Odoo and WhatsApp Business Cloud automations

Ready-made scenarios where Odoo and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

64 scenarios

New messages in WhatsApp Business Cloud — Deals in Odoo
New messages in WhatsApp Business Cloud — Activities in Odoo
New messages in WhatsApp Business Cloud — Updating contacts in Odoo
New messages in WhatsApp Business Cloud — Updating deals in Odoo
New messages in WhatsApp Business Cloud — Contacts in Odoo
New form responses in Formstack — Sending messages in WhatsApp Business Cloud
New messages in WhatsApp Business Cloud — Updating deals in Odoo
New messages in WhatsApp Business Cloud — Contacts in Odoo
New contacts in Odoo — Uploading media files in WhatsApp Business Cloud
New contacts in Odoo — Sending messages in WhatsApp Business Cloud
New messages in WhatsApp Business Cloud — Activities in Odoo
Updated activities in Odoo — Sending messages in WhatsApp Business Cloud
New messages in WhatsApp Business Cloud — Updating contacts in Odoo
Deleted contacts in Odoo — Sending messages in WhatsApp Business Cloud
New messages in WhatsApp Business Cloud — Deals in Odoo
Found: files in WhatsApp Business Cloud — Contacts in Odoo
New deals in Odoo — Sending messages in WhatsApp Business Cloud
Found: files in WhatsApp Business Cloud — Activities in Odoo
New messages in WhatsApp Business Cloud — Contacts in Odoo
New messages in WhatsApp Business Cloud — Deleting contacts in Odoo
Updated contacts in Odoo — Sending messages in WhatsApp Business Cloud
Found: files in WhatsApp Business Cloud — Deals in Odoo
Found: files in WhatsApp Business Cloud — Updating deals in Odoo
New attendees in eventbrite — Sending messages in WhatsApp Business Cloud — variant 2
Deleted contacts in Odoo — Sending messages in WhatsApp Business Cloud
New CRM contacts — enrichment and alert
Urgent messages from WhatsApp Business Cloud — into Telegram and Zendesk
From WhatsApp Business Cloud through Odoo — the answer back to WhatsApp Business Cloud
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in WhatsApp Business Cloud
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Business card into your address book with one photo
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Shipping quotes delivered right in the customer chat
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger