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Pomoc

Collect leads from elementor or any other Wordpress plugin

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Prueba Integra, Sergio Prada

I know that those leads can be collected using Zapier, but I want to know if there is an app inside odoo that can do the same integration.


Thank you

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Jhon Mu

I am also facing the same issue.

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Varendonk Leeft, Ronny van Der Borght
Best Answer

I may be a bit biased, but our company (Lookout) has developed a commercial plugin (€50) that connects the three most popular WordPress form builders (CF7, WP Forms, Forminator) to Odoo. It is easy to set up and includes an easy form fields to Odoo fields mapping tool.  More info on these plugins here: https://lookout.be/en/wordpress-plugins/

Important: the plugins use Odoo's external API, this is only available on Custom Odoo pricing plans, it is not available on One App Free or Standard plans.

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Gracious Joseph
Best Answer

Yes, Odoo provides built-in tools and modules that can collect leads from external platforms like Elementor or other WordPress plugins without needing Zapier. Here's how you can achieve it:

1. Use the Odoo Webhooks Module

Odoo supports webhooks that allow it to interact with external applications. If your WordPress plugin (e.g., Elementor) supports webhooks, you can configure it to send form submissions directly to Odoo.

Steps:

  1. Install CRM Module in Odoo:
    • Go to Apps.
    • Install the CRM module to manage leads.
  2. Enable Webhooks in WordPress Plugin:
    • For Elementor, use the Elementor Pro version and configure a webhook for the form.
    • Go to the Form Settings in Elementor.
    • Choose Webhook as the action after submission.
    • Enter the webhook URL from Odoo:
      • Odoo webhook URL format:
        https://your-odoo-domain.com/crm/webhook
        
  3. Configure a Controller in Odoo:
    • Create a custom module to handle the incoming webhook data from WordPress.
    • Example controller code:
      from odoo import http
      from odoo.http import request
      
      class LeadWebhookController(http.Controller):
          @http.route('/crm/webhook', type='json', auth='public', csrf=False)
          def create_lead(self, **kwargs):
              lead_data = {
                  'name': kwargs.get('name'),
                  'email_from': kwargs.get('email'),
                  'contact_name': kwargs.get('contact_name'),
                  'description': kwargs.get('message'),
              }
              request.env['crm.lead'].sudo().create(lead_data)
              return {'status': 'success', 'message': 'Lead created successfully'}
      
  4. Test the Integration:
    • Submit a test form in Elementor.
    • Check if the lead appears in Odoo under CRM > Leads.

2. Use Odoo’s WordPress Connector

If you want a more comprehensive integration with WordPress:

  1. Search for third-party modules like WordPress-Odoo Connectors in the Odoo Apps Store. These connectors often include features for lead synchronization.
  2. Install and configure the module in both Odoo and WordPress.

3. Use Odoo Form Builder (Alternative to Elementor Forms)

If you prefer an Odoo-native solution:

  1. Use the Website module in Odoo to build forms directly on your Odoo site.
  2. Embed the form in your WordPress site using an iframe or link back to your Odoo website.
  3. Submitted forms will directly populate Odoo's CRM as leads.

4. Third-Party Plugins

If you’re already using Elementor or WordPress plugins:

  • Look for WordPress plugins specifically designed for Odoo integration (available in the WordPress plugin repository).
  • Examples: WP-Odoo Bridge, Odoo WooCommerce Connector.

5. Automate with Odoo Studio

For non-technical users, you can use Odoo Studio to customize the CRM module and create automation rules to handle incoming data via API or webhooks.

Summary

While Zapier is a straightforward solution, Odoo provides native methods for collecting leads via:

  • Webhooks: Direct integration with WordPress forms like Elementor.
  • Third-Party Modules: Pre-built WordPress-Odoo connectors.
  • Odoo Form Builder: Odoo-native forms for seamless CRM integration.

Let me know if you need further guidance with implementation or customization!

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joel.mugisho@iuea.ac.ug
Best Answer

I also face the challenge, Please help guys 

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