SILNI x Odoo — Seamless CRM Integration for High-Velocity B2B Sales
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Overview
SILNI integrates with Odoo to unify prospecting and CRM through JSON-RPC endpoints for secure create/read/update flows on leads, contacts, and opportunities, ensuring sales teams act on accurate, real-time data.
The integration embeds consent metadata and purpose limitation aligned with KSA PDPL, enabling compliant lead lifecycles across teams and borders.
Table of contents
What the integration delivers
Technical approach (API & models)
Compliance and data governance
Rollout and QA checklist
Success metrics and upkeep
What the integration delivers
Lead sync: Push new leads from SILNI to Odoo with mapped fields and source attribution for clean reporting and routing.
Contact enrichment: Update Odoo records as SILNI verifies details, preserving audit trails and minimizing duplicates.
Opportunity creation: Auto-create pipelines and tasks based on qualified actions to streamline handoffs.
Technical approach (API & models)
Odoo’s JSON-RPC supports authentication via the “common” service and object operations through “execute_kw” across models like res.partner and crm.lead.
Field mapping leverages Odoo’s meta-models for extendable schemas, while idempotency and deduplication protect data integrity under higher volumes.
Compliance and data governance
Record consent metadata (timestamp, scope, policy version) and honor withdrawals by halting marketing processing where PDPL requires, including data subject rights handling.
Document controller/processor roles and cross-border transfers to ensure lawful processing in KSA/UAE operations.
Rollout and QA checklist
Configure credentials, map fields, and test realistic cases in staging, including negative paths and retries.
Validate deduplication, rollback, and rate-limiting behaviors before production cutover to avoid data drift.
Success metrics and upkeep
Monitor sync success rate, time-to-first-touch, conversion to opportunity, and pipeline contribution as primary success indicators.
Schedule periodic schema reviews and consent-governance audits to keep integrations resilient and compliant as operations scale.
Story: Faster speed-to-lead
A Levant sales team cut time-to-first-touch by aligning SILNI routing with Odoo tasks and notifications, raising meeting rates without increasing SDR headcount.
Internal links to add
SILNI Integration Hub
Consent-First CRM Playbook
External links to add
Odoo JSON-RPC developer references
KSA PDPL Implementing Regulations
CTA
Book an integration workshop to map pipelines, deploy the Odoo connector, and launch consent-aligned lead flows in under 30 days.
