Create Odoo Leads from Form Submissions Automatically

Learn how to create Odoo leads from form submissions automatically using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Automating Odoo Leads

Pabbly Connect is the ultimate automation platform that allows you to create Odoo leads from form submissions automatically. This tutorial will guide you through the steps to set up this integration seamlessly. By using Pabbly Connect, you can ensure that every form submission is converted into a lead in Odoo without manual intervention.

To get started, visit Pabbly Connect and sign up for a free trial. This trial offers 100 tasks free every month, enabling you to explore the powerful features of Pabbly Connect. Once you are signed up, you can create workflows that link your form submissions directly to Odoo.

2. Setting Up the Workflow in Pabbly Connect

To create your automation, log into your Pabbly Connect account and navigate to the workflow builder. Here, you will set up triggers and actions that dictate how your automation runs. The first step is to click on the ‘Add Trigger’ button.

• Search for the application ‘Typeform’ as your trigger application.
• Select the event as ‘New Entry’.
• Click on ‘Connect’ to establish a connection.

Make sure your Typeform account is logged in to allow Pabbly Connect to access your form data. After connecting, select the specific form you want to use for this automation and ensure the response format is set to ‘Advanced’ before saving.

3. Capturing Form Submissions with Pabbly Connect

Once your trigger is set up, it’s time to capture form submissions. After saving your trigger settings, Pabbly Connect will prompt you to perform a test submission. Open your Typeform and fill in the required details such as name, email, and phone number.

• Enter your first name and last name.
• Provide a valid email address and phone number.
• Specify your city before submitting the form.

Once submitted, return to Pabbly Connect, and you will see the captured response. This data will be used to create a lead in Odoo automatically. Ensure you have all the necessary details captured for the next steps.

4. Connecting Odoo to Pabbly Connect

The next step is to connect Odoo to your Pabbly Connect workflow. Click on ‘Add New Action Step’ and search for Odoo. Select the action event as ‘Create Lead’ and click on ‘Connect’.

Enter your Odoo domain (only the part before .com). Provide your database name and the email address associated with your Odoo account. Generate and enter your API key from Odoo.

This connection will allow Pabbly Connect to push the captured leads directly into Odoo, automating your workflow effectively. After entering the required information, click on ‘Save’ to finalize the connection.

5. Mapping Data to Create Leads in Odoo

With Odoo connected, it’s time to map the data from your form submissions to create leads. In this step, you will map the fields from the Typeform submission to the corresponding fields in Odoo. using Pabbly Connect

Map the name, email, and phone number fields from Typeform. Set the lead type and priority as required. Click on ‘Save and Send Test Request’ to create a lead.

After successfully mapping the data, check your Odoo database to ensure that the lead has been created with the submitted details. This is the final step to verify that your automation is working as intended.

Conclusion

In this tutorial, we explored how to automate the creation of Odoo leads from form submissions using Pabbly Connect. By following these steps, you can streamline your lead generation process and save time on manual data entry. Start your free trial of Pabbly Connect today and experience the power of automation for your business!