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How Zapier works

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Select a trigger from Odoo CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo CRM, a trigger could be "New Lead."
A trigger is the event that kicks off your automated workflow.

Setup an action from Typeform

An action is what takes place after the automation is triggered. For example, with Typeform, the action could be "Create an Empty Form."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo CRM to Typeform

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Odoo CRM to Typeform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

Connect Odoo CRM and Typeform to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • title of your form
      Required
    • Choose Workspace To Create This Form In, leave it blank for default workspace
    Action
    Write
    • Forms
      Required
    • Please provide list of choices
    Action
    Write
    • Forms
      Required
    • 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)
    Action
    Search

Learn how to automate Odoo CRM on the Zapier blog

Learn how to automate Typeform on the Zapier blog

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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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    About Typeform
    Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
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