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How to Use CloudTalk with Odoo

Automatically log calls, notes, and tags to Odoo

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Written by Valeriia Volobrinskaia
Updated this week

Keep your Odoo CRM aligned with your calling workflows. With CloudTalk’s native integration, every call is logged to the correct contact or opportunity, along with synced notes, tags, and recordings, so your team can stay focused and informed.

User level:

  • Agent


Prerequisites

Before using the integration, make sure you have the following:

  • Access to the Odoo CRM module

  • A working CloudTalk account

  • The integration fully configured under CloudTalk Dashboard > Account > Integrations > Odoo

For help setting this up, follow the step-by-step Configure Odoo guide.

Initial Contact Sync

After connecting Odoo and CloudTalk, your CRM contacts are automatically synced into CloudTalk. This means:

  • Agents can start dialing from an up-to-date list

  • Caller info is matched in real time

  • Duplicate data entry is avoided

Making Calls

With the click-to-call functionality enabled, phone numbers in the Contacts or Opportunities view become clickable, allowing you to initiate calls directly from Odoo via CloudTalk. Phone numbers in the Opportunities or Contacts view will show as clickable links:

  • Clicking a number opens a CloudTalk call interface (or launches your CloudTalk Phone app)

  • Calls placed this way are tracked and logged in both systems

  • You’ll see the CloudTalk phone icon 🔵 next to numbers

You can also manually dial any number by opening the CloudTalk phone app and entering the number manually.

Automatic Call Logging

Each call placed or received in CloudTalk is automatically logged to the corresponding contact, lead, or opportunity in Odoo CRM. Logged details include:

  • Call direction and duration

  • Notes

  • Tags

  • Agent name

  • Call outcome (missed, answered)

  • Recording links (if enabled)

If no matching contact or lead exists in Odoo, CloudTalk will search by phone number and create a new record if needed.

Real-Time Note & Tag Sync

Notes and tags created in CloudTalk sync to Odoo in real time:

  • Add a note in CloudTalk → it appears on the related Odoo activity.

  • Edit or delete a note or tag in CloudTalk → the changes reflect in Odoo automatically.


If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!

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