How to Automate WhatsApp Lead Generation With Odoo in 2024

Cybrosys Technologies

07-08-2024

1. Configuration Setup

Set up the WhatsApp integration in Odoo. Go to the Odoo dashboard, install the WhatsApp module, and link it with your WhatsApp business account for seamless communication.

Odoo ERP

2. Template Creation

Create engaging and personalized message templates in Odoo. Design templates for different scenarios like welcome messages, follow-ups, and promotions to keep your leads interested.

Odoo ERP

3. Lead Management

Organize and track your leads effectively. Use Odoo’s CRM features to categorize, assign, and follow up on leads automatically based on predefined criteria.

Odoo ERP

4. Automated Messaging

Set up automated messages to be sent at key moments. Use Odoo’s automation tools to trigger messages based on lead actions, ensuring timely and relevant communication.

Odoo ERP

5. Analytics & Reporting

Monitor your WhatsApp lead-generation efforts with detailed analytics. Evaluate message performance, track lead conversion rates, and adjust your strategy for optimal results.

Odoo ERP