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Digitalisation, omar ouhagua

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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.


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J.A. Daniel Göppner
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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 


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

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David Robert
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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/    

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Fili
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maya-isabella
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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/

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

Regards,

Adam Stein,

https://troubleshoot.dev

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Mohammed Usman
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hi Daniel,

Thanks for above answer

i have tried in v17; server action & studio but send whatsapp cant configured.


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