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Start with a template that brings Odoo CRM and SurveyMonkey together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with SurveyMonkey - 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 Contact" in SurveyMonkey.
You’re connected!
Zapier seamlessly connects Odoo CRM and SurveyMonkey, automating your workflow.
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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - SurveyRequired
- Collector
Try ItTriggerInstant- First NameRequired
- Last NameRequired
- EmailRequired
- Contact List
ActionWrite- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - SurveyRequired
- Collector
Try ItTriggerInstant- SurveyRequired
- Email CollectorRequired
- Contact Email(s)Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
ActionWrite- SurveyRequired
- CollectorRequired
ActionSearch
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Connect Odoo CRM and SurveyMonkey to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Learn how to automate SurveyMonkey on the Zapier blog
Frequently Asked Questions about Odoo CRM + SurveyMonkey 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 SurveyMonkey
What triggers can be set in SurveyMonkey to integrate with Odoo CRM?
In our integration setup, you can use triggers such as a new survey response or a completed survey in SurveyMonkey. These triggers can automatically create or update contacts in Odoo CRM.
How can I use SurveyMonkey responses to create leads in Odoo CRM?
When a survey is completed in SurveyMonkey, you can set up an action to create a new lead in Odoo CRM. The integration allows you to map survey fields directly to lead fields in Odoo, ensuring seamless data transfer.
Is it possible to update existing contacts in Odoo CRM with survey data from SurveyMonkey?
Yes, our integration supports updating existing contacts. By configuring an action when a new response is received in SurveyMonkey, you can automatically update corresponding contact fields within Odoo CRM.
Can I tag leads in Odoo CRM based on responses from SurveyMonkey surveys?
Absolutely! You can set specific conditions based on survey responses that trigger actions like tagging leads within Odoo CRM. This helps categorize and manage your leads more effectively based on their feedback.
Are there any limitations when mapping fields between SurveyMonkey and Odoo CRM?
While most standard fields are compatible, certain custom field types may require additional configuration. Ensure that the field types match between both platforms for the integration to work smoothly.
What happens if there are duplicate entries when integrating SurveyMonkey with Odoo CRM?
Our integration provides options to handle duplicates—either by overwriting the existing data or by skipping the entry entirely. This ensures that your database remains clean and organized according to your preferences.
How often does the synchronization happen between SurveyMonkey and Odoo CRM?
The synchronization typically occurs instantly as soon as a trigger event happens, such as receiving a new response in SurveyMonkey. However, depending on specific configurations and network conditions, there might be slight delays.
