CRM sync
SEL XP pushes each lead to your CRM as it is saved: the company first, then the contact, then the lead, with its notes, calls and next task. Odoo is the first connector and Zoho CRM is next. Nothing is sent twice, and anything that fails is listed with a button to send it again.
What it does
Companies, contacts and leads. The lead's history in Odoo's chatter. The next task as an Odoo to-do for the right user. The event as the campaign.
Each record's CRM id is saved the moment the CRM gives it, so a push that is cut off halfway never makes a second record.
While a lead is being captured, the app asks your CRM whether it knows the person, and tells the rep who looks after them and how much is open.
In a group, each company's leads go to that company's CRM. If it has none, they go to its parent's, and then the group's.
A lead that will not go is retried on a schedule, then listed under Not sent with the reason. A refused key pauses the connection and tells your admins once.
The CRM's API key lives in a secret store. It is never kept in our tables, written to a log or sent back by the API.
How it works
An admin connects the CRM once. After that it runs by itself.
Under Settings, CRM sync, enter your Odoo address and API key for the group or for one company.
The app checks that it can sign in and that the fields it writes exist in your version.
Each team is matched to one of your Odoo sales teams, read live from Odoo.
Saving a lead queues it. It reaches the CRM within about a minute, in order: company, contact, lead.
Anything the CRM refused is there with the reason and a Send again button.
In detail
While a rep is still typing, the app asks your CRM whether it knows this person, by email and then by phone. If it does, the rep sees who looks after them and what is open, beside what colleagues in the app already know. It waits five seconds at most and never holds the capture up.
Good to know
Questions
Yes. SEL XP sends companies, contacts and leads to Odoo versions 16 to 19, adds the lead's history to Odoo's chatter, creates the next task as an Odoo to-do and records the exhibition as the campaign. The connector is in pilot with our first customer.
The Zoho CRM connector is the next one being built. Until it is ready, leads can be exported as a spreadsheet and imported into Zoho. HubSpot, Salesforce and Dynamics 365 connectors follow.
No. Before a lead is created the app looks the person up in your CRM, and each record's CRM id is stored the moment it is returned. A push that is interrupted picks up where it stopped and never creates a second record.
Reps notice nothing. Leads stay in the app and are retried after 1, 5 and 30 minutes, then 2 and 6 hours. After that they are listed under Not sent, with the reason, for an admin to send again.
Yes. Each company or branch can have its own CRM connection. A lead goes to the CRM of the company it was captured for. If that company has none, it goes to its parent's, and then to the group's.
Yes. Managers and admins can export the leads they are allowed to see as a spreadsheet, up to 5,000 at a time, filtered by event, company, team and period. Every export is written to the audit log.
The rest of the product
See it with your team
Tell us how your team sells: on customer sites, on the road or at exhibitions. We will show you the app with your products, your team structure and your CRM in mind.