Convert form responses into CRM contacts

When a prospect submits a new form response in Form-Data, automatically create or update their contact profile in Odoo ERP Self Hosted.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers

New lead created

Fires when a new lead or contact is created in Odoo ERP Self Hosted.

Deal stage changed

Fires when a deal moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won in Odoo ERP Self Hosted.

Contact updated

Fires when a field on a contact changes in Odoo ERP Self Hosted.

Actions

Create or update contact

Creates or updates a contact in Odoo ERP Self Hosted.

Create deal

Creates a new deal in Odoo ERP Self Hosted.

Update deal stage

Moves a deal to a new stage in Odoo ERP Self Hosted.

Log activity

Logs a call, email, or note against a record in Odoo ERP Self Hosted.

Form-Data Explore Form-Data →

Triggers

New form response

Fires when a form is submitted in Form-Data.

Survey completed

Fires when a respondent finishes a survey in Form-Data.

Response updated

Fires when an existing response is edited in Form-Data.

Actions

Create or update form

Creates or updates a form or survey in Form-Data.

Retrieve a response

Looks up a specific form response in Form-Data.

Add a respondent

Adds a respondent or contact to a form in Form-Data.

Send customer feedback surveys on closed deals When a deal is marked won in Odoo ERP Self Hosted, automatically add the customer as a respondent in Form-Data to gather post-sale feedback. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in Form-Data, automatically log the activity under their profile in Odoo ERP Self Hosted so reps see customer sentiment. See details

See all Odoo ERP Self Hosted + Form-Data integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between Odoo ERP Self Hosted and Form-Data?

Yes — describe it in the box above and Knit's Integrations Agent researches Odoo ERP Self Hosted and Form-Data's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Odoo ERP Self Hosted?

Yes, inbound responses from Form-Data can instantly generate new lead records or deals in Odoo ERP Self Hosted without manual data entry.

Can I send survey invitations based on deal updates in Odoo ERP Self Hosted?

Yes, when a deal is won or updated in Odoo ERP Self Hosted, you can automatically add the contact as a respondent in Form-Data to collect feedback.