FormsCRM Odoo – Documentation

This is the documentation for the FormsCRM plugin and its FormsCRM Odoo extension.

Configuration

To connect to Odoo, we need the following data:

URL	Url of the direct installation with Odoo.
User	User that has been created to establish the connection with Odoo, which is an email.
API Password	To get it, you must go to Profile > Security of the > account and add a new API developer password. Then copy and paste into the selected area.
Odoo Database	We enter Settings > Activate developer mode (with assets) In the upper right, the database name is between (). Example: User (Db name) Or you can also navigate to the address: /web/database/list and you will have the list of databases in that installation.

Tested versions of Odoo

This plugin has been tested on Odoo versions from version 10 onwards.

Use Cases

Languages

If you need to store the user’s default language so that the interface adapts accordingly, you can use the lang field and set the desired language code, such as es_ES or en_GB.

Contact Form 7 > Odoo New Calendar Appointment

It is necessary to change the names and IDs of the organizers while maintaining the same format.

<label> Asunto de la reunión
    [text* meeting_subject ""] </label>

<label> Descripción
    [textarea description] </label>

<label> Fecha y hora de inicio (formato: 2025-01-31 00:00)
    [text* start placeholder "2025-01-31 00:00"] </label>

<label> Fecha y hora de fin (formato: 2025-01-31 00:00)
    [text* stop placeholder "2025-01-31 00:00"] </label>

<label> Ubicación
    [text location] </label>

<label> URL de la videollamada
    [url videocall_location] </label>

<label> Organizador
    [select* user_id include_blank "Mitchell Admin|2" "Joel Willis|7" "Marc Demo|9"] </label>

<label> Etiquetas
    [select* categ_ids multiple include_blank 
        "Customer Meeting|1" 
        "Internal Meeting|2" 
        "Off-site Meeting|3" 
        "Feedback Meeting|4" 
        "Open Discussion|5"] </label>

<label> Recordatorios
    [select* alarm_ids multiple include_blank 
        "Notificación - 15 minutos|1" 
        "Notificación - 30 minutos|2" 
        "Notificación - 2 horas|3" 
        "Notificación - 1 día|4" 
        "Correo electrónico - 3 horas|5" 
        "Correo electrónico - 6 horas|6"] </label>

<label> Privacidad
    [select privacy include_blank 
        "Privado|private" 
        "Público|public" 
        "Solo usuarios internos|confidential"] </label>

[submit "Enviar"]

<input type="hidden" name="timezone" id="timezone">

<script>
  document.getElementById('timezone').value = Intl.DateTimeFormat().resolvedOptions().timeZone;
</script>

Fields used:

Gravity Forms > Odoo New Calendar Appointment

With this Gravity Forms form, we can collect client appointments and send them directly to our calendar.

Download form ( JSON )

Fields used:

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