Jotform + Odoo CRM

Assign new leads in Odoo CRM to forms in Jotform instantly

Make your lead management efficient by linking your Odoo CRM and Jotform. This workflow activates when a new lead pops up in your Odoo CRM and swiftly assigns a form in your Jotform. It simplifies the process, saving you valuable time and enabling you to respond to new leads swiftly. Benefit by enjoying streamlined lead management and enhanced productivity.

When this happens...
New Lead
Triggers on a new lead.
TriggerScheduled
automatically do this!
Assign Form
Invite assignees to complete your form
ActionWrite

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Supported triggers and actions

What does this mean?

New Lead
Triggers on a new lead.
Trigger
Scheduled
Try It
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
Action
Write

Create Lead
Creates a lead.
Action
Write
- DocumentRequired
Trigger
Scheduled
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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Related categories

Forms & Surveys

Similar apps

About Odoo CRM

Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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