How to Automatically Add Website Leads to Odoo CRM Using Pabbly Connect

Learn how to seamlessly integrate website leads into Odoo CRM automatically using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

Pabbly Connect is the essential tool for automating the process of adding website leads to Odoo CRM. To start, visit the Pabbly website and sign in to your account. If you are a new user, you can sign up for free and get access to 100 tasks monthly. using Pabbly Connect

Once logged in, navigate to the Pabbly Connect dashboard where you can create new workflows. Click on the ‘Create Workflow’ button to begin setting up the integration between your website lead collection tool and Odoo CRM.

2. Create a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, select the ‘New Beta’ workflow builder for a modern experience. Name your workflow something like ‘Add Website Leads to Odoo CRM Automatically’ and choose a relevant folder for organization. using Pabbly Connect

After creating the workflow, you will need to set up a trigger application. In this case, select Typeform as the trigger application, since you will be capturing leads from a Typeform submission. Choose ‘New Entry’ as the trigger event and click on connect.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, you will be prompted to select the specific Typeform that captures your leads. Choose the form you want to use and proceed to save and send a test request to ensure the connection is successful.

3. Submit a Lead through Typeform

Now that your Pabbly Connect workflow is set up with Typeform, it’s time to test it by submitting a lead. Open your Typeform link in a new tab and fill in the required fields with dummy data, such as your name, phone number, and email address. using Pabbly Connect

Submit the form and return to Pabbly Connect to check if the lead details are captured successfully. You should see the response from Typeform reflecting in your Pabbly Connect workflow, confirming that the trigger is working correctly.

• Enter dummy details in the Typeform fields.
• Click on the submit button to send the data.
• Verify that the lead appears in your Pabbly Connect workflow.

This step is crucial as it ensures that the integration is functioning as expected before moving on to the next stage of adding leads to Odoo CRM.

4. Connect Odoo CRM to Pabbly Connect

With your Typeform setup complete, the next step is to connect Odoo CRM to Pabbly Connect. Add a new action step and select Odoo as the action application. Choose ‘Create Lead’ as the action event, then click connect. using Pabbly Connect

To establish this connection, enter your Odoo domain, database name, email address, and API key. You can find your API key in your Odoo account under Preferences and then Account Security. Generate a new API key if needed, and ensure to save the connection.

Input your Odoo domain and database name. Provide your Odoo account email and API key. Save the connection to continue.

After successfully connecting Odoo CRM, you will need to map the fields from the Typeform response to the corresponding fields in Odoo. This ensures that every new lead submitted through Typeform is accurately recorded in your Odoo CRM.

5. Map Fields and Complete the Workflow

In this final step, you will map the fields from the Typeform submission to the Odoo CRM lead fields. This includes entering the first name, last name, phone number, and email address. Utilize the mapping feature to dynamically pull data from the Typeform response. using Pabbly Connect

Once all required fields are mapped, click on ‘Save and Send Test Request’ to finalize the integration. If everything is set up correctly, you should see the new lead appear in your Odoo CRM account, confirming that the automation is complete.

This automation will now run seamlessly, adding every new lead from Typeform directly into your Odoo CRM without any manual effort.

Conclusion

By using Pabbly Connect, you can easily automate the process of adding website leads to Odoo CRM. This tutorial provided a step-by-step guide on how to set up the integration with Typeform, ensuring that every lead is captured efficiently. Enjoy the benefits of automation and streamline your lead management process!