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Quickly connect Odoo CRM to Typeform with a Zapier template.
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Frequently Asked Questions about Odoo CRM + Typeform 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 Typeform
How can I set up a Typeform survey to create a new lead in Odoo CRM?
To have responses from Typeform surveys automatically create new leads in Odoo CRM, you need to connect both applications through our platform using the 'New Entry' trigger in Typeform and the 'Create Lead' action in Odoo CRM.
What do I need before integrating Odoo CRM with Typeform?
Before setting up the integration, you'll need active accounts on both Odoo CRM and Typeform. Ensure that you have administrative access to both platforms. It's also essential to identify the fields you want to map from your Typeform survey responses to your Odoo CRM records.
Can I update existing records in Odoo CRM with new information collected from Typeform?
Yes, by setting up the 'New Entry' trigger on Typeform, you can configure an action to update existing records in Odoo CRM based on unique identifiers like email or ID numbers.
Is it possible to send follow-up emails through Odoo CRM based on Typeform responses?
Absolutely. After a user submits a response via Typeform, use our platform to trigger an email campaign or send individual follow-up emails through the 'Send Email' action in Odoo CRM.
How do I handle form submissions that fail during transfer between Typeform and Odoo CRM?
We provide detailed logs for every integration task that is executed. If a task fails when transferring data from Typeform to Odoo CRM, you'll be able to review the error message and retry processing or make necessary adjustments.
Can I use conditional logic with my integrations between Typeform and Odoo CRM?
Yes, you can set conditions within our platform so that certain actions are triggered only when specific criteria are met in your Typeform responses before sending them over to Odoo CRM.
What types of data fields can be mapped between Typeform and Odoo CRM?
Fields such as text entries, numbers, dates, email addresses, phone numbers, and selection options entered into your Typeform survey can be mapped directly onto corresponding fields within your Odoo CRM environment.
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 It - FormsRequired
Try It- FormsRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
- title of your formRequired
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- Create Lead
Creates a lead.
- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
- FormsRequired
- Please provide list of choices
- FormsRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)