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Hello,

I am trying to find a way of automatically creating a CRM lead from a facebook form. Considering social marketing connection is set up, I would expect to be able to have a crm lead automatically created. Does anyone know of a way to do this??


Many thanks,

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Abbandona
Risposta migliore

Have you found a solution for this? 
I'm suprised facebook and instagramm direct messages are not integrated into standard Odoo!

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Abbandona
Autore

Hi, No, not without going to a third party app. Baffelling right! Such a common requirement and yet not built in!

Risposta migliore

If you are able to email the form to an alias, a lead can be automatically created

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Abbandona
Risposta migliore

Hi,
Odoo did not have a built-in feature to automatically create CRM leads from Facebook forms. However, you can achieve this integration with the help of third-party tools and services. Here's a high-level overview of how you might set up automatic lead creation from Facebook forms in Odoo:

  1. Create a Facebook Lead Form:
    • Set up a lead generation form on Facebook. This form will capture user data when someone interacts with your ad.
  2. Connect Facebook Leads to a Third-Party Service:
    • Use a third-party service like Zapier or Integromat to connect Facebook Lead Ads to Odoo. These services can act as intermediaries, capturing data from Facebook leads and sending it to Odoo.
  3. Set Up the Integration:
    • In your chosen integration platform (e.g., Zapier or Integromat), create a workflow that triggers when a new lead is captured through your Facebook Lead Form.
  4. Map Fields:
    • Define how the data from the Facebook form should be mapped to Odoo's CRM lead fields. For example, map the Facebook form's name field to Odoo's name field, email field to email field, and so on.
  5. Test and Activate the Workflow:
    • Test the integration to ensure data flows correctly from Facebook to Odoo. Once you're satisfied, activate the workflow.
  6. Automatic CRM Lead Creation:
    • From this point forward, when someone submits a form on Facebook, a CRM lead will be automatically created in Odoo.

It's essential to keep in mind that integrations may change over time, and Odoo may have added new features or integrations after my last update in September 2021. Therefore, I recommend checking the latest Odoo documentation, the Odoo app store, or seeking assistance from Odoo experts to see if there have been any developments regarding native Facebook Lead Form integration or if there are specific Odoo modules or apps that cater to this need.

Remember to comply with data privacy regulations and Facebook's terms of service when collecting and using customer data obtained through Facebook Lead Forms.

Hope it helps

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Abbandona
Autore

Thank you. Is that response from ChatGPT?
I really would like to keep away from Zapier or another subscription 3rd party software if I can. does anyone know if there are any odoo apps which can achieve the results I am looking for?

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