How to Connect Website Forms to Odoo CRM System

In today’s fast-moving digital world, your website is often the first place customers interact with your business. Whether it’s a contact form, a demo request, or a service inquiry, most leads start from a simple form submission on your site.

But here’s the challenge → If those inquiries remain stuck in your email inbox, you lose valuable time, struggle to track responses, and may even miss out on potential sales.

That’s where Odoo Website + CRM integration comes in. By connecting your website forms directly with Odoo ERP, you can make sure every submission instantly becomes a lead in your CRM. This not only saves time but also ensures your sales team never misses a chance to follow up.

Why Connect Website Forms with Odoo CRM?

Integrating your website with Odoo offers a number of benefits:

• No Manual Data Entry → Stop wasting time copying details from emails into Odoo. Everything syncs automatically.
• Faster Response Times → Leads land directly in CRM, meaning your sales team can respond immediately.
• Better Lead Tracking → Every form submission is logged in Odoo, so you can track the lead’s entire journey.
• Accurate Data → No missed inquiries, no typing mistakes, and no lost leads.
• Higher Conversions → Quick follow-ups increase the chances of converting a visitor into a paying customer.

Step-by-Step Guide: Creating Website Forms in Odoo

If you’re using Odoo’s Website Module, you’ll be happy to know that integration with CRM is already built-in. Here’s how you can set it up:

1. Open the Website Module

Go to your Odoo dashboard and select the Website app. This is where you can manage and design your website pages.

2. Choose the Page to Add Your Form

Navigate to the page where you want to collect information, for example:

• A Contact Us page
• A Request a Demo page
• A Book a Consultation page

3. Add a Form Block

Using Odoo’s drag-and-drop website builder, select the Form Block and place it on the page.

4. Customize the Form Fields

Edit the form to match your business needs. Common fields include:

• Full Name
• Email Address
• Phone Number
• Message / Inquiry Details

You can also add custom fields if you want more details, such as Budget Range or Service Type.

5. Link the Form to CRM

This is the most important step. In the form settings, set the action to “Create a Lead in CRM”. This ensures that every submission creates a new record inside Odoo CRM automatically.

6. Save and Publish

Click save, publish the page, and you’re done! Now, when a visitor fills out the form, a new lead will appear instantly inside Odoo CRM with all the provided details.

👉 Example: A customer fills the “Request a Demo” form → The system instantly generates a new lead in CRM with the customer’s name, email, and message → The sales team gets notified and follows up right away.

Other Integration Options

Not every business uses Odoo’s Website Module. If you’re running your website on WordPress, Wix, Shopify, or Google Forms, you can still integrate with Odoo CRM:

• Odoo Webhooks → Push form data directly into Odoo in real time.
• APIs → Use Odoo’s REST API to send data from your website forms.
• Middleware Tools (Zapier / n8n) → Connect third-party forms with Odoo without coding.

👉 Example: A visitor submits a form on WordPress → Zapier sends the data into Odoo → A new lead is created automatically.

Best Practices for Website Form Integration

To get the best results from your integration, follow these tips:

✔ Validate Required Fields → Always make fields like email or phone number mandatory.
✔ Auto-Assign Leads → Route leads to the right sales team (e.g., “Domestic Sales” or “International Sales”).
✔ Use Tags or Sources → Add labels like Website Form, Google Ads, or Referral to track where leads are coming from.
✔ Send Auto-Responses → Configure Odoo to send an acknowledgment email (e.g., “Thanks for reaching out, we’ll get back to you shortly”).
✔ Analyze Data → Use Odoo’s reporting to see which website forms bring the most leads.

Example Use Case

Imagine a retail clothing business:

• Customers submit inquiries for bulk orders via the website.
• Odoo automatically creates leads, tags them as Wholesale Inquiries, and assigns them to the wholesale sales team.
• The sales team can track, follow up, and close deals directly inside Odoo.

Final Thoughts

Integrating website forms with Odoo CRM is one of the most powerful yet simple ways to bridge the gap between your online presence and your sales pipeline.

Instead of leads sitting in your inbox, they are captured directly inside Odoo CRM, where they can be assigned, tracked, and followed up systematically. This automation ensures no opportunities are lost and your business stays ahead of the competition.

At Spellbound Soft Solutions, we specialize in helping businesses set up smart integrations with Odoo—from simple website forms to advanced multi-channel lead management. Whether you’re using Odoo’s built-in website, WordPress, or a custom solution, we can help you connect it seamlessly with Odoo CRM.

📩 Want to automate your website forms and boost sales productivity?
Reach us today at sales@spellboundss.com