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1. Overview & System Requirements

The Gravity Forms Odoo CRM Integration provides a direct, automated bridge between WordPress forms and Odoo—the comprehensive enterprise resource planning (ERP) and customer relationship management suite trusted by millions of companies worldwide. Managing customer inquiries, wholesale quotation requests, product returns, and consultation bookings manually often results in delayed sales responses and disconnected enterprise databases.

With this add-on installed, every submission from your Gravity Forms instantly creates or updates records inside Odoo. You can choose whether submissions create customer contacts (res.partner) in your master address book or inbound opportunities (crm.lead) directly inside your Odoo Sales CRM pipeline. By connecting WordPress to Odoo via direct server-to-server API endpoints, your commercial and operations teams gain real-time visibility into customer inquiries, accelerate lead conversion, and eliminate tedious manual data entry.

2. Authentication & Odoo API Setup

The integration communicates with your Odoo instance using secure external API credentials:

Generating Your Odoo API Key

1. Log in to your Odoo portal (e.g. https://yourcompany.odoo.com).
2. Click your user avatar in the top right corner and select My Profile (or Preferences).
3. Under the Account Security tab, find the Developer API Keys section and click New API Key.
4. Confirm your master password, label the key (e.g. Gravity Forms Connector), and generate the secret key.
5. Copy the API key string to your clipboard.

Configuring in WordPress Dashboard

1. In WordPress, navigate to Forms → Settings → Odoo.
2. Enter your API Key, Odoo Instance URL, and Database Name.
3. Click Save Settings. The plugin connects to your Odoo instance to verify database accessibility and authentication permissions. A green confirmation badge confirms valid authentication.

3. Feed Configuration & Field Mapping

Configure feeds to govern whether form submissions produce new contacts or commercial leads in Odoo:

Module Selection & Core Field Mapping

• Target Module: Choose Create Contact (to populate Odoo Contacts res.partner) or Create Lead (to create an opportunity in crm.lead).
• Name Mapping: Map the prospect’s full name or organization name. In Lead mode, this populates the Lead/Opportunity subject title.
• Email & Phone: Map standard Gravity Forms email and phone fields. Odoo uses the email address to prevent duplicate partner records.
• Additional Data & Merge Tags: Insert custom notes, inquiry details, or quotation specifications using standard merge tags.

Conditional Logic & Routing

Control feed execution dynamically using conditional logic:

• Dual Action Feeds: Create a Contact feed for all submissions and a conditional Lead feed that only triggers when prospects request a formal enterprise quote.
• Sales Team Assignment: Use conditional rules to assign inquiries to specific sales teams based on the user’s selected country or product interest.

4. Advanced Enterprise ERP & CRM Workflows

Connecting Gravity Forms to Odoo bridges customer-facing websites with core ERP operations:

• CRM Pipeline Automation: High-intent web inquiries immediately enter the “New” column of your Odoo CRM Kanban board with full contact details and submission time.
• Automated Quotation Generation: Sales reps can convert the newly created Odoo lead into a draft Quotation with one click, preserving all field specifications submitted by the client.
• B2B Wholesale Registration: Incoming wholesale partner inquiries create pending partner records in Odoo, allowing finance managers to verify credit terms before approving wholesale pricing tiers.
• Customer Service Ticket Routing: Route support request forms directly into Odoo Helpdesk tickets for team assignment and SLA tracking.

5. Troubleshooting & Diagnostic Error Matrix

If data fails to sync with Odoo, refer to this diagnostic matrix:

6. Developer Extensibility & Filter Hooks

Developers can programmatically modify lead payloads or attach custom Odoo model attributes using WordPress hooks:

/**
 * Filter: gform_odoo_lead_data
 * Purpose: Customize lead attributes prior to sending to Odoo crm.lead model.
 * 
 * @param array  $data   The data array destined for Odoo API.
 * @param string $module Target module ('leads' or 'contacts').
 * @param array  $entry  The submitted Gravity Forms entry object.
 * @param array  $form   The active form object.
 * @return array Modified data array.
 */
add_filter( 'gform_odoo_lead_data', function( $data, $module, $entry, $form ) {
    // Set priority to high (3 stars in Odoo CRM)
    $data['priority'] = '3';

    // Tag lead with inbound source
    $data['tag_ids'] = ['Website Inbound', 'Gravity Forms'];

    return $data;
}, 10, 4 );

/**
 * Action: gform_odoo_post_lead_create
 * Purpose: Save created Odoo Lead/Contact ID to entry metadata and log entry note.
 * 
 * @param string $module Target module ('leads' or 'contacts').
 * @param string $id     Returned Odoo record ID.
 * @param array  $entry  Gravity Forms entry.
 */
add_action( 'gform_odoo_post_lead_create', function( $module, $id, $entry ) {
    if ( ! empty( $id ) ) {
        gform_update_meta( $entry['id'], '_odoo_' . $module . '_id', sanitize_text_field( $id ) );
        GFFormsModel::add_note( $entry['id'], 0, 'Odoo CRM', ucfirst( $module ) . ' record created in Odoo with ID: ' . $id );
    }
}, 10, 3 );

7. Frequently Asked Questions