Many businesses use external systems like Typeform, Gravity Forms, Facebook lead forms etc… to collect lead information. However, manually transferring this data into Odoo can be time-consuming.
With Zapier, you can easily integrate these lead sources with Odoo CRM and automate the creation of leads without writing any code. This integration saves time, reduces errors, and ensures that your leads are immediately captured in your CRM.
In this forum post, we’ll walk you through how to specifically connect Typeform with Odoo CRM using Zapier. Nonetheless integrating any other app should be as easy.
Here's what you'll need:
- An active Typeform account with a form already created
- An active Odoo CRM database
- A Zapier account
Once you have these ready, you can start automating your lead generation and syncing data between Typeform and Odoo CRM seamlessly.
1. Log in to Zapier
Start by logging into your Zapier account. Once logged in, click on the + Create button to begin creating a new Zap.
2. Set Up the Trigger
When you create a Zap, you’ll be prompted to set up a Trigger and an Action.
- Click on the Trigger area. This is where you’ll define the event that will start the workflow.
In the Trigger setup section on the right, select Typeform as your app and choose the New Entry trigger event.
- Connect your Typeform account. Click on the Account button and authorize Zapier to access your Typeform account. Once validated, your Typeform user will appear in the field.
- Choose the specific form from Typeform that you want to use to create leads in Odoo CRM.
Once your Typeform account is connected and configured, click Continue to move to the next step.
3. Set Up the Action
Now, it’s time to define the Action that will happen after the trigger is fired
- Click on the Action area. Select Odoo CRM as your app.
- In the setup section on the right, click Account and enter your Odoo database details (including the web address, username, and admin password).
- For the Action Event, select Create Lead. This will allow Zapier to create a new lead in Odoo CRM every time a new Typeform entry is submitted.
4. Map Form Fields to Odoo CRM
In the configuration section, you will need to map the responses from your Typeform to the corresponding fields in Odoo CRM. This step ensures that the data from Typeform gets transferred into the correct fields in Odoo.
5. Test the Connection
After configuring the mapping, you can test your connection. When you test the Zap, data from the Typeform entry will be used to create a new opportunity in Odoo CRM.
6. Finalize and Create the Contact
Once the lead is created in Odoo CRM, you’ll need to create a contact for the lead, if necessary. Once the contact is added, your lead will be fully set up in Odoo CRM and ready to be managed
Additionally:
If you would like to see all the information recorded in the form in Odoo you can create a text (char) field with studio under the extra information section.
When mapping the fields select the created field and add Form responses
• Go to the configuration where fields are mapped
• Select the newly created field
• Map it to Form Responses. All submitted form data is captured and displayed in this field.
Considerations:
- Tested in Odoo 18 Saas
- Each app can have an individual cost
