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Help

Automate leads into CRM from extrenal website (like Pipdrive does)

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crmleadsAutomation
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Gabriela Juncos Mercer

Hi,

I am trying to see if I can replace my "Pipedrive" CRM Account with the one integrated here.  Currently, Pipedrive allows you to create a form through the CRM. Then You have two options for sharing your web form link: Share as link or Embed the form on your website.

Is that possible with this CRM?  Or do I have to keep using Pipedrive (its cheap and very efficient but I wold prefer to be able to integrate)


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Gabriela Juncos Mercer
Author Best Answer

Ok, thank you for that. I had already seen that video, but they do not describe how to send the email from outside to the system. 

It describes how sending an email from within the system, it creates a lead on the CRM.  It does not describe how receiving an email will create the lead.

Currently, as soon as the form is submitted, without my intervention (no email sent by me) it creates the lead that comes from my external website.

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Ray Carnes (ray)
Best Answer

Any website that can create a form that emails when submitted can integrate with Odoo.

The Odoo website App allows you to create forms that submit directly into the CRM but email works just fine.



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