CRM integrations
Odoo integration
Overview
The Odoo integration automatically tracks your sales funnel and customer journey by connecting Odoo CRM events to Spectacle's attribution system. When contacts are created, companies are updated, or opportunities progress through your pipeline, these activities are captured as attribution events in real-time.
This integration requires Odoo 19 or later, as it relies on the REST API feature introduced in that version. You also need the Automation rules module installed in your Odoo instance.
Setup & Configuration
Creating an API Key
To connect Spectacle to your Odoo instance, you need to create a persistent API key:
- In Odoo, click your name in the top right corner
- Select My Preferences
- Go to the Security tab
- Click Add API Key
- When prompted for a duration, select Persistent
- Copy the generated key
Connecting
You can connect your Odoo account to Spectacle on your workspace's settings page. You will need to provide:
- Your Odoo instance URL (e.g.
your-company.odoo.com) - The API key you created above
Configuration
After connecting your Odoo account, you can optionally configure the following settings:
User Id Field (optional): The Odoo contact field where you store the internal User Id from your own system. When configured, we will Identify any Odoo contacts. This will make them show up on the Audiences page under Contacts.
Company Id Field (optional): Choose an Odoo company field to identify companies. When configured, we will Group any Odoo companies. This will make them show up on the Audiences page under Companies.
Contact Tracking
Automatic Event Generation
When contacts are created or updated in Odoo, Spectacle automatically generates these attribution events:
- Odoo: Contact Created - When a new contact is added to Odoo
Synced Contact Properties
The following properties are automatically synced for contacts:
- Contact id
- First name
- Last name
- Email address
- Phone number
- Associated company
Company Tracking
Company Events
Track your B2B relationships with automatic event generation for company activities:
- Odoo: Company Created - When new companies are created in Odoo
Synced Company Properties
The following properties are automatically synced for companies:
- Company id
- Company name
- Website
Opportunity Progression Tracking
Opportunity Events
Track your sales funnel with automatic event generation for opportunity activities:
- Odoo: Opportunity Created - When new opportunities are created
- Odoo: {STAGE NAME} - When existing opportunities progress through pipeline stages
Synced Opportunity Properties
When opportunities are created or updated, the following properties are synced to both the associated contact and company:
- Opportunity stage
- Opportunity value
- Opportunity currency
Contact-Company Associations
Association Tracking
When contacts are associated with companies in Odoo, Spectacle tracks these organizational relationships automatically. This enables account-based marketing (ABM) attribution and helps you understand which marketing activities drive company-level engagement.
Event Attribution
All Odoo events are automatically attributed to your marketing touchpoints, allowing you to:
- Measure which campaigns generate the most qualified leads
- Track the complete customer journey from first touch to closed deal
- Calculate real ROI for your marketing spend
- Identify which touchpoints contribute to opportunity progression
- Analyze account-based marketing effectiveness