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odoo accounting v14 pos v15
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Yardım

Facebook forms create leads

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crmfacebookLeads
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Wombat

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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Nabil El Alaoui Sossey
En İyi Yanıt

I absolutely understand your desire to avoid another third-party subscription service like Zapier, especially when the need for automatic lead creation from Facebook forms in Odoo seems like such a fundamental requirement.


While there are Odoo apps available on the Odoo App Store that promise this integration, often for a one-time purchase, you asked about a non-subscription, best practice solution that offers high reliability, and that's where the combination of Odoo's native capabilities and Facebook's robust tracking tools comes in, even though it requires a bit more technical setup initially.


The most robust, long-term solution that bypasses subscription-based automation platforms like Zapier is an architecture leveraging the Odoo API, the Facebook Conversions API, Google Tag Manager (GTM) for server-side tagging, and a GTM server hosting solution like Stape or your own Google Cloud Platform (GCP) instance.


This setup is superior because it uses your Odoo system's API as the secure, direct entry point for data, ensuring data quality and bypassing manual imports.


Instead of waiting for a third-party app to poll Facebook for new leads, you're building a real-time, server-side data pipeline.


Here is how the components work together: the Facebook lead form data is typically sent to a webhook endpoint.


You would configure this webhook to send the form data to your server-side GTM container, which is hosted by a service like Stape or on your own GCP.


GTM's server-side container acts as a powerful, flexible intermediary.


It receives the raw form data and can then process, clean, and enrich it before sending it on its way.


Crucially, you would configure GTM to perform an action using a custom HTTP Request tag or a dedicated API tag.


This tag takes the processed lead data and uses your Odoo API credentials to directly create a new lead record in your Odoo CRM.


This direct communication, or server-to-server integration, eliminates the need for a separate polling service or a constant synchronization app.


As a secondary, highly beneficial function, this same server-side GTM setup can use the Facebook Conversions API to send back a server-side event, specifically a `Lead` Standard Event, directly to Facebook.


This is excellent for ad campaign optimization because it confirms the conversion event from a more reliable server source, improving data matching and ad targeting precision, which is becoming increasingly vital due to browser privacy restrictions like ITP and the deprecation of third-party cookies.


The `Lead` Standard Event sent via the Conversions API often includes unique event IDs to deduplicate events from the browser-side Facebook Pixel, providing the most accurate possible attribution and ad performance data.


In short, while it's not a single Odoo module download, a custom implementation using the Odoo API and the Facebook Conversions API through a server-side GTM setup provides the most control, highest data accuracy, and, most importantly for you, avoids ongoing *software* subscription fees, leaving you only with the minimal hosting costs for the server-side GTM container.

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Adrian Mock
En İyi Yanıt

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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Wombat
Üretici

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

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Jaideep
En İyi Yanıt

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

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Cybrosys Techno Solutions Pvt.Ltd
En İyi Yanıt

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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Wombat
Üretici

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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