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Odoo CRM + Getform Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Getform

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Getform

Getform is a form backend management tool that lets you handle your web forms & submissions easily

Getform Integrations

Best ways to Integrate Odoo CRM + Getform

  • Odoo CRM Odoo CRM

    Getform + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Odoo CRM Odoo CRM

    Getform + Odoo CRM

    Create Customer to Odoo CRM from New Submission in Getform Read More...
    Close
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Odoo CRM Create Customer
  • Odoo CRM Odoo CRM

    Getform + Odoo CRM

    Update Customer in Odoo CRM when New Submission is created in Getform Read More...
    Close
    When this happens...
    Odoo CRM New Submission
     
    Then do this...
    Odoo CRM Update Customer
  • Odoo CRM Gmail

    Odoo CRM + Gmail

    Create Draft to Gmail from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Gmail Create Draft
  • Odoo CRM Gmail

    Odoo CRM + Gmail

    Send Email in Gmail when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Gmail Send Email
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Odoo CRM + Getform in easier way

It's easy to connect Odoo CRM + Getform without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Getform Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Getform as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to Getform.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Getform

Getform is an online form building app which allows users to build forms with no coding experiences required. It is suitable for individuals, businesses and teams. It was launched in 2015 by the Getform Company which was founded by four engineers from Australia and Germany.

Odoo CRM is a cloud-based customer relationship software with a focus on small business. Odoo CRM was built based on the Odoo Enterprise platform. It was released on December 10, 2016 by Inception Labs.

Getform was integrated with Odoo CRM back in June 2017. With the integration of the two softwares, customers can now access Odoo CRM data directly through Getform. Getform users can create forms which are linked to the Odoo CRM database and the data will be pulled automatically from Odoo CRM into the form. The integration is available at Getform’s online community.

The integration of Odoo CRM and Getform allows users to create forms which are more relevant to their organization as they are able to pull in data from Odoo CRM. For example, if a user wants to create a form for an inventory stocktake, the integration allows them to pull in data from the “Inventory” module in Odoo CRM. This makes it easier for users who want to create forms for different modules in Odoo CRM because they don’t need to manually input data from all the different modules into the form.

Integration of Odoo CRM and Getform allows users to build forms faster as they do not have to spend time coding their forms as Getform does that for them. Users of Getform can therefore save time which they previously spent coding their forms manually. Integration of Odoo CRM and Getform also makes it easier for Getform users to use different features provided in Odoo CRM such as workflows, reports and dashboards because users can link their forms directly to these features in Odoo CRM.

Overall, integration of Odoo CRM and Getform has improved the efficiency of forms created by Getform users as users spend less time on creating forms manually and more time on analysing data from their forms. However, this integration also has some limitations such as the fact that you cannot add custom fields or customize the basic details of your forms such as field names and labels in Odoo CRM.

The process to integrate Odoo CRM and Getform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.