or promotional messages to your customers.

Odoo users can create templates to be sent to the customer for different activities. You can also check the message History and their Delivery status.

Make sure this integration is via Twilio, hence you’d need to get Account Sid and Auth. Token from Twilio. https://support.twilio.com/hc/en-us/articles/223136027-Auth-Tokens-and-How-to-Change-Them

Configuration

Go to Apps -> Search for module "Twilio Whatsapp Odoo Integration" -> Install

For configuration, go to the app named "Whatsapp SMS" in your Odoo instance -> Configurations -> "Whatsapp Server", and create a new SMS gateway for Whatsapp on Odoo.

Add relevant details along with Accoutn Sid, Auth token and WhatsApp number configured on Twilio. To know how to view Account Sid and Auth token, https://support.twilio.com/hc/en-us/articles/223136027-Auth-Tokens-and-How-to-Change-Them

Usage

Quick Messages

Go to the app on your Odoo named WhatsApp SMS Click on Create to send a new instant message. Add relevant details of the receiver and type the message or select pre-defined templates. Sent Message to Individual contact or Send same message to Multiple contacts

Send message from Opportunity/Order/Contacts/etc.

In order to send Whatsapp messages from Opportunity/Orders to your customer/vendors, Go to the Opportunity/Order, click on "Action", and click on "Send Whatsapp Text Message" The number will auto-populate(if it is already configured for the particular contact). Type the message/Choose Template and then click on "Send"

Send message from Opportunity/Order/etc.

To create a Whatsapp template, Go to the app on your Odoo named WhatsApp SMS Click on WhatsApp SMS in the Menubar, and select WhatsApp Templates from the dropdown. Click on Create and add the Template Name, Activity name, Default Server, and Body of the Template. Click on Save

Reporting & History: Click on the app "WhatsApp SMS" from the Odoo dashboard, it takes you to the list of all the Quick messages you have sent along with its Status

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