Send Live Chat Leads to Odoo

LiveChat to Odoo Integration Guide

With Syncspace, you can automatically send new entries from your Live Chat directly to your Odoo CRM(leads) no coding or technical skills required. Your chat data flows seamlessly from one platform to the other.

Just follow the steps in this guide, and your Live Chat submissions will start showing up in SendGrid automatically.
It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both a LiveChat account and an Odoo instance.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App details

• Add your App Name
• Select Odoo from the Dropdown

Step 4 Add your Odoo Credentials and click Verify Then Save

• Add your Odoo URL
• Add your Odoo Data Base Name
• Add your Odoo User
• Add your Odoo User Password

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown and copy webhook URL

• Choose LiveChat

Step 7 Steps to Verify a Webhook in LiveChat

Log in to your LiveChat account and go to the Dashboard.

• On the left-side menu, scroll down and click on “Apps”.

• At the bottom left under Apps, click on “Automate with Webhooks“

Step 8 Click the "Add Webhook" button to generate new Webhook

Step 9 A pop-up will appear paste your webhook URL in the "Target URL" field

• click the “Save” button.
• Your webhook will be verified (LiveChat will send a test request to confirm it).

Step 10 From the dashboard's sidebar Menu, go to Settings and then click on Forms.

Under the Menu, select Pre-Chat to access the page.
Note: For capturing lead data, it is recommended to enable pre-chat form from the livechat dashboard as shown below

Step 11 Start a Demo Chat Session using LiveChat

Step 12 End the chat session

Step 13 Return to the integration platform and click Verify Webhook, then click Continue

Step 14 Select your Target App from the dropdown

• Choose Odoo
  

Step 15 Select the appropriate Odoo Model from your app credentials

•  Example: Leads, Contacts, Job applicant

Step 16 Select the Odoo account you created earlier while setting up your app credentials.

Step 17 Click on the "Save and Map Fields" button

Step 18 Match LiveChat fields to the correct Odoo fields

• Example: Name → Full Name, Email → Email, Chat Transcript → Notes

Step 19 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

• Click Save and Activate, your space will be saved and activated automatically.

• Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 20 From the Action Column, click to Activate Your Space

Step 21 Start another Demo Chat Session via LiveChat

Step 22 End Demo Chat Session via LiveChat

Step 23 Log in to your Odoo account and go to your CRM module → Leads

• You should see a new record created based on the chat session