Hi,

 WhatsApp Integration with Odoo – Step-by-Step Guide

    1. Select Your API Provider

    To integrate WhatsApp with Odoo, you can either use Meta's official WhatsApp Cloud API or opt for third-party services such as 360Dialog or Twilio.

    If you go with the Cloud API, you’ll need to:

        Set up a WhatsApp Business account

        Obtain your Access Token, Phone Number ID, and Business Account ID from Meta’s developer portal

    2. Install a WhatsApp Integration Module

    You’ll need to install a suitable integration module in Odoo. There are various community-developed modules available depending on the Odoo version you're using.

    Visit apps.odoo.com to explore available options. These can serve as good starting points for your implementation.

    3. Configure Your API Credentials

    Once the module is installed, head to the configuration section in Odoo and:

        Input your API credentials (token, number ID, etc.)

        Set up webhooks so you can receive WhatsApp messages directly into Odoo

    4. Create & Manage Message Templates

    WhatsApp only allows business-initiated messages using pre-approved templates. You’ll need to:

        Design and submit message templates for approval in Meta's developer dashboard

        Once approved, configure these templates in Odoo for use in automated communications

    5. Automate WhatsApp Messaging in Workflows

    Odoo’s built-in automation tools like:

        Server Actions

        Scheduled Actions

        Custom Python Code

    ...can be used to trigger WhatsApp messages for events such as:

        Order confirmations

        Payment follow-ups

        Shipping notifications

    6. Receive and Monitor Customer Replies

    By configuring webhooks, inbound messages can be routed back into Odoo. These can be displayed and managed within:

        The Discuss app

        CRM records

        Or any custom chat module you may have developed

    You can also set up two-way messaging capabilities depending on your integration design.

Hope it helps

To integrate WhatsApp API with Odoo, you can follow these steps:

1. Get WhatsApp API Access: First, you’ll need to sign up for WhatsApp Business API through a provider like Twilio, 360Dialog, or another BSP (Business Solution Provider). They’ll give you access to the API credentials.
2. Use an Odoo WhatsApp Integration Module: You can find several Odoo modules on the Odoo Apps store that simplify this integration. Popular modules include WhatsApp Connector or WhatsApp Odoo Integration. These modules allow you to send messages, notifications, and even automate certain workflows through WhatsApp directly from Odoo.
3. Set Up and Configure: After installing the module, you’ll need to configure the WhatsApp API credentials in the Odoo backend. This usually includes setting up the API keys, phone numbers, and webhooks.
4. Automation: Use Odoo’s automation features (such as scheduled actions or workflow rules) to trigger WhatsApp messages. You can automate customer communication based on specific triggers like order confirmations, reminders, or updates.

These steps should help you get started. Let me know if you need more detailed guidance on any specific part!