This guide explains how calls are handled between CloudTalk and Odoo, and how call details such as notes, tags, and recordings are automatically synced to the correct contact or opportunity.
User level:
Agent, Admin
For help setting this up, follow the step-by-step Configure Odoo guide.
Calling from Odoo
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.
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
Call Logging & Export
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:
When you add a note in CloudTalk, it appears on the related Odoo activity.
When you edit or delete a note or tag in CloudTalk, the changes are reflected 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!