Oduist Connect Documentation

Oduist Connect CRM — Administrator Guide

connect_crm bridges the Oduist Connect telephony core with Odoo CRM. It links telephone calls to crm.lead opportunities, can auto-create leads from inbound and outbound calls, attributes calls to UTM sources by phone number, and posts AI call summaries to the linked lead's chatter.

The module is provider-agnostic: it extends only the shared ledger models (connect.call, connect.settings) and never imports a specific telephony provider. It works the same whether calls arrive through Twilio, FreeSWITCH, Telnyx, Asterisk or any other Connect provider, and it can be installed alongside one or several of them at once.

What this module provides

Area Capability
Call ↔ Lead linking Each connect.call gets a lead field; calls are matched to existing open leads by caller/called number while the call is still ringing.
Auto-create leads Optionally create a lead (or opportunity) when a call ends, with independent rules for incoming/outgoing and answered/missed calls.
UTM attribution A phone number can be attached to a utm.source; inbound calls to that number set the call's (and any created lead's) source.
Lead UI A "Calls" stat button on the lead form, a "CRM" tab and "Lead" button on the call form, and lead/source columns in the call list.
Call summaries When core produces an OpenAI call summary, it is posted to the linked lead's chatter.
Message routing Inbound messages can create/route to leads — the Twilio-specific glue lives in the auto-installed connect_crm_twilio bridge.

Dependencies

From __manifest__.py:

  • connect — the telephony core (shared call ledger and settings).
  • crm — Odoo CRM (crm.lead, crm.stage, crm.team).
  • utm — Odoo UTM (utm.source) for phone-based call attribution.

Provider modules are not a dependency

You need at least one Connect provider module (Twilio, FreeSWITCH, Telnyx, …) installed to actually place or receive calls, but connect_crm itself does not depend on any of them.

Prerequisites

  • A running Odoo instance with the core connect module installed and a telephony provider configured.
  • The CRM and UTM apps installed (pulled in automatically as dependencies).
  • A valid Oduist Connect license — CRM behavior (matching, auto-create, summary posting) is gated on check_license('connect_crm'). Without a valid license the overrides fall through and do nothing.

Guide contents

  1. Configuration & Lead Routing — auto-create rules, UTM source attribution, call/lead matching, and call summaries.
  2. Security — access groups and webhook permissions.

Menu location

CRM auto-create settings live on the CRM tab of the core settings form (Connect ▸ Configuration ▸ Settings, Connect Administrator only). Call-to-lead links appear on the standard CRM and Connect call screens; UTM phone numbers are edited under the standard Odoo UTM sources.