How to Integrate WhatsApp and IndiaMART with Odoo CRM So You Never Miss a Lead

Buyers often send one inquiry to several suppliers, so the first good reply gets noticed. By connecting IndiaMART with Odoo CRM, your sales team can access new inquiries in one place and respond to potential customers faster.

It pulls each IndiaMART inquiry into Odoo CRM as a lead, so nobody has to copy it by hand. Add an Odoo WhatsApp integration, and your rep can reply from that same lead.

This guide covers how both parts work, the setup steps, and what to check before you buy. We use two apps: IndiaMART Odoo Integration and CRM WhatsApp Integrations.

Odoo IndiaMART integration turns inquiries into CRM leads.

An Odoo IndiaMART integration connects your IndiaMART seller account to Odoo CRM. It fetches each inquiry and creates one lead for it, so your team works from one pipeline.

You may also see it called an IndiaMART CRM integration or an Odoo IndiaMART connector. The job is the same.

Enquiries stop waiting in a separate dashboard and show up where your reps already work.

IndiaMART gives you a CRM key.

IndiaMART lets paid sellers connect other software to their leads. You create a key in Lead Manager, and Odoo uses it to ask IndiaMART for your inquiries.

Treat the key like a password. Anyone who has it can read your lead data, so share it only with the person who sets up the connection.

Odoo creates one lead for each inquiry.

Each fetched enquiry becomes a normal lead in your pipeline. Reps can open it, assign it, and move it through stages like any other lead.

The IndiaMART app also adds tools made for this job:

• Import leads with a button or on a schedule.
• See a log record for every import.
• Filter the pipeline by the IndiaMART source.
• Search leads by partner, product, or contact name.

WhatsApp integration adds a message button to each lead.

An Odoo WhatsApp integration lets your team send WhatsApp messages from inside Odoo. In CRM, it adds a WhatsApp icon next to the mobile number on each lead.

Leads get missed when they live outside your CRM.

Leads usually get missed for three reasons. They sit in a separate dashboard, someone copies them by hand, or the follow-up chat happens on a personal phone.

Separate dashboards leave leads without an owner.

An inquiry in the IndiaMART dashboard is just a name, a number, and a message. It has no salesperson, no follow-up date, and no pipeline stage.

When three people can see it, each may assume someone else replied. Good IndiaMART lead management starts with giving every inquiry one clear owner.

Manual copying causes delays and duplicates.

Copying a lead into a sheet takes a few minutes and someone who remembers to do it. That gets hard when inquiries arrive all day.

Mistakes follow. A number gets mistyped, or one buyer gets added twice. IndiaMART notes that a buyer who sends two inquiries and then calls can show up as three records.

Personal phones take chat history with them.

Reps often message buyers from their own WhatsApp, so nobody else can see the price you quoted or what the buyer asked for. When that rep leaves, the history leaves too.

With the appropriate WhatsApp integration, your sales team can maintain customer communication records alongside CRM lead information, improving visibility across the sales team.

The workflow takes four simple steps.

The full path is short. A buyer sends an inquiry, Odoo turns it into a lead, a rep sends a WhatsApp message, and the chat is saved on that lead.

1. A buyer sends an inquiry on IndiaMART.
2. Odoo fetches it and creates a lead tagged with the IndiaMART source.
3. The rep clicks the WhatsApp icon next to the mobile number on the lead.
4. The sent message appears in the lead’s chatter, and the lead moves through your pipeline.

After step 2, the rep never leaves Odoo. The next two sections show the exact clicks.

Stop copying IndiaMART leads by hand.

Get IndiaMART Odoo Integration

You can import IndiaMART leads into Odoo in five steps.

To import IndiaMART leads into Odoo, you create a key in IndiaMART, turn on API Integration in Odoo, and click Fetch. Now, check the log, and filter your pipeline. It takes a few minutes.

The app’s product page also has a short demo video if you want to watch it first.

Step 1: Get your CRM key from IndiaMART.

Start in IndiaMART, since Odoo needs the key first:

• Log in at seller.indiamart.com.
• Open Lead Manager.
• Click the three-dots menu, then choose Import/Export Leads.
• Select Pull API, then click Generate Key.

Only paid IndiaMART sellers can create this key. It expires if unused for 7 days, and making a new key stops the old one.

Step 2: Turn on API Integration in Odoo.

Open your user settings in Odoo and tick API Integration. A new API integration menu appears with list and Kanban views.

Open that menu and fill in your details, including your company name. Odoo shows a warning if you fetch leads without it.

Step 3: Click Fetch Now.

Tick Import Lead, then click Fetch Now. Odoo asks IndiaMART for your enquiries and pulls them in.

If Import Lead is not ticked, Odoo shows a warning instead. If nothing happens, check that box first.

Step 4: Check the log.

Click View Response to see the log history for that fetch. The Log menu keeps every past fetch, so it is the first place to look when a lead seems missing.

Step 5: Filter your pipeline by IndiaMART.

Open your CRM pipeline and apply the IndiaMART filter. You will see only leads from IndiaMART, and you can search them by partner, product, or contact name.

Open any lead for the normal CRM form, where your team can assign it and plan the next step.

Manual and scheduled imports work differently.

You can fetch leads yourself with a button or let a scheduled action do it. Most teams use both.

Find the scheduled version under Scheduled Actions, and click Run Manually there to test it. Keep Auto Import ticked, because a scheduled run fails without it. Set your timing with IndiaMART’s limits in mind:

• IndiaMART suggests fetching every 10 to 15 minutes.
• Leave at least 5 minutes between two fetches.
• More than 5 fetches in one minute blocks your key for 15 minutes.
• One request can cover at most 7 days.

A shorter schedule won’t bring leads faster. It only risks a blocked key.

Reply to leads without leaving Odoo.

Get CRM WhatsApp Integration

You can message a lead on WhatsApp in three steps.

To send a WhatsApp message from Odoo CRM, you turn on the CRM WhatsApp feature, click the WhatsApp icon on a lead, and send.

Every message is saved in the lead’s chatter. This works on Odoo Community and Enterprise.

Step 1: Turn on the CRM WhatsApp feature.

Two switches need to be on before the icon appears:

• Open the user record and enable the CRM WhatsApp feature.
• Open the CRM settings and enable the WhatsApp options.

You can also add a signature under Preferences, so every message ends with your name.

Step 2: Click the WhatsApp icon on a lead.

Open any lead and look next to the mobile number. Clicking the WhatsApp icon opens a message window, where you can type or edit the text.

The lead form also has a Send By WhatsApp button, if you prefer that.

Step 3: Send the message and check the chatter.

Click Send, then confirm in the second window that appears. The message goes to the customer’s WhatsApp.

Open the lead’s chatter, and you will see it recorded there, so anyone on the team can see what was said and when. One lead’s details can also go to more than one number in a single click.

A provider-based version sends through ApiChat or the Chat API.

Some teams prefer to connect through an API provider. The CRM WhatsApp API Integration module works with both ApiChat and the Chat API. Setup follows four steps:

• Get a token and an instance from your provider.
• Enter them in Odoo.
• Turn on the WhatsApp Configuration Manager.
• Give access to the apps that should use WhatsApp.

The WhatsApp API Integration Base app adds several WhatsApp accounts, one account shared by many users, and Ultramsg as a provider.

Native WhatsApp and a module work differently.

Odoo has its own WhatsApp app, and a third party module is the other route. The native app is an enterprise feature on Meta’s WhatsApp Business Platform. A module can also run on Community.

Native WhatsApp suits enterprise teams.

Odoo’s native app connects a WhatsApp Business Account to your database. Replies arrive in Discuss, and you can send approved templates, such as a quotation.

It works only with WhatsApp Business Platform accounts. Personal WhatsApp and the WhatsApp Business App will not connect, and setup needs a Meta business account, a developer app, and webhooks.

If you already run Enterprise and want approved templates, native is a solid choice.

A third-party module suits community teams.

Many companies run Odoo Community, so the native app is not an option. An Odoo WhatsApp Community edition setup needs a module.

The CRM WhatsApp app adds WhatsApp to leads without a Meta developer app. For a WhatsApp API integration in Odoo, the provider-based option connects through ApiChat, Chat API, or Ultramsg.

You need one app for each step of this workflow.

Most teams need only two apps, one to bring leads in and one to reply. Add the rest only when a real need shows up.

• Only want leads in Odoo? The IndiaMART app is enough.
• Want reps to reply from the lead? Add the CRM WhatsApp app.
• Prefer sending through a provider? Use the provider-based WhatsApp API app.
• Want one shared inbox for every chat? Try the WhatsApp Connector for Whapi.cloud.
• Send quotations and invoices on WhatsApp? Look at the All-in-One WhatsApp Integration.

Start small. You can add a second WhatsApp app later without touching the IndiaMART setup.

If you also get leads from TradeIndia, the TradeIndia Odoo Connector brings them into the same pipeline.

Check these four things before you buy.

The apps work on Odoo Community and Enterprise, but a few limits are worth knowing first. Here they are, along with what you get after you buy.

Odoo Online is not supported.

These apps run on Community and Enterprise, on Odoo.sh, or on premise. They do not run on Odoo Online, the odoo.com cloud version.

You need a paid IndiaMART account.

IndiaMART only lets paid sellers create the key that powers the connection.

WhatsApp provider fees are separate.

ApiChat and Chat API have their own terms and prices. Check them against how many messages your team sends.

Each module covers one Odoo version.

You buy a module separately for each Odoo version, and exchanges or refunds are not allowed. Confirm your version first.

Softhealer supports every purchase with updates and help.

Softhealer has built Odoo apps for more than 11+ years and is an Odoo Gold Partner. Its store lists 1,700+ custom apps, so this work comes from a team that does it every day.

Here is what comes with your purchase:

• 365 days of free support on the IndiaMART app.
• Lifetime free updates for the Odoo version you buy.

Bring IndiaMART and WhatsApp into one CRM workflow.

Bring IndiaMART inquiries and WhatsApp conversations into your Odoo CRM workflow. Every lead gets an owner, a log, and a saved chat, so fewer buyers slip away before you reply.

Explore Softhealer’s Odoo integrations to simplify lead management and improve your sales follow-up. Start with the IndiaMART app, then add WhatsApp when your team is ready.

Explore More Odoo Apps and Integrations at the SoftHealer Module Store.

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Here are answers to common questions.

1. What is an Odoo IndiaMART integration?

An Odoo IndiaMART integration is a connection that fetches your IndiaMART inquiries into Odoo CRM. Each inquiry becomes one lead, so your team no longer types them in by hand.

2. What is the IndiaMART CRM key?

The IndiaMART CRM key is a private code that lets Odoo read your leads from IndiaMART. You create it in Lead Manager. It expires if it goes unused for 7 days.

3. What is an Odoo WhatsApp integration?

An Odoo WhatsApp integration is a module that lets your team send WhatsApp messages from inside Odoo. In CRM, it adds a WhatsApp icon next to the mobile number on each lead.

4. How often does Odoo import IndiaMART leads?

Odoo imports leads when you click Fetch Now, and again on the schedule you set. IndiaMART suggests fetching every 10 to 15 minutes, with at least 5 minutes between two fetches.

5. Can I message an imported IndiaMART lead on WhatsApp?

Yes. An imported lead is a normal CRM lead, so the WhatsApp icon works on it once the CRM WhatsApp feature is turned on. The sent message is saved in the lead’s chatter.

6. Do I need Odoo Enterprise for WhatsApp?

Odoo’s own WhatsApp app needs Enterprise. The CRM WhatsApp apps covered here work on both community and enterprise, so community users can still send WhatsApp messages from the CRM.

7. What are ApiChat and Chat API?

ApiChat and Chat API are services that connect a WhatsApp number to other software. You get a token and an instance from them, then enter both in Odoo. Their fees are separate.

8. Does the integration work on Odoo Online?

No. These apps run on Odoo Community and Enterprise, on Odoo.sh, or on-premise. They do not run on Odoo Online, the odoo.com cloud version.

9. Which Odoo versions do these apps support?

Each app lists its supported versions on its store page. You buy a module separately for each Odoo version, so check your version before you pay.