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How do I create a Zap to automate lead creation from Meta Lead Forms to Odoo?

  • 21 July 2024
  • 1 reply
  • 6 views

How can I create a Zap that automatically creates a new lead in Odoo when a new form submission is received through Meta Lead Forms, but only if the submission contains a specific keyword in the comments field, and then sends a customized email notification to the sales team with the lead details and a link to the Odoo lead record, while also logging the lead source as 'Meta Lead Form' and updating a custom field in Odoo with the form submission ID?

1 reply

Userlevel 7
Badge +5

Hi @Zuberg11,

 

You can add a filter step to check if the submission comments contain the specific keyword you’re interested in. Then test your Zap thoroughly to ensure it works as expected. If you need further assistance or have any other questions, feel free to ask. Thanks.

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