Odoo and SurveyMonkey automations — Sales & Leads

Ready-made scenarios where Odoo and SurveyMonkey work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

35 scenarios

Updated surveys in surveyMonkey — Activities in Odoo
Updated form responses in SurveyMonkey — Contacts in Odoo
Updated surveys in surveyMonkey — Contacts in Odoo
Website submissions become CRM contacts
New notifications in SurveyMonkey — Updating deals in Odoo
New form responses in SurveyMonkey — Updating deals in Odoo
Updated form responses in SurveyMonkey — Updating deals in Odoo
A website form submission becomes a CRM deal
New form responses in SurveyMonkey — Deleting contacts in Odoo
New form responses in SurveyMonkey — Updating contacts in Odoo
New form responses in SurveyMonkey — Deals in Odoo
SurveyMonkey submissions land in Odoo
New notifications in SurveyMonkey — Updating contacts in Odoo
SurveyMonkey submissions — contacts in Odoo
SurveyMonkey responses — deals in Odoo
New form responses in SurveyMonkey — Contacts in Amo Crm — variant 9
New form responses in SurveyMonkey — Users in Intercom — variant 2
New form responses in SurveyMonkey — Contacts in Odoo
New form responses in SurveyMonkey — Contacts in Odoo — variant 5
New form responses in SurveyMonkey — Contacts in Odoo — variant 3
New form responses in SurveyMonkey — Deals in Odoo — variant 2
New form responses in SurveyMonkey — Contacts in Odoo — variant 4
New form responses in SurveyMonkey — Contacts in Odoo — variant 2
New form responses in SurveyMonkey — Contacts in Odoo
New form responses in SurveyMonkey — Contacts in Odoo
Form leads as enriched CRM contacts
SurveyMonkey responses with email check via hunter into Odoo
SurveyMonkey submissions update contacts in Odoo
Form submissions into a sheet and support
Enriched contacts from SurveyMonkey — into Odoo
SurveyMonkey submissions become contacts in Odoo
Form leads straight into the CRM
Lead scoring and routing: hot leads straight to sales
Lead verification and CRM sync — straight from a SurveyMonkey form
Client onboarding from a questionnaire: project, tasks, channel, email, CRM