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Set up your first integration
Quickly connect Odoo CRM to Typeform with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Typeform - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create an Empty Form" in Typeform.
You’re connected!
Zapier seamlessly connects Odoo CRM and Typeform, automating your workflow.
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Frequently Asked Questions about Odoo CRM + Typeform integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Typeform
How can I set up a Typeform survey to create a new lead in Odoo CRM?
To have responses from Typeform surveys automatically create new leads in Odoo CRM, you need to connect both applications through our platform using the 'New Entry' trigger in Typeform and the 'Create Lead' action in Odoo CRM.
What do I need before integrating Odoo CRM with Typeform?
Before setting up the integration, you'll need active accounts on both Odoo CRM and Typeform. Ensure that you have administrative access to both platforms. It's also essential to identify the fields you want to map from your Typeform survey responses to your Odoo CRM records.
Can I update existing records in Odoo CRM with new information collected from Typeform?
Yes, by setting up the 'New Entry' trigger on Typeform, you can configure an action to update existing records in Odoo CRM based on unique identifiers like email or ID numbers.
Is it possible to send follow-up emails through Odoo CRM based on Typeform responses?
Absolutely. After a user submits a response via Typeform, use our platform to trigger an email campaign or send individual follow-up emails through the 'Send Email' action in Odoo CRM.
How do I handle form submissions that fail during transfer between Typeform and Odoo CRM?
We provide detailed logs for every integration task that is executed. If a task fails when transferring data from Typeform to Odoo CRM, you'll be able to review the error message and retry processing or make necessary adjustments.
Can I use conditional logic with my integrations between Typeform and Odoo CRM?
Yes, you can set conditions within our platform so that certain actions are triggered only when specific criteria are met in your Typeform responses before sending them over to Odoo CRM.
What types of data fields can be mapped between Typeform and Odoo CRM?
Fields such as text entries, numbers, dates, email addresses, phone numbers, and selection options entered into your Typeform survey can be mapped directly onto corresponding fields within your Odoo CRM environment.
Practical ways you can use Odoo CRM and Typeform
Sync Typeform entries as new leads in Odoo CRM
When a new entry is submitted via Typeform, Zapier creates a corresponding lead in Odoo CRM automatically. Business owners can avoid manually transferring survey or inquiry data, ensuring that potential customers are followed up on quickly and consistently.
Business Owner
Log user feedback into Odoo CRM via Typeform
When users submit technical feedback using a Typeform form, Zapier creates a lead in Odoo CRM. This ensures engineers can appropriately classify, prioritize, and resolve technical issues or feature requests, avoiding unnecessary back-and-forth.
EngineeringCapture client feedback from Typeform into Odoo CRM
When clients submit feedback via a Typeform survey, Zapier transfers the submission data into Odoo CRM by creating a new lead. This workflow ensures that action items can be tracked, categorized, and addressed efficiently within the CRM, improving project execution timelines.
Project ManagementSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - FormsRequired
Try ItTriggerInstant- FormsRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
- title of your formRequired
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
ActionWrite- FormsRequired
- Please provide list of choices
ActionWrite- FormsRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
ActionSearch
