Connect SmartSurvey and Odoo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Response
Choose an Action
Automatically do this!
Create Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a survey has a new response.
New Lead
Runs when new lead is created
New or Updated Helpdesk Ticket
Triggers when the ticket in helpdesk is created or updated with a particular status
Do thisActions
Action is the task that follows automatically within your SmartSurvey integrations.
Create Contact
Creates a contact within a contact list.
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your SmartSurvey and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in Odoo (or vice versa).
Absolutely. You can customize how SmartSurvey data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.
The data sync between SmartSurvey and Odoo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SmartSurvey and Odoo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
Learn MoreAbout Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
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