How Can You Automate WhatsApp Messages in Odoo Sales, CRM & More?

 

Send WhatsApp Messages Directly from Odoo – Sales, CRM, Inventory, Invoices & Purchase!

 

Automating WhatsApp messages in Odoo helps you communicate instantly and efficiently across Sales, CRM, Inventory, Invoices, and Purchase. Whether it's sending order confirmations, payment reminders, or delivery updates, WhatsApp automation ensures faster, personalized communication triggered by real-time actions in Odoo. With message templates and full tracking, you can streamline workflows, save time, and improve customer engagement—all without manual effort.

 Tired of switching tabs to send order confirmations or follow-ups?
Say goodbye to the back-and-forth. Automate and streamline your communication directly from Odoo modules.

  Why WhatsApp Messaging in Odoo?

Do your customers prefer WhatsApp over email?
Absolutely! Over 2 billion users trust WhatsApp for instant, reliable communication. Why not leverage that where you manage your entire business—Odoo?

 

 Which Odoo Modules Can Send WhatsApp Messages?

Sales – Send quotations, order confirmations, and follow-ups instantly.
CRM – Share lead updates, meeting reminders, and personalized messages.
Inventory – Alert customers or team members about stock updates, shipment dispatch, and warehouse issues.
Invoices – Automatically send invoice reminders, due notices, and payment confirmations.
Purchase – Inform vendors about purchase orders, delays, or delivery schedules.

 What Can You Send via WhatsApp?
  •  PDFs (Quotations, Invoices, Delivery Orders)
  •  Automated Messages (Order Placed, Order Delivered)
  •  Custom Texts (Greetings, Reminders, Acknowledgments)
  •  Images or Docs (Product Info, Inventory Proof)

 

Whatsapp Message module includes :

 🔄 Generate Lead in CRM : Generate confirm Lead using Whatsapp messages to customer in CRM. 

🔄 Order Status : Provide confirmation for customer order in whatsapp message.

🔄 Quotations Confirmation : Get Confirmation for Quotations using whatsapp message.

🔄 Purchase Status : Provide Purchase order status to vendor using whatsapp message.

🔄 Invoice Status : Send Invoice status from Invoices Whatsapp messages.

🔄 Inventory Transfer status : Provide Inventory Transfer status using whatsapp message

 Powerful Key Features Advantage :

Real-time updates – Instant communication improves response times
Personalized messages – Make customers feel valued
Automation-friendly – Reduce manual workload using scheduled or triggered messages
Multi-template support – Use pre-approved message templates with placeholders
Logs & Tracking – Full history of sent messages for accountabilit

 

Why Our Odoo Module “Send WhatsApp Messages” is Perfect for Your Business

Because modern businesses thrive on speed, personalization, and efficiency. Our WhatsApp Messaging Module for Odoo is built to match exactly that. It’s not just a tool—it’s a communication accelerator that ensures your customers, leads, vendors, and teams always stay connected in real time.

  • 🚀 Faster Communication – No more delays with emails or missed calls; WhatsApp ensures instant delivery.

  • 🎯 Business-Centric Design – Works seamlessly across Sales, CRM, Inventory, Invoices, and Purchase.

  • ⚙️ Automation-Ready – Messages can be triggered by actions, reducing manual effort and saving valuable time.

  • 🤝 Customer Engagement – Personalized messages make your customers feel valued and improve trust.

  • 📊 Trackable & Reliable – Every WhatsApp message is logged, giving you full visibility and accountability.

 

 How to Use the “Send WhatsApp Messages” Odoo Module

Getting started with our WhatsApp Messaging module in Odoo is simple and intuitive. Follow these easy steps to streamline your communication:

  1. Install & Configure the Module

    • Add the module to your Odoo system.

    • Connect your WhatsApp Business API / Cloud API account.

    • Set up message templates (quotes, invoices, reminders, etc.).

  2. Choose the Module Where You Want to Send Messages

    • Sales → Send quotations, order confirmations.

    • CRM → Share lead updates and meeting reminders.

    • Inventory → Notify stock transfers or dispatch updates.

    • Invoices → Send payment reminders and confirmations.

    • Purchase → Update vendors on purchase order status.

  3. Select WhatsApp Messaging Option

    • Open the record (quotation, invoice, lead, etc.).

    • Click the Send WhatsApp Message button.

    • Choose a message template or write a custom message.

  4. Send & Track Messages

    • Instantly send messages to your customer, vendor, or lead.

    • View message logs to track delivery, responses, and history.

  5. Automate Messages (Optional)

    • Set triggers (e.g., order confirmed, invoice overdue, lead updated).

    • Let Odoo automatically send the right WhatsApp message at the right time.

 

✔ Ready to Revolutionize Your Business Communication?

Integrating WhatsApp with Odoo isn't just a cool feature—it's a competitive advantage. Improve customer satisfaction, save time, and modernize how your business talks.

Want to Enable WhatsApp Messaging in Your Odoo?

 Contact us today or leave a message—let’s get you started with real-time, automated WhatsApp messaging in Odoo!



Download App Now:  

Send Message Odoo to Whatsapp Odoo ERP 18 :

 Send Whatsapp Message from Sales, CRM, Inventory, Invoices, Purchase Odoo 17 :

Send WhatsApp Messages Directly from Odoo 16 :

 Odoo whatsapp management module Odoo 15 :

 Send Whatsapp Messages From Odoo 14


Ask us for a free Demo ? :  business@aagaminfotech.com

Explore more odoo Apps: https://bit.ly/3y02ofI

Want to discuss: http://www.aagaminfotech.com/

WhatsApp : +91 9106649361

 

 Conclution :

Incorporating WhatsApp messaging into Odoo isn't just a convenience—it's a strategic move to modernize communication, boost efficiency, and enhance customer relationships. Whether you're automating sales updates, CRM follow-ups, or invoice reminders, WhatsApp integration keeps your team connected and your clients informed in real time. With the right setup, you can transform Odoo into a powerful communication hub that works as smart as your business does.

 

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