Mirror CRM conversations onto the partner record — safely, on your terms.
Every note, email, and milestone your team logs on a Lead or Opportunity can mirror onto the linked partner company's chatter, with rule-based control over what content, when, and to whom.
The problem
Chatter lives on the document, not the customer. A salesperson logs a note or sends an email on one Opportunity, and that conversation stays trapped there. Anyone who opens the partner company record instead — a manager, an account owner, a support agent — sees nothing, even though the real relationship history exists two clicks away.
The solution
Partner Message Sync mirrors CRM chatter onto the linked partner company automatically, governed by rules you control. Choose which record types trigger it, what content is shared (a reference link, a summary, or the full message), which partners qualify, and whether it fires on every message or only at a milestone like Won.
Built for trust, not just propagation
Every capability below is implemented in the module.
Configurable Propagation Rules
Create as many rules as you need, each scoped to Leads, Opportunities, or both, with its own trigger and content settings.
Content Visibility Control
Choose per rule whether the partner sees a reference link only, a short summary excerpt, or the full message body.
Message Templates
Attach a mail template to a rule to render a consistent, branded message on the partner record instead of the raw chatter text.
Milestone-Based Timing
Post on every logged message, only when a deal is marked Won, or on any stage change — so the partner record reflects meaningful moments, not drafts.
Partner Segmentation
Restrict a rule by partner type, tags, or country so messages only reach the partners who should see them.
Internal Note Filtering
Keep private log notes off the customer-facing record by default; opt a rule in only when you mean to share them.
Partner Notification Control
Post silently as an internal log note, or opt in to notify the partner's followers when a rule matters enough to alert them.
Retroactive Backfill
Sync historical conversations for existing customers with a wizard that previews exactly how many messages will post before you run it.
Audit Dashboard
Every propagation attempt is logged with a Posted, Skipped, or Error status, so admins can trust and troubleshoot the automation at a glance.
How it works
Create a Rule
Pick the record type, trigger event, visibility mode, and any partner filters.
Work As Usual
Your team logs notes, sends emails, and moves deals through stages in CRM like always.
Messages Mirror Automatically
Matching messages post onto the linked partner company's chatter, with a link back to the source.
Audit or Backfill Anytime
Review the log dashboard, or run a backfill to sync history for existing customers.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Version 1 supports Leads and Opportunities (crm.lead). Each rule can target Leads only, Opportunities only, or both.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
EHCS Post Messages To Partner
Mirror CRM chatter onto the linked partner record with rule-based control over content, timing and visibility — plus retroactive backfill and an audit dashboard.
Buy on Odoo App Store