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The Odoo CRM integration updates leads in Octanist when an opportunity changes in Odoo. Octanist can mark leads as qualified, won, or lost, and can use Odoo expected revenue as the lead value.
Odoo sends the pipeline stage as a numeric stage_id. You will need to copy the Odoo stage IDs for the stages you want to map.

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Table of Contents

  1. Create the Integration in Octanist
  2. Enable Developer Mode in Odoo
  3. Find Your Odoo Stage IDs
  4. Create the Odoo Automation Rule
  5. Complete the Setup in Octanist
  6. Test the Integration

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1. Create the Integration in Octanist

  1. Go to Octanist and navigate to Integrations > Updating > Add New.
  2. Choose Odoo CRM.
  3. Copy the Webhook URL from the first setup step.
Use the full webhook URL from Octanist. The URL includes a secret at the end and must be pasted exactly into Odoo.

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2. Enable Developer Mode in Odoo

  1. Log in to Odoo.
  2. Open CRM.
  3. Go to Configuration > Settings.
  4. In the left sidebar, click General Settings.
  5. Scroll to Developer Tools and click Activate the developer mode.
Activate developer mode in Odoo
After developer mode is active, return to CRM.

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3. Find Your Odoo Stage IDs

Octanist maps Odoo stage_id values to lead statuses. You need the stage ID for:
  • The stage that should mark a lead as Qualified
  • The stage that should mark a lead as Won
  • Optional: the stage that should mark a lead as Lost
A lost stage is optional. When an Odoo opportunity is marked as lost, Odoo sends active: false, and Octanist can use that to mark the lead as lost.
  1. In Odoo CRM, go to Configuration > Stages.
Open Odoo CRM stages
  1. Open the stage you want to map.
  2. Look at the URL in your browser.
  3. Copy the stage record ID from the URL.
For example, if the URL contains: 
/odoo/action-209/1?debug=1
The stage ID is: 
1
Do not use the action-209 number. Use the record ID after it, right before ?debug=1.
Find the Odoo stage ID in the URL
Repeat this for your qualified and won stages.

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4. Create the Odoo Automation Rule

  1. In Odoo CRM, click the Studio button in the top bar.
Open Odoo Studio
  1. In Odoo Studio, open the Automations tab.
Open the Automations tab in Odoo
  1. Click New.
Create a new Odoo automation rule
  1. Configure the automation rule:
  • Name: Update Lead in Octanist
  • Trigger: On create and edit
  • Apply on: Match all records
  • When updating: add Active (Lead) and Stage (Lead)
Configure Odoo automation trigger fields
Do not save the automation rule yet. Add the webhook action first.
  1. Add an action and choose Send Webhook Notification.
Add an Odoo webhook action
  1. Configure the webhook action:
  • Name: Send Lead to Octanist
  • Type: Send Webhook Notification
  • URL: paste the full webhook URL from Octanist
  • Fields:
    • Active (Lead)
    • Email (Lead)
    • Expected Revenue (Lead)
    • Phone (Lead)
    • Stage (Lead)
Configure the Odoo webhook action fields
  1. Click Save.

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5. Complete the Setup in Octanist

Return to the Odoo setup flow in Octanist.
  1. Paste the Odoo stage IDs:
    • Qualified Stage ID
    • Won Stage ID
    • Optional: Lost Stage ID
  2. Set fallback values:
    • Qualified Lead Value
    • Won Lead Value
  3. Give the integration a clear name.
  4. Complete the setup.
If Odoo sends expected revenue as 0, null, or does not send it at all, Octanist uses the fallback value you configured.

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6. Test the Integration

Create or update a test opportunity in Odoo.
  1. Move the opportunity to the stage mapped as Qualified.
  2. Move the opportunity to the stage mapped as Won.
  3. Mark the opportunity as Lost in Odoo.
Then check Octanist > Activity History. You should see:
  • Odoo webhook received
  • Lead updated via odoo
  • Or a skipped activity explaining why the update was not applied
If you do not see Odoo webhook received, the request did not reach Octanist. Check the webhook URL, Odoo automation rule, tunnel configuration, and allowed hosts.
If you have any questions about this setup, contact us at support@octanist.com.