Connect Odoo CRM and WPForms to unlock the power of automation
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Set up your first integration
Quickly connect Odoo CRM to WPForms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with WPForms - 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 "API Request (Beta)" in WPForms.
You’re connected!
Zapier seamlessly connects Odoo CRM and WPForms, 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 - FormRequired
Try ItTriggerInstant
- Create Lead
Creates a lead.
ActionWrite - Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
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Practical ways you can use Odoo CRM and WPForms
Turn form submissions into CRM leads
When a new form is submitted via WPForms, Zapier captures the data and automatically creates a corresponding lead in Odoo CRM. This automation minimizes manual data entry and ensures all potential leads are immediately added to the CRM, helping business owners stay on top of new opportunities and manage them effectively.
Business Owner
Sync new CRM leads to form data
When a new lead is created in Odoo CRM, Zapier automatically sends this data to WPForms. This ensures that lead information can be mirrored in associated forms or systems, enabling IT teams to maintain consistency across platforms and optimize the data workflow.
ITGenerate CRM leads from form entries
When a new form entry is submitted in WPForms, Zapier instantly creates a new lead in Odoo CRM. This allows marketing teams to quickly follow up on potential prospects, reduce delays in lead management, and improve campaign ROI by ensuring no opportunity is lost.
Marketing & Marketing OpsLearn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Odoo CRM + WPForms 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 WPForms
What is required to integrate Odoo CRM with WPForms?
To integrate Odoo CRM with WPForms, you need access to both platforms along with a connectivity service like Zapier. We will utilize triggers such as 'New Form Entry' in WPForms and actions like 'Create Lead' in Odoo CRM.
How can I automate lead creation in Odoo CRM using entries from WPForms?
You can automate lead creation by setting up a trigger-action workflow where the trigger is 'New Form Entry' from WPForms. Once this trigger is activated, the action 'Create Lead' in Odoo CRM will automatically generate a new lead based on the form entry data.
Are there any specific fields that need to be mapped between WPForms and Odoo CRM for the integration?
Yes, when setting up the integration, you should map fields from WPForms such as name, email address, and contact number to corresponding fields in Odoo CRM. This ensures that all necessary information is transferred correctly when the integration is triggered.
Can I update existing records in Odoo CRM using data from WPForms entries?
Yes, our system allows for updating existing records. By configuring the appropriate actions, like 'Update Record' in Odoo CRM, you can automatically update an existing lead or contact's information whenever there’s a new or modified entry in WPForms.
What happens if there's an error during the integration process between WPForms and Odoo CRM?
If an error occurs during integration, our platform will notify you of any issues encountered during the data transfer process. This includes details on what went wrong so you can troubleshoot accordingly. You may also set up alerts to inform your team about any errors immediately.
How often does data sync between WPForms and Odoo CRM when using your service?
Data synchronization usually occurs instantly or within a few minutes of a new form entry in WPForms if it triggers an action set up for Odoo CRM. The exact timing may depend on your plan's specifics and server load.
Is it possible to customize which fields trigger actions within my workflows?
Yes, we provide customization options that let you specify which particular fields in a form entry should initiate certain actions within your workflows. This ensures flexibility according to your business needs and minimizes unnecessary data processing.
