Integrate Jotform with Odoo CRM to automate your work

Integrating Jotform with Odoo CRM can be done by using our platform to automate the workflow between the two applications. Set up triggers when a new form is submitted in Jotform, and corresponding actions like creating a lead in Odoo CRM will automatically follow. We provide detailed guides on configuring these triggers and actions to suit your needs.

Yes, you can update existing contacts in Odoo CRM using data from Jotform submissions. When setting up the integration, choose a trigger such as 'New Submission' from Jotform and select an action like 'Update Contact' in Odoo CRM. Ensure that the identifier used, such as an email address or unique ID, matches between both platforms for a seamless update.

Absolutely, it's possible to send attachments from form submissions in Jotform to records in Odoo CRM. During integration setup, use triggers when a form with attachments is filled out in Jotform and select actions that add those files into corresponding fields or modules within Odoo CRM.

You can transfer various types of data including contact details, custom fields, product requests, service inquiries, and more. During integration configuration, define which specific fields and data types should be sent from your forms in Jotform to records or modules you choose within Odoo CRM.

Yes, automating task creation based on form submissions is straightforward. Set up a trigger for when a form is submitted via Jotform and select an action for 'Create Task' within your project management or sales modules of Odoo CRM. This ensures tasks are created automatically without manual entry.

Synchronization between Jotform and Odoo CRM can be set up according to your requirements—either instantly as the forms are submitted or at scheduled intervals. Our system handles it smoothly once you've configured your desired frequency during the integration setup process.

In case of an error during data transfer between these platforms, our system logs detailed information about the failed transactions. You can review these logs through our dashboard where guidance on troubleshooting common issues is available. Additionally, you may set up notifications for any failed transfers if immediate review is needed.