NexaDesk

Odoo CRM

Sync NexaDesk leads and contacts with Odoo CRM

Sync your NexaDesk leads and contacts bidirectionally with Odoo CRM. When a new lead is captured in NexaDesk, it can be pushed to Odoo automatically, and updates in Odoo reflect back in NexaDesk.

Prerequisites

  • An Odoo instance (version 14+) with CRM module enabled
  • API access enabled on your Odoo instance
  • An Odoo user with CRM read/write permissions
  • A NexaDesk account on a paid plan

Setup

  1. Log into your Odoo instance
  2. Go to Settings > Users & Companies > Users
  3. Select your integration user
  4. Under API Keys, click New API Key
  5. Copy the generated key

  1. In NexaDesk, go to Settings > Integrations > Odoo
  2. Enter your Odoo instance URL (e.g., https://your-company.odoo.com)
  3. Enter the Odoo database name
  4. Enter the integration user's email and API key
  5. Click Test Connection to verify
  6. Click Save

Map NexaDesk fields to Odoo CRM fields:

NexaDesk FieldOdoo Field
visitor_namecontact_name
visitor_emailemail_from
visitor_phonephone
visitor_companypartner_name
pipeline_stagestage_id
need_summarydescription
expected_billing_amountexpected_revenue
tagstag_ids

Choose when data syncs:

  • NexaDesk to Odoo — Push new leads when created, update when stage changes
  • Odoo to NexaDesk — Pull stage changes and assignment updates from Odoo
  • Sync frequency — Real-time (webhook) or periodic (every 5/15/30 minutes)

What Gets Synced

  • New leads created in NexaDesk are pushed to Odoo CRM as opportunities
  • Pipeline stage changes in either system are reflected in the other
  • Contact information updates propagate bidirectionally
  • Tags and labels are mapped where possible

Webhook Mode

For real-time sync, NexaDesk can register webhooks with Odoo:

  1. Enable webhook mode in the integration settings
  2. NexaDesk provides a webhook URL
  3. Configure Odoo automated actions to POST to this URL on lead changes

Troubleshooting

  • Connection failed — Verify your Odoo URL, database name, and API key are correct
  • Leads not syncing — Check that the integration user has CRM write permissions
  • Duplicate leads — Enable deduplication by email in the integration settings
  • Field mapping errors — Ensure custom fields exist in both systems before mapping
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