Send Gravity Forms Entries to Odoo

Instantly AI to Odoo Integration Guide

With Syncspace, you can automatically send new entries from your Gravity Forms directly to your Odoo database—no coding or technical skills required. Your form data flows automatically from one platform to the other.
Just follow the steps in this guide, and your Gravity Form submissions will start showing up in Odoo automatically.

It’s fast, simple, and saves you time.

 Prerequisites:

  • You have access to both a Gravity forms-enabled WordPress site and an Odoo instance.
  • You are logged in to both platforms.
Step 1 Click on App Credentials
Step 2 Create a New Credential
Step 3 Configure App details
  • Add your App Name
  • Select Odoo from the Multiselect Dropdown
Step 4 Add your Odoo Credentials and First Click Verify then Save
  • Add your Odoo Url
  • Add your Odoo DB
  • Add your Odoo User
  • Add your Odoo User Password
Step 5 Click on Add Space to create a new space
Step 6 Select your Source App from the dropdown
  • Choose Instantly AI
Step 7 Copy the Webhook URL generated for Instantly AI
Step 8 Steps to Verify Webhook URL in Instantly AI

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

Step 9 Go back to the integration platform and click Verify Webhook, then click Continue
Step 10 Select your Target App from the dropdown
  • Choose Odoo
Step 11 Select the Odoo account you created earlier while setting up your app credentials.
Step 12 Choose the appropriate Odoo Model accordingly.
  • Example: Leads, Contacts, Job applicant, etc.
Step 13 Click on the "Save and Map Fields" button.
Step 14 Match Gravity Form fields to the Odoo fields
  • Example: Name → Full Name, Email → Email, Phone → Phone Number
Step 15 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

  • Click Save and Activate, your space will be saved and activated automatically.

  • Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 16 From the Action Column, click to Activate Your Space
Step 17 Log in to your Odoo account and check the corresponding module

Go to crm > Leads and your lead will be visible there.

Step 18 You should see the new record added from the Instantly AI submission
Gmail

New Attachment

Triggers when you receive a new attachment.

sheet

Only continue if...

Set up rules to specify when this Space can continue running.

Google Drive

Upload File

Triggers when any new file is added (inside of any folder).

Supported triggers and actions

Gmail

Triggers Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

Actions Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

Gmail

New Attachment

Triggers when you receive a new attachment.

Gmail

New Label

Triggers when you add a new label.

Gmail

New Labeled Email

Triggers when you label an email.

Gmail

New Email

Triggers when a new email appears in the specified mailbox.

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