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Zapier makes it easy to integrate Gravity Forms with Odoo CRM - no code necessary. See how you can get setup in minutes.

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Gravity Forms
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Gravity Forms
1. Choose trigger event
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Odoo CRM
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Odoo CRM
2. Choose action
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1. Select the event
Setup
Test
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Gravity Forms
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects Gravity Forms and Odoo CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Gravity Forms + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and Odoo CRM

How do I initiate the integration between Gravity Forms and Odoo CRM?

You can start the integration by using our platform to connect Gravity Forms with Odoo CRM. Simply choose a trigger event from Gravity Forms, such as 'New Form Submission,' and select an action in Odoo CRM, like 'Create Lead.' This setup allows data from submitted forms to flow directly into your CRM.

Which trigger events are supported for Gravity Forms in this integration?

We support various trigger events for Gravity Forms, including 'New Form Submission,' which captures every new form entry. This means whenever someone fills out and submits a form on your site, the integration is triggered.

Can I update existing leads in Odoo CRM when someone submits a new form?

Yes, within our integration settings, you can set up actions that allow you to update existing records. By using a 'Find Lead' action paired with an update option in Odoo CRM, any submitted form data can modify existing lead details seamlessly.

What types of actions can be triggered in Odoo CRM from Gravity Forms submissions?

In our integration setup, you can choose various actions like ‘Create Lead,’ ‘Update Opportunity,’ and ‘Add Note’ in Odoo CRM. These actions enable you to automatically handle information based on the data received from form submissions.

Is it possible to filter which form submissions are sent to Odoo CRM?

Absolutely! Our platform allows you to apply filters based on the form submissions. For example, you can set criteria so that only forms with specified fields completed or matching specific criteria trigger actions in Odoo CRM.

Will I need any coding skills to set up the integration between Gravity Forms and Odoo CRM?

No coding skills are required. Our intuitive interface guides you through each step of the process, allowing even those without technical expertise to establish powerful integrations effortlessly.

How often is data synced between Gravity Forms and Odoo CRM?

Data sync happens instantaneously with each trigger event. Once a form is submitted on your website using Gravity Forms and matches your defined rules, it immediately causes actions within your connected Odoo CRM account.

Practical ways you can use Gravity Forms and Odoo CRM

Expense approval process

Automating the approval workflow for business expenses submitted by employees, ensuring quicker and more efficient processing.

Business Owner
Lead nurturing workflows

Building automated email sequences to move marketing-qualified leads further down the sales funnel with tailored content.

Marketing & Marketing Ops
Task assignment automation

Streamlining the allocation of tasks based on team member skills and availability, improving project efficiency and delivery timelines.

Project Management

Supported 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.

triggers, actions, or triggers and actions
    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write

Learn how to automate Gravity Forms on the Zapier blog

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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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About Odoo CRM
Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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