Connect SurveyMethods and Odoo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Survey Created
New Response Completed
Choose an Action
Automatically do this!
Create Lead
Ready to use SurveyMethods and Odoo automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Survey Created
Triggers when a New Survey is Created.
New Response Completed
Triggers when a respondent completes a survey 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 SurveyMethods integrations.
Create Email List
Create a new email list in a SurveyMethods account.
Add Contact to Email List
Add a contact to an existing email list in SurveyMethods.
Create Lead
Create a new lead in Odoo CRM.
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Frequently Asked Questions
To start, connect both your SurveyMethods and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in SurveyMethods triggers actions in Odoo (or vice versa).
Absolutely. You can customize how SurveyMethods 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 SurveyMethods 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 SurveyMethods 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 SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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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