CRM & WhatsApp Integration with Meta Ads

Scope of Work (SOW)

Facebook Lead Ads Integration with Odoo CRM

Project Name

Meta (Facebook & Instagram) Lead Ads Integration with Odoo CRM

Objective

Automatically capture all leads generated from Meta Instant Forms and create Lead records in Odoo CRM, while continuing to redirect customers to WhatsApp after form submission.

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Existing Flow

Current Process:

Meta Ad → Instant Form → Submit → WhatsApp Redirect

Required Process:

Meta Ad → Instant Form → Submit
→ Lead Created in Odoo CRM
→ Mobile Notification
→ WhatsApp Redirect (existing process remains unchanged)

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Scope of Work

1. Odoo CRM Configuration

Configure Odoo CRM with the following pipeline:

Pipeline Stages

1. New Lead
2. Contacted
3. Site Visit Scheduled
4. Quotation Sent
5. Negotiation
6. Won
7. Lost

Lead Fields

Create/Configure:

* Lead Name
* Customer Name
* Mobile Number
* Email
* City
* Product Category
* Source
* Campaign Name
* Ad Set Name
* Ad Name
* Assigned Salesperson
* Lead Date & Time
* Notes

2. Meta Lead Ads Integration

Connect:

* Meta Business Manager
* Facebook Page
* Instagram Account
* Lead Forms

Requirements:

* Automatic lead sync
* No manual CSV imports
* Real-time lead creation

Lead data to capture:

* Full Name
* Mobile Number
* Email (if available)
* City
* Product Requirement
* Custom Questions

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3. Product Wise Lead Segregation

Automatically identify leads based on Form Name.

Solar Leads

Pipeline Tag:

* Solar

Furniture Leads

Pipeline Tag:

* Furniture

Electronics Leads

Pipeline Tag:

* Electronics

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4. Mobile Notifications

Install and configure Odoo Mobile App.

Notification Trigger:

When a new lead arrives:

Example:

New Lead Received
Name: Amit Kumar
Phone: 98XXXXXXXX
Category: Solar

Notification should appear on:

* Android
* iPhone

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5. Salesperson Assignment

Automatic lead assignment rules:

Example:

Solar Leads → Salesperson A

Furniture Leads → Salesperson B

Electronics Leads → Salesperson C

Or Round Robin Assignment.

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6. Lead Source Tracking

Capture and store:

* Facebook Campaign Name
* Ad Set Name
* Ad Name
* Form Name

Example:

Campaign:
Solar June Campaign

Ad Set:
Dhanbad Solar

Ad:
545W Solar Offer

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7. Duplicate Lead Checking

Before creating a new lead:

Check:

* Mobile Number

If already exists:

Do not create duplicate.

Instead:

* Update existing lead
* Add activity history

8. Follow-Up Activities

Automatically create activity:

New Lead Received
↓
Task:
Call Customer

Due:
Within 1 Hour

9. Reporting Dashboard

Create Dashboard showing:

* Total Leads
* Leads by Source
* Leads by Product Category
* Leads by Salesperson
* Won Leads
* Lost Leads
* Conversion Rate
* Monthly Lead Trend

10. Testing

Developer must test:

✅ Lead form submission

✅ Odoo lead creation

✅ Duplicate handling

✅ Mobile notifications

✅ WhatsApp redirect remains functional

✅ Multiple forms

✅ Salesperson assignment

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Deliverables

1. Working Odoo CRM
2. Meta Lead Ads Integration
3. Mobile Notifications
4. Lead Assignment Rules
5. Product-wise Lead Routing
6. Dashboard Reports
7. User Training (1 Session)
8. Documentation

Expected Outcome

When a customer submits a Meta Instant Form:

1. Lead automatically enters Odoo CRM.
2. Assigned salesperson receives mobile notification.
3. Customer is redirected to WhatsApp as normal.
4. Lead is tracked through the complete sales pipeline until closure