Hi, i would like to use a custom form in our website to register leads to my odoo's CRM.
Ho lets say if i have a landing page, i would like to have a form, where somebody fills in the details, and that detail its going to go to our companys odoo crm and lets say to that for i have one of my sales collegue added and that needs to trigger one TASK. lets' say:
hey, you have a new lead, who just filled the form, please get in touch!
How can i do this?
many thanks in advance.
Hello Zsolt,
There are two main ways I know of doing this, external API (preferable) or email forwarded.
Depending on what server/framework your website is running on you can use the external API (https://www.odoo.com/documentation/14.0/webservices/odoo.html) to send requests to your Odoo instance to create the Lead/Contact etc.
Or send an email to the email alias set up on the team's pipeline. This doesn't always come through nicely so you may need to reformat once within Odoo.
Thanks,