Convert form responses into CRM contacts

When a prospect submits a new form response in PlanSo Forms for WordPress, automatically create or update their contact profile in Odoo.

Try:

See all PlanSo Forms for WordPress + Odoo integrations or talk to a human

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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.

PlanSo Forms for WordPress Explore PlanSo Forms for WordPress →

Triggers

New form response

Fires when a form is submitted in PlanSo Forms for WordPress.

Survey completed

Fires when a respondent finishes a survey in PlanSo Forms for WordPress.

Response updated

Fires when an existing response is edited in PlanSo Forms for WordPress.

Actions

Create or update form

Creates or updates a form or survey in PlanSo Forms for WordPress.

Retrieve a response

Looks up a specific form response in PlanSo Forms for WordPress.

Add a respondent

Adds a respondent or contact to a form in PlanSo Forms for WordPress.

Odoo Explore Odoo →

Triggers

New contact or lead

Fires when a new contact or lead is added to Odoo.

Contact updated

Fires when a field on a contact changes in Odoo.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Odoo.

Deal won

Fires when a deal is marked won in Odoo.

Actions

Create or update contact

Creates or updates a contact in Odoo.

Create deal

Creates a new deal in Odoo.

Update record stage

Moves a deal or record to a new stage in Odoo.

Log activity

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

Send customer feedback surveys on closed deals When a deal is marked won in Odoo, automatically add the customer as a respondent in PlanSo Forms for WordPress to gather post-sale feedback. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in PlanSo Forms for WordPress, automatically log the activity under their profile in Odoo so reps see customer sentiment. See details

See all PlanSo Forms for WordPress + Odoo integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert form responses into CRM contacts” between PlanSo Forms for WordPress and Odoo?

Yes — describe it in the box above and Knit's Integrations Agent researches PlanSo Forms for WordPress and Odoo'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?

Yes, inbound responses from PlanSo Forms for WordPress can instantly generate new lead records or deals in Odoo without manual data entry.

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

Yes, when a deal is won or updated in Odoo, you can automatically add the contact as a respondent in PlanSo Forms for WordPress to collect feedback.