Integrate Twilio with Odoo CRM

Twilio is an API platform for building software applications that communicate with text, voice and video. Twilio can be used to make and receive phone calls, send and receive text messages, and send and receive instant messages. Twilio is typically used by software developers to create communications functionality into web, desktop and mobile applications. (https://www.twilio.com/)

Odoo CRM is a free open source Customer Relationship Management (CRM. platform created in Python. It allows companies to manage their customers, leads, deals, products and services in one place. Odoo CRM has been downloaded over 2 million times. (https://www.odoo.com/)

Integration of Twilio and Odoo CRM

The integration focuses on the SMS feature of Twilio and the messaging feature of Odoo CRM (Sales module. The integration between these two platforms enables the user to send out SMS from Odoo CRM platform using Twilio API. Also it will be possible to receive a reply to the SMS sent using Odoo Sales platform.

Let’s go through the steps below to see how we can integrate Twilio and Odoo CRM (Sales Module)

Step 1. Integrating Odoo Sales module with Twilio account

You need to first sign up for a Twilio account at https://www.twilio.com/try-twilio . You will be required to enter your credit card details for registration but you can use the trial account which is free for first 30 days then you will be charged $1 per month after the trial period.

Once you are registered for a Twilio account you need to integrate your account with Odoo Sales (https://apps.odoo.com/apps/sales/. For this you need to go to Settings > Integrations on your Odoo Sales platform and click on the “Connect new integration” button:

In the next screen please select “Twilio” as your app type and click on “Create New” button:

On clicking on the “Create New” button you will be guided through a series of steps which include authentication of your account with Odoo Sales. Once you have authenticated the connection you will be able to see your Twilio account details in the form of Account SID, Auth Token and Your Account Sid. Please note down these details as you will be needing these later while integrating Twilio with Odoo Sales:

Step 2. Integrating Twilio with Odoo CRM (Sales Module. – creating a new Twilio account

In this step we will integrate Twilio with Odoo Sales module. We will create a new twilio account using the credentials we obtained from Step 1 above. For creating a new account please navigate to https://www.twilio.com/conspe/sms/accounts and click on the “Create a new Account” button:

Please enter a name for your new account and add a contact number of your choice. Also provide an email address to enable messaging through this account:

Twilio will automatically generate an account SID, Auth Token and an Account Sid for you which you need to save as you will be needing these details later while integrating with Odoo Sales module:

Step 3. Integrating Odoo Sales with Twilio – Creating a new Provider Account

Now that we have successfully integrated our Twilio account with Odoo Sales module, let’s now create a provider account in Twilio so that we can send or receive SMS from within our Odoo Sales platform. To create a provider account please navigate to https://www.twilio.com/conspe/sms/providers and click on the “Create a New Provider Account” button:

Provide an ID for your provider account and then enter the details for your provider such as country code, carrier code and type of number that you want to use for sending or receiving texts from within the Odoo Sales platform:

Twilio automatically generates an account SID, Auth Token, Account Sid and a Voice Url which you need to save as you will be needing these details later while integrating with Odoo Sales module:

Step 4. Integrating Odoo Sales with Twilio – adding authentication tokens to your provider account in Twilio platform

Now that we have successfully created a provider account in Twilio let’s now add the authentication token (i.e Account SID, Auth Token, Account Sid. that we got from Step 1 above. To do this please navigate to https://www.twilio.com/conspe/sms/providers and select your provider account from the list of accounts on this page:

After selecting your provider account on the next screen please go to Authentication section as shown in the screenshot below and enter authentication token that you got from Step 1 above in the option “Authentication Token” as shown in the screenshot below. (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales. . (Note that here I am using my existing Account SID, Auth Token, Account Sid and Voice url generated by Odoo Sales)

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