Odoo Trengo Connector

The Connecta Trengo App connects Trengo with Odoo and helps support or sales teams create and manage Odoo customer data directly from a Trengo ticket. The app shows relevant Odoo customer information inside Trengo and allows users to create customers, delivery addresses and sales orders without leaving the conversation. The goal of the app is to reduce manual work, avoid duplicate data entry and make sure that customer requests from Trengo can quickly be processed in Odoo. What is synced or created The app can create and update the following data in Odoo from Trengo: Customer / Company data When no existing Odoo customer is found, the user can create a new company directly from the Trengo sidebar. Synced fields include: Company name Email address Phone number Street ZIP / Postal code City Country VAT / Tax number Website The new customer is created as an Odoo company. Delivery addresses If the Trengo contact belongs to an existing company, the user can create a new delivery address under that company. Synced fields include: Parent company Delivery contact / address name Email address Phone number Street ZIP / Postal code City Country The delivery address is created as a delivery contact under the selected company in Odoo. Existing customer data When a Trengo ticket is opened, the app searches Odoo for an existing customer based on the Trengo contact information. The app can match customers using: Email address Phone number If a customer is found, the app displays the customer information inside Trengo. Customer updates From the Trengo sidebar, users can update basic Odoo customer data. Editable fields include: Name Email Phone Mobile Street ZIP / Postal code City VAT / Tax number Internal note The changes are written directly back to the Odoo contact. Sales orders The app allows users to create an Odoo sales order directly from Trengo. The sales order includes: Customer Invoice address Delivery address Product Quantity Delivery date Notes The selected product is added as a sales order line in Odoo. Notes entered in the Trengo widget are posted in the chatter of the created sales order. After creation, the app returns the created Odoo sales order number to the user. Example: Sales order created in Odoo: S00105 Application explanation When a Trengo ticket is opened, the Connecta Trengo App retrieves the ticket contact details and searches for a matching customer in Odoo. If a matching customer is found, the app displays the customer card in the Trengo sidebar. From this card, the user can review customer information, open the customer directly in Odoo, edit customer details and create a new sales order. If multiple Odoo contacts match the Trengo contact, the user can select the correct customer from a dropdown. The available delivery addresses and products are then shown based on the selected customer. If no customer is found, the user has two options: Create a new company in Odoo Link the Trengo contact to an existing company as a delivery address This makes it possible to process both new customers and existing customers with new delivery locations directly from Trengo. The product selection can be filtered from the Connecta settings, so only relevant products are shown in the Trengo sales order form. This prevents users from selecting incorrect products and keeps the order process simple. The app creates the sales order in Odoo using the selected customer, delivery address, product, quantity and delivery date. After the order is created, the app confirms the order number back to the Trengo user and writes any notes to the Odoo chatter. Key benefits Create Odoo customers directly from Trengo Create delivery addresses under existing Odoo companies Update customer details without leaving Trengo Create Odoo sales orders from a Trengo ticket Use customer-specific delivery addresses Filter which products are available for ordering Post Trengo notes to the Odoo sales order chatter Show the created Odoo sales order number in Trengo Reduce manual copy-paste work between Trengo and Odoo