Connecta Trengo App for Odoo

The Connecta Trengo App connects Trengo with Odoo, enabling support and sales teams to manage customer information and create sales orders directly from a Trengo ticket. Relevant Odoo customer information is displayed in the Trengo sidebar. Users can create companies, add delivery addresses, update customer details and create sales orders without leaving the conversation. This reduces manual work, prevents duplicate data entry and helps teams process customer requests quickly and accurately in Odoo.

How the app works

When a Trengo ticket is opened, the app retrieves the contact details from Trengo and searches for a matching customer in Odoo. Customers can be matched using: * Email address * Phone number When a matching customer is found, the customer information is displayed directly in the Trengo sidebar. From there, the user can: * Review the customer’s details * Open the customer record in Odoo * Update customer information * Select the correct customer when multiple matches are found * View available delivery addresses * Create a new sales order If no matching customer is found, the user can: * Create a new company in Odoo * Add the Trengo contact as a delivery address under an existing Odoo company

Customer and company creation

Users can create a new Odoo company directly from the Trengo sidebar. The following information can be transferred from Trengo to Odoo: * Company name * Email address * Phone number * Street * ZIP or postal code * City * Country * VAT or tax number * Website The customer is created as a company in Odoo.

Delivery addresses

When a Trengo contact belongs to an existing company, the user can create a new delivery address under that company. The following information can be transferred: * Parent company * Delivery contact or address name * Email address * Phone number * Street * ZIP or postal code * City * Country The address is created as a delivery contact linked to the selected company in Odoo.

View and update customer information

When a matching customer is found, the app displays the available Odoo customer information inside Trengo. Users can update the following fields directly from the Trengo sidebar: * Name * Email address * Phone number * Mobile number * Street * ZIP or postal code * City * VAT or tax number * Internal note All changes are written directly to the corresponding contact in Odoo.

Create sales orders from Trengo

Users can create an Odoo sales order directly from a Trengo ticket. The sales order can include: * Customer * Invoice address * Delivery address * Product * Quantity * Delivery date * Notes The selected product is added as a sales order line in Odoo. Any notes entered in the Trengo widget are posted in the chatter of the created sales order. After the order is created, the Odoo sales order number is shown in Trengo. For example:

Sales order created in Odoo: S00105

Product selection

Connecta can be configured to show only selected products in the Trengo sales order form. This keeps the order process simple and prevents users from accidentally selecting products that should not be available through Trengo.

Key benefits

• Create Odoo companies directly from Trengo
• Add delivery addresses under existing Odoo companies
• Find Odoo customers using their email address or phone number
• View and update customer details without leaving Trengo
• Create Odoo sales orders directly from a Trengo ticket
• Use customer-specific invoice and delivery addresses
• Control which products are available for ordering
• Add Trengo notes to the Odoo sales order chatter
• Display the created Odoo sales order number in Trengo
• Reduce manual copying between Trengo and Odoo
• Minimise duplicate customer data
• Process customer requests faster and more accurately