Odoo ERP Self Hosted + Qualtrics

Odoo ERP Self Hosted + Qualtrics integrations

Create leads/opportunities in Odoo ERP Self Hosted from new survey responses in Qualtrics

Simplify your sales process by connecting Qualtrics and Odoo ERP Self Hosted with this intuitive workflow. Whenever a new survey response is received in Qualtrics, a lead or opportunity will be created in your Odoo ERP Self Hosted system. This automation helps you save time and ensure no potential client slips through the cracks, allowing your team to focus on closing deals.

When this happens...
New Survey ResponseTriggers when a new response for a survey is received.
TriggerPolling
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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More things you can do with Qualtrics and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Qualtrics and Odoo ERP Self Hosted

- Survey
  Required
Trigger
Polling
Try It
- Mailing List
  Required
- RecipientFirstName
- RecipientLastName
- RecipientEmailAddress
  Required
- PhoneNumber
- EmbeddedData
- External Reference
- Survey
  Required
- EmailFromName
  Required
- ReplyToEmail
- MessageSubject
  Required
- Message
  Required
- SendingDelay
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

- Mailing List
  Required
- ContactFirstName
- ContactLastName
- ContactEmailAddress
- PhoneNumber
- EmbeddedData
- External Reference
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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Related categories

CRM (Customer Relationship Management)

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About Qualtrics

Qualtrics is a research and experience platform making sophisticated research simple and empowering users to capture customer, product, brand & employee experience insights in one place.

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