{"id":8111,"date":"2022-09-15T10:47:59","date_gmt":"2022-09-15T08:47:59","guid":{"rendered":"https:\/\/beta.close.technology\/formscrm-odoo-documentation\/"},"modified":"2025-11-05T10:09:56","modified_gmt":"2025-11-05T09:09:56","slug":"formscrm-odoo-documentation","status":"publish","type":"page","link":"https:\/\/close.technology\/en\/documentation\/formscrm-odoo-documentation\/","title":{"rendered":"FormsCRM Odoo \u2013 Documentation"},"content":{"rendered":"\n<p>This is the documentation for the <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm\/\">FormsCRM<\/a> plugin and its <a href=\"https:\/\/close.technology\/wordpress-plugins\/formscrm-odoo\/\" data-type=\"product\" data-id=\"2783\">FormsCRM Odoo<\/a> extension.<\/p>\n\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\">\r\n  <h2>Index<\/h2>\r\n  <nav>\r\n    <ul>\r\n      <li class=\"\"><a href=\"#configuracion\">Configuration<\/a><\/li>\r\n      <li class=\"\"><a href=\"#recomendaciones\">Recommendations<\/a><\/li>\r\n      <li class=\"\"><a href=\"#modulos-campos-y-valores-esperados\">Modules, Fields and Expected Values<\/a>\r\n        <ul>\r\n          <li class=\"\"><a href=\"#contactos-res-partner\">Contacts (res.partner)<\/a><\/li>\r\n        <\/ul>\r\n      <\/li>\r\n      <li class=\"\"><a href=\"#versiones-probadas-de-odoo\">Tested Odoo Versions<\/a><\/li>\r\n      <li class=\"\"><a href=\"#casos-de-uso\">Use Cases<\/a>\r\n        <ul>\r\n          <li class=\"\"><a href=\"#contact-form-7-nueva-cita-calendario\">Contact Form 7 > Odoo New Calendar Appointment<\/a><\/li>\r\n          <li class=\"\"><a href=\"#gravity-forms-nueva-cita-calendario\">Gravity Forms > Odoo New Calendar Appointment<\/a><\/li>\r\n        <\/ul>\r\n      <\/li>\r\n    <\/ul>\r\n  <\/nav>\r\n<\/div>\n\n<h2 class=\"wp-block-heading\" id=\"configuracion\">Configuration<\/h2>\n\n<p>To connect to Odoo, we need the following data:<\/p>\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td>URL<\/td><td>Url of the direct installation with Odoo.<\/td><\/tr><tr><td>User<\/td><td>User that has been created to establish the connection with Odoo, which is an email.&#13;\n<\/td><\/tr><tr><td>API Password<\/td><td>To get it, you must go to Profile &gt; Security of the &gt; account and add a new API developer password. Then copy and paste into the selected area.&#13;\n<\/td><\/tr><tr><td>Odoo Database<\/td><td>We enter Settings &gt; Activate developer mode (with assets)<br\/>In the upper right, the database name is between (). Example: User (Db name)<br\/>Or you can also navigate to the address: \/web\/database\/list<br\/>and you will have the list of databases in that installation.<\/td><\/tr><\/tbody><\/table><\/figure>\n<div class=\"gb-container gb-container-f4f79eff\">\n\n<h2 class=\"wp-block-heading\" id=\"recomendaciones\">Recomendation<\/h2>\n\n\n\n<p>We recommend these fields to use in the merge options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>LEAD Email (email_from): For the lead email.<\/li>\n\n\n\n<li>LEAD Mobile (mobile): for the mobile number.<\/li>\n\n\n\n<li>LEAD Opportunity (name): Opportunity name.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"modulos-campos-y-valores-esperados\">Modules, Fields and Expected Values<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"contactos-res-partner\">Contacts (res.partner)<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Field<\/td><td>Database Name<\/td><td>Type<\/td><td>Observations<\/td><\/tr><tr><td>Name<\/td><td>name<\/td><td>string<\/td><td><\/td><\/tr><tr><td>Complete name<\/td><td>complete_name<\/td><td><\/td><td><\/td><\/tr><tr><td>Position<\/td><td>title<\/td><td>string<\/td><td>Contact\u2019s job position<\/td><\/tr><tr><td>Email<\/td><td>email<\/td><td><\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<\/div>\n<h2 class=\"wp-block-heading\" id=\"versiones-probadas-de-odoo\">Tested versions of Odoo<\/h2>\n\n<p>This plugin has been tested on Odoo versions from version 10 onwards.&#13;\n&#13;\n<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"casos-de-uso\">Use Cases<\/h2>\n\n<h2 class=\"wp-block-heading\">Languages<\/h2>\n\n<p>If you need to store the user\u2019s default language so that the interface adapts accordingly, you can use the <strong>lang<\/strong> field and set the desired language code, such as es_ES or en_GB.<\/p>\n\n<h3 class=\"wp-block-heading\" id=\"contact-form-7-nueva-cita-calendario\">Contact Form 7 &gt; Odoo New Calendar Appointment<\/h3>\n\n<p>It is necessary to change the names and IDs of the organizers while maintaining the same format.<\/p>\n\n<pre class=\"wp-block-code\"><code>&lt;label&gt; Asunto de la reuni\u00f3n\n    &#91;text* meeting_subject \"\"] &lt;\/label&gt;\n\n&lt;label&gt; Descripci\u00f3n\n    &#91;textarea description] &lt;\/label&gt;\n\n&lt;label&gt; Fecha y hora de inicio (formato: 2025-01-31 00:00)\n    &#91;text* start placeholder \"2025-01-31 00:00\"] &lt;\/label&gt;\n\n&lt;label&gt; Fecha y hora de fin (formato: 2025-01-31 00:00)\n    &#91;text* stop placeholder \"2025-01-31 00:00\"] &lt;\/label&gt;\n\n&lt;label&gt; Ubicaci\u00f3n\n    &#91;text location] &lt;\/label&gt;\n\n&lt;label&gt; URL de la videollamada\n    &#91;url videocall_location] &lt;\/label&gt;\n\n&lt;label&gt; Organizador\n    &#91;select* user_id include_blank \"Mitchell Admin|2\" \"Joel Willis|7\" \"Marc Demo|9\"] &lt;\/label&gt;\n\n&lt;label&gt; Etiquetas\n    &#91;select* categ_ids multiple include_blank \n        \"Customer Meeting|1\" \n        \"Internal Meeting|2\" \n        \"Off-site Meeting|3\" \n        \"Feedback Meeting|4\" \n        \"Open Discussion|5\"] &lt;\/label&gt;\n\n&lt;label&gt; Recordatorios\n    &#91;select* alarm_ids multiple include_blank \n        \"Notificaci\u00f3n - 15 minutos|1\" \n        \"Notificaci\u00f3n - 30 minutos|2\" \n        \"Notificaci\u00f3n - 2 horas|3\" \n        \"Notificaci\u00f3n - 1 d\u00eda|4\" \n        \"Correo electr\u00f3nico - 3 horas|5\" \n        \"Correo electr\u00f3nico - 6 horas|6\"] &lt;\/label&gt;\n\n&lt;label&gt; Privacidad\n    &#91;select privacy include_blank \n        \"Privado|private\" \n        \"P\u00fablico|public\" \n        \"Solo usuarios internos|confidential\"] &lt;\/label&gt;\n\n&#91;submit \"Enviar\"]\n\n&lt;input type=\"hidden\" name=\"timezone\" id=\"timezone\"&gt;\n\n&lt;script&gt;\n  document.getElementById('timezone').value = Intl.DateTimeFormat().resolvedOptions().timeZone;\n&lt;\/script&gt;<\/code><\/pre>\n\n<p>Fields used:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"917\" height=\"1024\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-917x1024.png\" alt=\"Appointment Form Fields\" class=\"wp-image-7173\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-917x1024.png 917w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-269x300.png 269w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-768x857.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-255x285.png 255w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-1376x1536.png 1376w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita-600x670.png 600w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/campos-formulario-cita.png 1514w\" sizes=\"(max-width: 917px) 100vw, 917px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"gravity-forms-nueva-cita-calendario\">Gravity Forms &gt; Odoo New Calendar Appointment<\/h2>\n\n<p>With this Gravity Forms form, we can collect client appointments and send them directly to our calendar.<\/p>\n\n<p><a href=\"https:\/\/close.technology\/wp-content\/uploads\/gravity_forms\/gravity-forms-nueva-cita-calendario.json\" download=\"\">Download form ( JSON )<\/a><\/p>\n\n<p>Fields used:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"890\" height=\"1024\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-890x1024.png\" alt=\"Custom fields for new Odoo calendar event \" class=\"wp-image-7179\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-890x1024.png 890w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-261x300.png 261w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-768x884.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-248x285.png 248w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-1335x1536.png 1335w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image-600x690.png 600w, https:\/\/close.technology\/wp-content\/uploads\/2025\/05\/image.png 1566w\" sizes=\"(max-width: 890px) 100vw, 890px\" \/><\/figure>\n\n<h2 class=\"gb-headline gb-headline-2bec7f7f gb-headline-text\">Documentaci\u00f3n Plugins<\/h2>\n\n\n<div class=\"gb-grid-wrapper gb-grid-wrapper-2ed1c700\">\n<div class=\"gb-grid-column gb-grid-column-519a40b9\"><div class=\"gb-container gb-container-519a40b9\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-f7f19026 gb-headline-text\">Conectar WooCommerce Holded<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-9c4fa00e\">\n\n<a class=\"gb-button gb-button-41033c4c gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-holded-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-714a9167\">\n\n<a class=\"gb-button gb-button-db607e90 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-holded-registro-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-bcbb48fa\"><div class=\"gb-container gb-container-bcbb48fa\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-ae93b9de gb-headline-text\">Conectar WooCommerce Clientify<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-676f12e0\">\n\n<a class=\"gb-button gb-button-9fac2117 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-clientify-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-fb90a0cb\">\n\n<a class=\"gb-button gb-button-e3360e76 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-clientify-registro-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-81a22142\"><div class=\"gb-container gb-container-81a22142\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-c8182ddc gb-headline-text\">Conectar WooCommerce Odoo<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-9fd9c38a\">\n\n<a class=\"gb-button gb-button-69e66544 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-odoo-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-ea94acef\">\n\n<a class=\"gb-button gb-button-a3a09634 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-odoo-registro-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-9bf2373b\"><div class=\"gb-container gb-container-9bf2373b\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-092fbf78 gb-headline-text\">Conectar WooCommerce NEO-TPV<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-211c94f3\">\n\n<a class=\"gb-button gb-button-09dcc401 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-neo-tpv-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-40711d0c\">\n\n<a class=\"gb-button gb-button-4bc8128a gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/connect-woocommerce-neo-tpv-registro-de-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-3ea5570c\"><div class=\"gb-container gb-container-3ea5570c\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-6eefb28c gb-headline-text\">FrontBlocks<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-ce5c03b4\">\n\n<a class=\"gb-button gb-button-82a111a8 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/frontblocks\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-7ac8d119\"><div class=\"gb-container gb-container-7ac8d119\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-c259d39a gb-headline-text\">WPSPA Spanish WooCommerce<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-e2593927\">\n\n<a class=\"gb-button gb-button-f18d14fe gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/wpspa\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-cf32e3f5\">\n\n<a class=\"gb-button gb-button-bd8f1b6f gb-button-text\" href=\"#\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-c1643cfe\"><div class=\"gb-container gb-container-c1643cfe\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-ce210f7b gb-headline-text\">Postal Label Clientify<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-ff78dd20\">\n\n<a class=\"gb-button gb-button-09156d91 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/postal-label-clientify-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-8ba74914\">\n\n<a class=\"gb-button gb-button-16fc8090 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/postal-label-clientify-registro-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-c5c202b5\"><div class=\"gb-container gb-container-c5c202b5\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-42dcc5ff gb-headline-text\">FormsCRM Inmovilla<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-24987d19\">\n\n<a class=\"gb-button gb-button-c681f9f2 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-inmovilla\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-d2519f5c\">\n\n<a class=\"gb-button gb-button-5a75164f gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-inmovilla-aeregistro-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-240cc302\"><div class=\"gb-container gb-container-240cc302\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-60a1154c gb-headline-text\">FormsCRM vTiger<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-92f81c69\">\n\n<a class=\"gb-button gb-button-6ec06895 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-vtiger-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-5f839326\">\n\n<a class=\"gb-button gb-button-5bafb700 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-vtiger-registro-de-cambios\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-f1ca86a3\"><div class=\"gb-container gb-container-f1ca86a3\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-63719eba gb-headline-text\">FormsCRM Odoo<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-8bf2f7d1\">\n\n<a class=\"gb-button gb-button-ba23dfc1 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-odoo-documentacion\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n\n<div class=\"gb-button-wrapper gb-button-wrapper-ab52b47e\">\n\n<a class=\"gb-button gb-button-f5d8b25d gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/formscrm-odoo-changelog\/\">Registro de Cambios<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n\n<div class=\"gb-grid-column gb-grid-column-adde9347\"><div class=\"gb-container gb-container-adde9347\"><div class=\"gb-inside-container\">\n\n<h3 class=\"gb-headline gb-headline-cfcde0e0 gb-headline-text\">FormsCRM PipeDrive<\/h3>\n\n\n<div class=\"gb-button-wrapper gb-button-wrapper-06e93a1a\">\n\n<a class=\"gb-button gb-button-e7eea1f9 gb-button-text\" href=\"https:\/\/close.technology\/documentacion\/pipedrive-doc\/\">Documentaci\u00f3n<\/a>\n\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n\n\n<div style=\"height:38px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>This is the documentation for the FormsCRM plugin and its FormsCRM Odoo extension. Index Configuration Recommendations Modules, Fields and Expected Values Contacts (res.partner) Tested Odoo Versions Use Cases Contact Form 7 > Odoo New Calendar &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"FormsCRM Odoo \u2013 Documentation\" class=\"read-more button\" href=\"https:\/\/close.technology\/en\/documentation\/formscrm-odoo-documentation\/#more-8111\" aria-label=\"Read more about FormsCRM Odoo \u2013 Documentation\">Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":8118,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-8111","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/pages\/8111","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/comments?post=8111"}],"version-history":[{"count":0,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/pages\/8111\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/pages\/8118"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=8111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}