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I will setup odoo whatsapp automation crm invoice quotation workflow integration
Isabella Isla
About this gig
Stop waiting for clients to open buried emails. Meet your customers where they actually areon WhatsApp.
When sales quotations or invoices sit unread in crowded email inboxes, your sales cycles stall and cash flow drops.
I specialize in building seamless Odoo WhatsApp automation frameworks and multi-module communication workflows. I will program your database to instantly trigger targeted, personalized WhatsApp messages, PDF documents, and transactional updates straight from your CRM, Sales, and Invoicing modules.
What This Advanced Odoo WhatsApp Integration Delivers:
- Instant CRM Lead Triggers
- One-Click Quotation Delivery
- Automated Invoice & Payment Tracking
- Custom Meta API & Cloud Configuration
- Dynamic Business Logic Mapping
Accelerate your operational response time, increase quotation conversion rates, and get paid faster. Lets turn your Odoo instance into a highly responsive, modern communication engine.
Click the "Contact Me" button right now to map out your communication strategy, or choose a package below to start messaging today!
Get to know Isabella Isla
Isabella Isla
Odoo Expert in Spain and global Websites, CRM, ERP and Automation
- FromSpain
- Member sinceMay 2026
Languages
Spanish, English, Italian, German
I help companies in Spain unlock the full potential of Odoo ERP by delivering solutions that simplify operations and boost growth. My services include website design, CRM setup, bookkeeping & accounting, inventory and sales modules, marketing automation, ERP integration, data migration, workflow customization, and troubleshooting support. Whether you need a new Odoo system, module configuration, or optimization, I provide reliable, conversion‑focused solutions that reduce errors, save time, and align perfectly with your business goals.
FAQ
Do we need an official WhatsApp Business API account through Meta for this setup?
Yes. To achieve reliable, stable enterprise-level automation without the risk of phone number blocking, we leverage the official WhatsApp Business API via Meta Cloud. I will guide you step-by-step through setting up your Meta Developer console and system tokens cleanly.
Can Odoo automatically send a PDF copy of an Invoice or Quote over WhatsApp?
Absolutely. I configure the Odoo backend automation to dynamically render your printable PDF layout templates, bundle the web link or media asset file natively, and dispatch it along with the localized text block smoothly.
Will the chat history sync back into the Odoo Chatter feed?
Yes. For Standard and Premium setups, the outgoing WhatsApp communication logs link back directly to the corresponding CRM Opportunity, Sales Order, or Customer Invoice chatter log, ensuring your internal team stays perfectly aligned.
