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. This means 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, you get caller identification, instant contact lookup, automatic call and chat journaling, and contact creation — all synced to the correct CRM record. Every customer conversation, however it starts, ends up exactly where your sales and service teams need it. Here's what that looks like in practice.
Connect Odoo CRM Directly to 3CX
Picture it: the phone rings, and before your agent even says “hello,” 3CX has already looked the caller up in Odoo and put their name on screen. No more guessing who's calling.
Need to find someone fast? 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 ever leaving the call.
Prefer to dial out from Odoo instead? Click-to-call is fully supported through the 3CX Click2Call browser extension, so your team can go from CRM record to live call in a single click.
Set Up Odoo in Three Fields
The best part? 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 and click Save
That's the whole connection process. From the same screen, admins can turn on optional journaling and contact-creation features whenever they're ready.
Customise Odoo CRM Journaling and Contact Matching
Every business runs a little differently, so 3CX lets you fine-tune exactly how Odoo and your phone system talk to each other.
Turn on Call Journaling to automatically write external call records to Odoo whenever the remote number matches an Odoo contact. Subjects and descriptions for answered, missed and unanswered calls can all be customized with 3CX variables, so your CRM history reads exactly the way your team wants it to.
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. The chat subject line can be customized too.
Already Using Odoo with 3CX? Upgrading Is Easy
Already connected to Odoo through a custom CRM template or another CRM integration? Switching over is straightforward: remove the existing configuration, then add the native OdooCRM connector. Once you've made the switch, double-check your contact-matching settings and test inbound, outbound and chat records against a few representative contacts before rolling it out to the whole team.
Join the Discussion
Got questions, feedback or a great use case to share? Join the 3CX discussion in our dedicated Partner or Customer Forums. Follow us on X and LinkedIn to stay-up-to date on latest news and feature releases.
