Odoo & Meta Forms Integration
Budget: $2 – $8 USD
I’m running Odoo on the Online Enterprise plan and need WhatsApp and Facebook/Instagram native lead-gen forms to feed directly into my CRM.
Scope of work
• Lead Generation: Every new submission from the Meta forms should create or update a lead in Odoo, capturing the contact’s name, email, phone number and stated product or service interest.
• Message Automation: As soon as a prospect sends an inbound WhatsApp message, Odoo must fire an immediate auto-reply drawn from a template I’ll maintain in Odoo’s studio.
• Customer Support Handoff: Any subsequent conversation should appear in the Odoo Discuss/Live Chat module so my team can continue the dialogue without switching apps.
Acceptance criteria
1. A test form on Facebook or Instagram pushes a record into the Odoo Leads pipeline with the mapped fields populated.
2. An inbound WhatsApp message to the connected business number receives an instant automated reply logged in Odoo.
3. Follow-up messages from either side stay synced in the same Odoo thread.
4. All integration pieces rely only on officially supported APIs (Facebook Graph, WhatsApp Cloud, Odoo External API) so they survive platform updates.
Deliverables
- Configured API connections (Meta → Odoo) with documentation.
- A short Loom or similar walkthrough showing the three criteria above in action.
- Source code or Odoo Studio export of any custom modules used.
Scope of work
• Lead Generation: Every new submission from the Meta forms should create or update a lead in Odoo, capturing the contact’s name, email, phone number and stated product or service interest.
• Message Automation: As soon as a prospect sends an inbound WhatsApp message, Odoo must fire an immediate auto-reply drawn from a template I’ll maintain in Odoo’s studio.
• Customer Support Handoff: Any subsequent conversation should appear in the Odoo Discuss/Live Chat module so my team can continue the dialogue without switching apps.
Acceptance criteria
1. A test form on Facebook or Instagram pushes a record into the Odoo Leads pipeline with the mapped fields populated.
2. An inbound WhatsApp message to the connected business number receives an instant automated reply logged in Odoo.
3. Follow-up messages from either side stay synced in the same Odoo thread.
4. All integration pieces rely only on officially supported APIs (Facebook Graph, WhatsApp Cloud, Odoo External API) so they survive platform updates.
Deliverables
- Configured API connections (Meta → Odoo) with documentation.
- A short Loom or similar walkthrough showing the three criteria above in action.
- Source code or Odoo Studio export of any custom modules used.
Related categories:
PHP
Python
Software Architecture
ERP
Odoo
Facebook API
Lead Generation
API Integration