Sound familiar? A visitor fills in your contact form, an email lands in the shared inbox, and three days later someone asks: "has anyone actually replied yet?" As long as forms only send emails, follow-up remains manual work — and people sometimes forget. In Odoo you let the same form create a lead directly in the CRM pipeline, complete with owner and follow-up activity.
From form to lead in five minutes
- Open the contact page of your website and click Edit.
- Click on the form; the form settings appear in the side panel.
- Change the Action from 'Send an Email' to 'Create a Lead' (this requires the CRM app to be installed).
- Choose the right Sales Team and, if you like, a salesperson straight away.
- Save and submit a test entry yourself — the lead should appear in CRM → My Pipeline within a few seconds.
Velden slim koppelen
The standard fields (name, email, phone, message) are automatically mapped to the right lead fields; the message ends up in the internal notes. Via + Field you add extra fields, for example 'Company size' or 'Desired delivery date'. In any case, make the email field mandatory, otherwise sales will end up calling nobody. A handy trick from the original version of this article: add a hidden field 'Source' with the fixed value 'website-contact'. That way sales can see straight away where the lead came from, and in CRM → Reporting you can compare conversion per source with, say, trade-fair leads.
Automatic assignment and follow-up
Don't assign leads manually. Under CRM → Configuration → Sales Teams you set assignment rules per team, so new leads are distributed to your salespeople according to a set key. Combine that with an automatic activity ('Call within 1 working day') and no submission is left unattended. An installation company with three salespeople saw its response time drop from days to hours this way — without a single line of custom code.
Finally
Practical tip: switch on reCAPTCHA via Website → Configuration → Settings, otherwise your pipeline will fill up with spam instead of customers. And after every website change, quickly test whether the form still creates a lead. Need help with forms, assignment rules or reporting? Contact DAADit Group.
Sound familiar? A visitor fills in your contact form, an email lands in the shared inbox, and three days later someone asks: "did anyone actually reply to this?" As long as forms only send email, follow-up remains manual work — and manual work occasionally forgets things. In Odoo, the same form can create a lead directly in your CRM pipeline, complete with an owner and a follow-up activity.
From form to lead in five minutes
- Open your website's contact page and click Edit.
- Click the form; the form settings appear in the side panel.
- Change the Action from 'Send an Email' to 'Create a Lead' (this requires the CRM app to be installed).
- Pick the right Sales Team and, if you like, a specific salesperson.
- Save and submit a test entry yourself — the lead should appear in CRM → My Pipeline within seconds.
Mapping fields the smart way
The standard fields (name, email, phone, message) are mapped to the matching lead fields automatically; the message ends up in the internal description. Use + Field to add extras such as 'Company size' or 'Desired delivery date'. At the very least, make the email field required — otherwise sales will be calling nobody. A handy trick from the original version of this article: add a hidden field 'Source' with the fixed value 'website-contact'. Sales instantly sees where the lead came from, and in CRM → Reporting you can compare conversion per source against, say, trade fair leads.
Automatic assignment and follow-up
Do not assign leads by hand. Under CRM → Configuration → Sales Teams you define assignment rules per team, so new leads are distributed across your salespeople automatically. Combine that with an automatic activity ('Call within 1 working day') and no submission is ever left behind. An installation company with three salespeople cut its response time from days to hours this way — without a single line of custom code.
Finally
Practical tip: enable reCAPTCHA via Website → Configuration → Settings, or your pipeline will fill up with spam instead of customers. And after every website change, quickly test that the form still creates a lead. Need help with forms, assignment rules or reporting? Contact DAADit Group.