Odoo App · WhatsApp & Messaging
WhatsApp CRM in Discuss
View and reply to every CRM lead over WhatsApp — directly from Odoo's Discuss inbox.
Overview
WhatsApp CRM in Discuss turns Odoo's Discuss inbox into a WhatsApp-first sales workspace. The current contact's CRM leads appear next to the conversation, so agents do not have to switch apps to qualify or update an opportunity while they chat.
Built by TechUltra Solutions on Meta's official WhatsApp Cloud API, the module sends dynamic templates, media files, and interactive messages — list pickers, product lists, and quick-reply buttons — and writes delivery and read receipts back to Odoo so managers can see what landed and what was opened.
The WhatsApp tab is redesigned to match the WhatsApp app's look and feel, and every conversation, smart button, and template touch-point stays inside Odoo. Sales teams get a unified inbox without bouncing between CRM, Discuss, and the WhatsApp Business app on a phone.
Key features
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Leads beside every conversation
Open a chat in Discuss and the module shows every CRM lead belonging to the current client — no app switch to find the right opportunity.
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Create and edit leads inline
Spin up a new lead or update an existing one from the same Discuss window. Stage, salesperson, and pipeline data save straight into Odoo CRM.
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Dynamic WhatsApp templates
Send pre-approved WhatsApp templates with dynamic variables — lead name, owner, deal value — populated automatically from the CRM record.
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Media in a single click
Attach videos, images, PDFs, and other documents to any WhatsApp message and send them through the Cloud API without leaving Odoo.
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Interactive list and button messages
Send WhatsApp list messages, product lists, and quick-reply buttons — including templates with dynamic and static URL buttons — for faster lead qualification.
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Delivery and read receipts
Single and double grey ticks confirm delivery; double blue ticks confirm the lead has read the message — synchronised between Odoo and WhatsApp.
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WhatsApp-style chat UI
The WhatsApp tab is redesigned to mirror WhatsApp's interface, with the channel name and mobile number pinned to the thread's top bar.
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Marketing history with smart buttons
Smart buttons surface WhatsApp marketing history on the lead, with filter, group-by, and search controls for fast triage.
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Built on Meta's official Cloud API
Uses Meta's WhatsApp Cloud API, so messages are sent from a verified WhatsApp Business number and your account stays inside Meta's approved channels.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- tus_meta_wa_crm_in_discuss
- Odoo versions
- 12.0, 13.0, 14.0, 15.0, 16.0, 17.0
- Lines of code
- 8,320
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $145.54 (one-time)
- API
- Meta WhatsApp Cloud API
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- CRM
- Calendar
- Contacts
- Discuss
- Odoo WhatsApp Base
- Odoo Meta WhatsApp Discuss
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Set up WhatsApp Business and Meta
Create a WhatsApp Business Account, complete Meta Business verification, register a phone number, and generate a permanent access token from the Meta App dashboard.
- 2
Install the prerequisites
From Odoo Apps, install Odoo WhatsApp Base and Odoo Meta WhatsApp Discuss first — they ship the Cloud-API connector this module builds on top of.
- 3
Install WhatsApp CRM in Discuss
Open Apps, remove the Apps filter, search for “WhatsApp CRM in Discuss”, and click Install.
- 4
Connect your WhatsApp Business number
Under the WhatsApp configuration, enter the WhatsApp Business Account ID, phone number ID, and permanent access token from Meta.
- 5
Open the Lead tab in Discuss
Go to Discuss, open the new Lead tab, and confirm leads for the current client appear next to the chat.
- 6
Send the first WhatsApp message
Choose Send by WhatsApp on a lead, pick a dynamic template, attach any media, and send. Delivery and read ticks flow back into the Odoo conversation.
Frequently asked questions
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What does WhatsApp CRM in Discuss add to Odoo?
It surfaces every CRM lead for the current client inside Odoo's Discuss inbox, lets agents create or edit leads in place, and sends WhatsApp messages — including dynamic templates, media, and interactive list and button messages — through Meta's official Cloud API.
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Which Odoo versions are supported?
The module is published for Odoo 12.0 through 17.0, in both Community and Enterprise editions.
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Does it use the official WhatsApp API?
Yes. Messages flow through Meta's official WhatsApp Cloud API. A verified WhatsApp Business Account, registered phone number, and permanent access token from Meta are required.
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Can I send dynamic templates with lead data?
Yes. Pre-approved WhatsApp templates can include dynamic variables — lead name, owner, deal value, and so on — populated automatically from the matching CRM record.
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How do I know if a lead has read my message?
Single and double grey ticks confirm delivery, and double blue ticks confirm the message has been read. The status is synchronised between WhatsApp and the Odoo conversation.
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Can I send images and PDFs over WhatsApp?
Yes. Videos, images, PDFs, and other documents can be attached and sent in a single click through Meta's Cloud API, alongside text and interactive templates.
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What modules does it need to run?
It depends on CRM, Calendar, Contacts, and Discuss, plus TechUltra's Odoo WhatsApp Base and Odoo Meta WhatsApp Discuss modules, which provide the Cloud-API connector.
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What support is included?
You get 90 days of bug-fix support from TechUltra Solutions, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Related solutions
Whole-platform solutions that complement WhatsApp CRM in Discuss.
WhatsApp ↔ Odoo Integration
Two-way WhatsApp Business API integration with Odoo. Customer messages, order updates, invoices, and payment links — unified inbox for agents.
AI WhatsApp Chatbot
LLM-powered WhatsApp chatbot grounded in your Odoo data. Handles ordering, support, FAQs, and lead qualification with human-agent escalation.
Odoo WhatsApp Push Notifications
Real-time WhatsApp push notifications in Odoo — web, Android, iOS. Customer names in Discuss instead of phone numbers. Compatible with Odoo V12–V18.
Related services
Get the most out of this module with senior TechUltra consultants.
Odoo Customization Services
Tailored Odoo customizations from a Gold Partner — 200+ projects, upgrade-safe patterns, fixed-scope quotes, senior consultants. Free demo consultation.
Hire Odoo Developers
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Odoo Support & Maintenance
Odoo Gold Partner support — 24/7 functional, technical, and server coverage for Enterprise and Community editions. Fast turnaround, free consultation.
