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Integrations

What it connects to, and how far along each one is

SEL XP sends leads to your CRM and follow-ups to the people your team meets. Each connection below is marked as available, in pilot, next or planned, so you know what you can rely on at your next show.

CRM

OdooVersions 16 to 19. Companies, contacts, leads, history, tasks, sales teams and campaigns.In pilot
Zoho CRMThe next connector. Sign-in with Zoho, in the data centre your account uses.Next
HubSpotContacts, companies and deals.Planned
SalesforceLeads, contacts, accounts, opportunities and campaigns.Planned
Microsoft Dynamics 365 SalesLeads, contacts, accounts and opportunities.Planned
Any other CRMExport leads as a spreadsheet, filtered by event, company, team and period.Available

Messages

EmailFollow-up in your approved wording, with delivery, bounce and spam reports shown on the lead.Available
WhatsAppClick-to-chat: opens WhatsApp with your message and the visitor's link ready. No WhatsApp API needed.Available
WhatsApp Business PlatformApproved templates sent through the official API, with delivery status.Planned
Microsoft 365 and Google mailboxesSend from the rep's own mailbox so replies and sent items stay there.Planned

Contacts and calendars

Phone contactsA visitor saves the rep's contact from the card page in one tap. The offline QR carries the contact itself.Available
Single sign-onMicrosoft Entra ID and Google Workspace. Today people sign in with a code sent to their email.Planned
Webhooks, Zapier and MakeSend lead events to any other tool.Planned

Odoo, in detail

What goes where in Odoo

An admin connects Odoo once, for the group or for one company. After that each saved lead is sent within about a minute, in this order.

In SEL XPIn OdooModel
A companyA company in Contactsres.partner
A personA contact under that companyres.partner
A leadA lead, or an opportunity when it has a valuecrm.lead
What they asked aboutTags on the leadcrm.tag
Notes, calls, messages, visitsThe lead's chatter, as plain textmessage
The next taskA to-do for the Odoo user with the owner's loginmail.activity
The card's photo and filesAttachments on the leadir.attachment
The exhibitionThe lead's campaignutm.campaign
Your teamThe Odoo sales team you matched it tocrm.team
More on CRM sync

Questions

Integrations, answered

Does it work with Odoo?

Yes. SEL XP sends companies, contacts and leads to Odoo versions 16 to 19, adds the lead's history to Odoo's chatter, creates the next task as an Odoo to-do and records the exhibition as the campaign. The connector is in pilot with our first customer.

Does it work with Zoho CRM?

The Zoho CRM connector is the next one being built. Until it is ready, leads can be exported as a spreadsheet and imported into Zoho. HubSpot, Salesforce and Dynamics 365 connectors follow.

Will it create duplicate records in my CRM?

No. Before a lead is created the app looks the person up in your CRM, and each record's CRM id is stored the moment it is returned. A push that is interrupted picks up where it stopped and never creates a second record.

What happens if the CRM is down during the show?

Reps notice nothing. Leads stay in the app and are retried after 1, 5 and 30 minutes, then 2 and 6 hours. After that they are listed under Not sent, with the reason, for an admin to send again.

Can companies in the same group use different CRMs?

Yes. Each company or branch can have its own CRM connection. A lead goes to the CRM of the company it was captured for. If that company has none, it goes to its parent's, and then to the group's.

Can I export leads to Excel?

Yes. Managers and admins can export the leads they are allowed to see as a spreadsheet, up to 5,000 at a time, filtered by event, company, team and period. Every export is written to the audit log.

See it with your team

Tell us which CRM you run.

If your connector is not built yet, we will tell you when it is due and how the export works in the meantime.

Book a demo See pricing
  1. What happens next
  2. Day 0You send the form. We reply within one working day.
  3. 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
  4. Set-upWe build your workspace with you: companies, teams, products, wording.