{"id":9026,"date":"2025-12-04T08:20:55","date_gmt":"2025-12-04T07:20:55","guid":{"rendered":"https:\/\/close.technology\/?post_type=product&#038;p=9026"},"modified":"2026-10-04T11:27:20","modified_gmt":"2026-10-04T09:27:20","slug":"connect-wordpress-forms-with-odoo-copia","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/wordpress-plugins\/formscrm-odoo\/","title":{"rendered":"Connect WordPress Forms with Odoo"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>FormsCRM Odoo Addon<\/strong>&nbsp;is the professional way to connect your WordPress forms to Odoo ERP. This premium plugin closes the gap between your website and your business management system: data from any web form goes straight into Odoo, with no manual work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Who is it for?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This plugin is built for companies that run Odoo as their main ERP and need it for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Marketing and sales agencies<\/strong>\u00a0capturing leads from web forms<\/li>\n\n\n\n<li><strong>HR departments<\/strong>\u00a0managing candidates and hiring processes<\/li>\n\n\n\n<li><strong>Support teams<\/strong>\u00a0receiving tickets from their website<\/li>\n\n\n\n<li><strong>B2B companies<\/strong>\u00a0that need to sync contacts and sales opportunities<\/li>\n\n\n\n<li><strong>Organizations<\/strong>\u00a0using Odoo for events and calendar management<\/li>\n\n\n\n<li><strong>Email marketing teams<\/strong>\u00a0managing contact lists<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">What problem does it solve?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Copying form submissions into Odoo by hand is slow, error-prone and eats up your team&#8217;s time.&nbsp;<strong>FormsCRM Odoo Addon<\/strong>&nbsp;takes that job off the table:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Automated data transfer<\/strong>\u00a0&#8211; Form data reaches Odoo automatically, in real time<\/li>\n\n\n\n<li><strong>Fewer human errors<\/strong>\u00a0&#8211; No manual retyping, no forgotten entries, no duplicates<\/li>\n\n\n\n<li><strong>Time saved<\/strong>\u00a0&#8211; Your team stops spending hours on repetitive data entry<\/li>\n\n\n\n<li><strong>Clean data<\/strong>\u00a0&#8211; Formats are validated and converted automatically<\/li>\n\n\n\n<li><strong>Everything in one place<\/strong>\u00a0&#8211; All your customer information lives in a single system<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Key Benefits<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\udd0c Direct, Secure Connection to Odoo<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It uses Odoo&#8217;s official JSON-RPC API for a native, stable and secure integration. No middlemen and no third-party services: the plugin talks directly to your Odoo instance.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83c\udfaf Support for Multiple Odoo Modules<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Connect your forms to Odoo&#8217;s most important modules:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contacts (res.partner)<\/strong>\u00a0&#8211; Create and update customer and supplier records<\/li>\n\n\n\n<li><strong>Opportunities (crm.lead)<\/strong>\u00a0&#8211; Add deals to your sales pipeline automatically<\/li>\n\n\n\n<li><strong>Contact + Opportunity<\/strong>\u00a0&#8211; Create the contact and its related opportunity at the same time<\/li>\n\n\n\n<li><strong>Events (calendar.event)<\/strong>\u00a0&#8211; Schedule appointments and meetings, with time zones handled automatically<\/li>\n\n\n\n<li><strong>Support Tickets (helpdesk.ticket)<\/strong>\u00a0&#8211; Open support tickets instantly<\/li>\n\n\n\n<li><strong>Applicants (hr.applicant)<\/strong>\u00a0&#8211; Register candidates for your hiring processes<\/li>\n\n\n\n<li><strong>Email Marketing Contacts (mailing.contact)<\/strong>\u00a0&#8211; Build your subscriber lists<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83e\udde0 Smart Field Mapping<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dynamic list of every field available in each Odoo module<\/li>\n\n\n\n<li>Visual interface to map form fields to Odoo fields<\/li>\n\n\n\n<li>The most commonly used fields are shown first to speed up setup<\/li>\n\n\n\n<li>Required fields are supported and validated<\/li>\n\n\n\n<li>Automatic data type conversion (text, numbers, dates, IDs)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\ude80 Advanced Features<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Expert Mode<\/strong>: Turn on expert mode to access every field and custom module in your Odoo installation, with no restrictions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Automatic Creation of Related Records<\/strong>: If you send a source, medium, campaign, category or tag that doesn&#8217;t exist in Odoo yet, the plugin creates it for you. No prior setup in Odoo and no errors caused by missing IDs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Relationship Handling<\/strong>: Create related records (for example, a contact and its opportunity) in a single operation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Smart Value Conversion<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Turns category names into Odoo IDs automatically<\/li>\n\n\n\n<li>Handles multi-value lists<\/li>\n\n\n\n<li>Adjusts date and time formats to the right time zone<\/li>\n\n\n\n<li>Correctly syncs the campaign, medium, source, category and tag relational fields (<code>source_id<\/code>,\u00a0<code>medium_id<\/code>,\u00a0<code>campaign_id<\/code>,\u00a0<code>category_id<\/code>,\u00a0<code>tag_ids<\/code>): it looks up the Odoo ID by name and creates the record if it doesn&#8217;t exist<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reliable Error Handling<\/strong>: Detailed error messages from the Odoo API, with useful information for debugging and follow-up.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\udd12 Professional Licensing System<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Licenses linked to close.technology<\/li>\n\n\n\n<li>Automatic plugin updates<\/li>\n\n\n\n<li>Priority technical support<\/li>\n\n\n\n<li>Access to new features<\/li>\n\n\n\n<li>License management panel built into WordPress<\/li>\n\n\n\n<li>Automatic plugin updates straight from your WordPress dashboard<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">\ud83d\udcca Monitoring and Debugging<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Detailed log of every operation<\/li>\n\n\n\n<li>Automatic debug emails when something fails<\/li>\n\n\n\n<li>Full Odoo API response details<\/li>\n\n\n\n<li>Real-time credential validation<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Technical Specifications<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Compatibility<\/strong>: WordPress 5.0+, PHP 7.4+<\/li>\n\n\n\n<li><strong>Architecture<\/strong>: JSON-RPC to communicate with Odoo<\/li>\n\n\n\n<li><strong>Security<\/strong>: All data is validated and sanitized<\/li>\n\n\n\n<li><strong>Performance<\/strong>: Configurable timeouts and optimized operations<\/li>\n\n\n\n<li><strong>Clean code<\/strong>: Follows the WordPress Coding Standards<\/li>\n\n\n\n<li><strong>Testing<\/strong>: Full PHPUnit unit test suite<\/li>\n\n\n\n<li><strong>Static analysis<\/strong>: PHPStan integration for code quality<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Dependencies and Features<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Required Plugin: FormsCRM<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>FormsCRM Odoo Addon<\/strong>&nbsp;extends the base&nbsp;<strong>FormsCRM<\/strong>&nbsp;plugin, which must be installed for it to work.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">What is FormsCRM?<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">FormsCRM is the core plugin that provides the base infrastructure to connect WordPress forms with multiple CRM, ERP and email marketing platforms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Main FormsCRM features:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Unified framework for CRM integrations<\/li>\n\n\n\n<li>Central settings screen for multiple CRMs<\/li>\n\n\n\n<li>Visual field mapping between forms and CRMs<\/li>\n\n\n\n<li>Secure credential management<\/li>\n\n\n\n<li>Submission logging and monitoring<\/li>\n\n\n\n<li>Native support for multiple platforms: Holded, Clientify, AcumbaMail, Brevo, MailerLite<\/li>\n\n\n\n<li>Extensible API to build custom addons<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Why is it required?<\/strong><br>FormsCRM handles all the form logic, the visual settings and the base connector system. FormsCRM Odoo Addon plugs into that infrastructure to add the Odoo ERP integration specifically.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to install it<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Install a form plugin on your WordPress site. We currently support GravityForms, ContactForm7 and WooCommerce.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Install our&nbsp;<strong><a href=\"https:\/\/wordpress.org\/plugins\/formscrm\/\" target=\"_blank\" rel=\"noopener\">FormsCRM<\/a><\/strong>&nbsp;plugin from the official WordPress repository.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Install this addon on your WordPress site.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Open the settings of your form plugin, select Odoo and add your REST API token.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In each form, go to its FormsCRM settings and map the Odoo fields to your form fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And you&#8217;re done!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Every time someone fills in a form, the data goes straight into your Odoo.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to connect WordPress Forms with Odoo\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/lnhC85JK7pY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is Odoo?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Odoo is an open source ERP that covers everything a company needs to run, from purchasing, sales, accounting and invoicing to payroll, social media, human resources and much more, all in the same software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It lets you&nbsp;<strong>manage every area of your business from one place<\/strong>, in real time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Connector tested with Odoo 14.0 through 19, plus Odoo Online.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Connect your website forms and send them directly to Odoo without going through a third party.<\/p>\n","protected":false},"featured_media":9062,"comment_status":"open","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[123],"product_tag":[129],"class_list":["post-9026","product","type-product","status-publish","has-post-thumbnail","product_cat-wordpress-plugins","product_tag-wordpress-forms","sales-flash-overlay","woocommerce-text-align-center","woocommerce-image-align-center","do-quantity-buttons","first","instock","downloadable","virtual","taxable","purchasable","product-type-subscription"],"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product\/9026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/comments?post=9026"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media\/9062"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=9026"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_brand?post=9026"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_cat?post=9026"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_tag?post=9026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}