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Set up your first integration
Quickly connect Formidable Forms to Odoo CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Formidable Forms with Odoo CRM - 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 "Delete Entry" from Formidable Forms.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Formidable Forms and Odoo CRM, 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.
- FormRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Create Lead
Creates a lead.
ActionWrite
- FormRequired
Try ItTriggerInstant- New Lead
Triggers on a new lead.
Try ItTriggerPolling
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Frequently Asked Questions about Formidable 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 Formidable Forms and Odoo CRM
How do I trigger an action in Odoo CRM from Formidable Forms?
To trigger an action in Odoo CRM using Formidable Forms, you need to set up a specific event in Formidable Forms, such as form submission. Once the form is submitted, it will initiate a predefined workflow or lead creation in Odoo CRM through our integration.
What types of actions can be performed in Odoo CRM with data from Formidable Forms?
Using our integration, you can perform actions like creating leads, updating existing records, and assigning tasks in Odoo CRM based on the data submitted through Formidable Forms.
Can I update existing records in Odoo CRM from a submission made in Formidable Forms?
Yes, our integration allows you to update existing records in Odoo CRM. You can map fields from your Formidable Forms submissions to specific fields within your Odoo CRM records to ensure the right data gets updated.
How do we ensure data mapping accuracy between Formidable Forms and Odoo CRM?
We emphasize meticulous mapping attention by allowing you to define field mappings explicitly within the integration settings. This ensures that each piece of data from your form aligns accurately with specific fields in Odoo CRM.
Are there any limitations on the amount of data that can be transferred from Formidable Forms to Odoo CRM?
While syncing between Formidable Forms and Odoo CRM generally handles large volumes well, there may be some performance considerations or limits based on plan subscriptions. We recommend checking both systems' documentation for specifics.
Is it possible to automate follow-up tasks in Odoo CRM based on form responses?
Yes, after integrating with Formidable Forms, you can create automated workflows that generate follow-up tasks within Odoo CRM triggered by specific responses or conditions met within the form submissions.
What should I do if my action triggers aren’t working correctly between Formidable Forms and Odoo CRM?
If your triggers aren't functioning as expected, double-check your trigger configurations to ensure they are correctly set up. Also verify that both systems have proper permissions and API access enabled for smooth operation.