Oduist Connect CRM Twilio Bridge — Administrator Guide

connect_crm_twilio is a tiny glue module between the Connect CRM bridge and the Twilio integration. It exists so that Twilio's inbound message routing can target CRM leads while keeping connect_crm itself provider-agnostic (ADR-031).

There is nothing to configure in this module — it is installed automatically and simply adds one routing option.

What it does

The module contributes a single model extension: it adds CRM Lead as a destination on Twilio's message-configuration model.

_inherit = 'connect.twilio.message_configuration'
Adds ('crm.lead', 'CRM Lead') to the destination selection (with ondelete = 'set default').

With the bridge installed, a Twilio message configuration can route an inbound SMS/WhatsApp message to a CRM Lead — creating or matching a lead by the sender's phone number via the lead-lookup logic provided by connect_crm (crm.lead.create_record_from_message() / get_lead_by_number()).

Dependencies

From __manifest__.py:

connect_crm — the CRM bridge that owns the crm.lead linking and lookup logic.
connect_twilio — the Twilio integration that owns connect.twilio.message_configuration.

Installation

Auto-installed

auto_install: True — this module installs itself automatically as soon as both connect_crm and connect_twilio are present in the database. You do not install or upgrade it directly; it follows its two parents.

It ships no data, no views, no security rules and no menus of its own. The CRM Lead routing option appears wherever Twilio message configurations are edited (under the Connect ▸ Twilio ▸ Messages configuration screens).

Prerequisites

Both connect_crm and connect_twilio installed and configured.
A configured Twilio number/messaging setup so that inbound messages reach a Twilio message configuration to route.