Assistance Needed: how automate WhatsApp Message sending in CRM

Question

Subject:
Hello Odoo Community,
I hope this email finds you well. I am currently working on setting up Automated Actions in Odoo to send WhatsApp messages when a lead reaches a specific step in our CRM pipeline.

J.A. Daniel Göppner · Accepted Answer

If you are in odoo v18 , you can press on the "gear" icon of the stage you would like to send Whatsapp to access the setting, and choose automation
Create a new automation then "add action" then choose WhatsApp
Image [1]

In odoo v17, you can do the same using odoo studio or "server actions"

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David Robert · Answer

Hi Omar,
You can definitely automate WhatsApp message sending in Odoo CRM using a few different approaches, depending on how deep you want the integration to go. The most reliable method is to use a WhatsApp API (like Twilio or Meta’s Cloud API) and trigger it through an *Automated Action* or a *Server Action* when a lead reaches a certain stage                  .             https://thecupcut.com/

Fili · Answer

If you're into puzzles, check out Pips game unlimited — it's a fun alternative nyt pips game with unlimited play.

maya-isabella · Answer

Automating WhatsApp messages from your CRM is easier with integrations like Twilio or WATI linked to the WhatsApp Business API. To create a tutorial video of the setup, use  * CapCut Pro APK *  it's perfect for adding clear instructions, transitions, and highlighting important steps. https://capcutprodownload.app/

Adam Stein · Answer

Thank you, it worked.
Regards,
Adam Stein,
https://troubleshoot.dev

Mohammed Usman · Answer

hi Daniel,
Thanks for above answer
i have tried in v17; server action & studio but send whatsapp cant configured.

Це запитання позначене

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