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Chat on Pancake

lead created Odoo

Every conversation with a customer can become a business opportunity - just one click, no manual entry, no missed leads.

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4

Simple steps

0

Manual entry

5

Type of synchronized data

100%

Automation

From chat to lead - just 4 steps

The process is designed for sales staff to get familiar from day one.

1

Open a conversation with the customer on Pancake

Access Pancake, select the conversation of the customer to create a lead. The familiar interface where you chat every day.

2

Click the "Create Opportunity" 

In the conversation, click the buttonCreate Opportunityor tagPotentialdepending on your company's configuration.

3

Lead appears on Odoo CRM

Open Odoo CRM - the new Opportunity has already appeared on the Kanban pipeline, no additional steps needed.

4

View detailed synchronized data

Click on the Opportunity to see all the information that has been automatically pulled over - customer name, phone number, source channel, responsible staff, and consultation notes.

Which information is

automatically pulled?

The most important data is synchronized as soon as the button is pressed
without missing anything, no manual entry.

Information

Source

Automatic

Customer name

From Pancake

Phone number

From Pancake

Lead source (Facebook / TikTok / Zalo...)

From tag / channel on Pancake

Responsible staff

From the page manager on Pancake

Consultation notes

From Pancake (two-way sync)

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The journey from messaging to closing the deal


1

Customer messages

Facebook, Zalo, TikTok, Instagram


2

Click to create Opportunity

1 click in Pancake


3

Odoo automatically creates leads

Contact + Opportunity on CRM Pipeline


4

Sales processes & closes

Quoting, tracking, closing deals on Odoo

Why does this integration

change the way you do sales?

Clear pipeline, no leads missed

All opportunities from all channels appear on a single pipeline in Odoo - managers can easily track and allocate.

Multi-channel, one processing flow

Facebook, Instagram, TikTok, Zalo - all follow the same process. The sales team does not need to learn many different ways of working.

No manual entry, no errors

Customer data is pulled automatically - completely eliminating errors from manual entry and saving hours each day for the sales team.

Unlock potential,

create growth momentum

If you need assistance with the initial setup or encounter issues during the integration process, consult with a Leonix expert for specific guidance tailored to your business system.

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