Use Odoo with AI
Connect nowUpdate leads and contacts in Odoo.
CRM & pipeline
Using Odoo in an agency
Odoo is a broad suite. Connect the CRM database you mean. Do not assume the invoicing app, the website and the CRM are one connection. For an agency, the lead and the viewing task are enough to start.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadFind leads and contacts
- Update recordsAdd notes, tasks and updates
Before you connect
- Account you’ll need
- An Odoo database
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Connect with browser login
Use browser login for compatible tasks in your CRM. We’ll check what your assistant can do after you connect.
Questions
What account does Odoo need?
An Odoo database
Will a bot change Odoo without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official Odoo partner?
No. You connect an account you or your agency already have, through Odoo’s own sign-in, where that connection is in the catalogue.