Odoo CRM Social Media Lead Form Dashboard App
by Pragmatic TechSoft Pvt Ltd. http://www.pragtech.co.in$ 49.36
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Technical Name |
odoo_lead_forms_ad_integration_hub_crm |
| License | OPL-1 |
| Website | http://www.pragtech.co.in |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Compatible with Odoo v16 - v18
Unified dashboard for Instagram & Facebook leads
This app connects your Facebook and Instagram lead forms directly into your Odoo CRM. No
more
manual downloads or CSV imports. Once connected, every lead flows straight into your
pipeline,
ready for tracking, qualification and conversion.
View all connected Facebook Pages and Instagram Business Accounts in one place, monitor form
health and capture leads in real time. The module brings together all your lead sources into
a single dashboard,keeps your CRM updated automatically and gives you a clean overview
of campaign performance and lead activity.
For teams that rely on social lead ads, this app removes operational complexity, keeps data
organized and helps turn inbound interest into opportunities faster.
It’s the simplest way to turn social traffic into real
opportunities inside Odoo.
Features designed to simplify social lead management
Centralized dashboard
View all Facebook and Instagram lead forms and account statuses in a single, organized interface - giving you complete visibility and control.
Multi-account integration
Connect multiple Facebook Pages and Instagram Business Accounts, ideal for agencies or multi-brand organizations managing different channels.
Automated lead capture
Automatically fetch leads into Odoo CRM, eliminating manual imports and ensuring no opportunity is ever lost.
Manual or Scheduled sync
Choose between auto-fetching on schedule or manual updates - stay flexible depending on your workflow needs.
Field mapping
Map social form fields to Odoo CRM fields for seamless, structured data transfer. No mismatched leads or missing contact details.
Lead validation
Prevent duplicates and maintain clean CRM data with validation checks during lead import.
Comprehensive lead information
Capture complete details including campaign sources, form names, contact specifics and more for better insights and targeting.
User-friendly interface
Simple configuration and intuitive controls make setup a breeze - no technical training required.
Installation
Install this module to enable the Odoo CRM Social Media Lead Form Dashboard App feature for your business.
Configuration
- This module is a Dashboard Add-On It does not show any configuration or menus by itself.
- To enable the dashboard features and access configuration
settings,
you must first install one or both of the following modules: - CRM Facebook Lead Integration
- CRM Instagram Lead Integration
1. Facebook Lead Integration Configuration:
- Facebook App ID & Secret
Go to CRM → Settings and paste your Facebook App ID and App Secret provided by Meta. These credentials are required to connect your Odoo system with Facebook. - Activate Facebook Access for User
Navigate to Settings → Users, open the user profile, and enable the Facebook permissions shown in the highlighted field. - Social Dashboard Access
Go to Social Dashboard from the main menu to manage connected social accounts. - Link Facebook Account
Click on Facebook Accounts → Link Account. A popup wizard will appear where you can enter your Facebook credentials to authorize access. - Select Facebook Page
After authentication, Meta will display a list of Facebook Pages you manage. Choose the page you want to connect and proceed. - Confirm Authentication
Once the page is selected, click Save, then confirm by clicking Got it on the confirmation screen. - Confirmation Message
After successful authentication, a confirmation message will appear on the screen. This indicates your Facebook account is securely linked with Odoo. - Auto-Fetched Page Details
Go to Social Dashboard → Configuration → Facebook Pages. Details like Page Name, Media Type, Facebook Page ID, Access Token will be fetched automatically.
2. Instagram Lead Integration Configuration:
- Enable Instagram Account and add credentials
Go to CRM → Settings and check the boolean for Instagram Account. Paste your Instagram App ID and App Secret. - Open Social Dashboard
Navigate to the Social Dashboard menu from the main Odoo interface. - Link Instagram Account
Click on Instagram Dashboard. To authenticate, click the Link Account button and enter your Instagram credentials. - Select Instagram Page
After entering credentials, select one or more Instagram pages to link and click Done. - Confirm Authentication
You will be redirected to a confirmation page. Click OK to complete the authentication process. - Confirmation Message
A success message will appear, confirming your Instagram account is linked with Odoo. - Access Instagram Page Details
Go to Social Dashboard → Configuration → Instagram Pages to view details like Page Name, Social Media, Media Type, Instagram Page ID, Access Token. - Create or Manage Instagram Pages
Go to CRM → Configuration → Instagram Pages, click Create, and select the existing page. - Fetch Lead Forms
Click the Fetch Form button. All associated lead forms will be loaded into Odoo. - Map Lead Fields
Go to CRM → Configuration → Instagram Forms, open the form, and click Get Fields to fetch Instagram fields. Map them with Odoo fields.
Workflow
-
This workflow operates through the Social CRM Dashboard
Add-On enabling automatic lead fetching and tracking once
the
Facebook or Instagram Lead Integration modules are
installed.
1. Facebook Integration Workflow
- Fetch Leads Manually
To manually pull leads from Facebook into Odoo, navigate to Settings → Technical → Scheduled Actions. Locate the “Fetch Facebook Leads” scheduled action (Cron), open it, and click on Run Manually. This will instantly import the latest leads from the connected Facebook page.
- Lead Creation in Odoo
Once the lead is fetched from Facebook, it is automatically created in Odoo with all mapped and unmapped fields, along with complete tracking information such as the source page and form details.
2. Instagram Lead Integration Workflow
- Lead Creation
Leads will be fetched into Odoo with the respective mapped fields. Each lead is created with both mapped and unmapped fields, along with complete tracking information. For more detailed information about Instagram integration, refer to the “Instagram Info” page.
- Lead Details in Odoo
Leads are created in Odoo with both mapped and unmapped fields, along with complete tracking information.
- Instagram Info
For more detailed information on Instagram integration, refer to the “Instagram Info” page.
Your Social Media Leads, Directly in Odoo CRM
Empower businesses through intelligent, cost-effective solutions
Modern businesses face complex challenges. Our Odoo apps are
designed to turn
those challenges into opportunities - making your workflows intuitive, efficient and
scalable. Crafted to
make your business run smoother, faster and smarter.
Achieve operational excellence, deliver unforgettable guest experiences and aim for scalable
growth -
whether you're a boutique property or a global chain.
Experience the difference of solutions built for real business needs, not just features.
This module provides a centralized dashboard in Odoo CRM to view and monitor leads coming from Facebook and Instagram lead forms, giving users a quick overview of connected social media accounts.
The dashboard supports Facebook Lead Ads and Instagram Lead Ads.
No, this module does not fetch leads. To import leads into Odoo, you must
purchase:
CRM Facebook Lead Integration
CRM Instagram Lead Integration
No, this module is dashboard-only. It displays connected accounts and forms but does not fetch leads.
To fetch leads, you need to purchase the respective modules:
CRM Facebook Lead Integration
CRM Instagram Lead Integration
This dashboard works alongside these modules to provide a centralized view.
The dashboard displays connected accounts, page names, form names, and platform status, providing a quick summary of your social media lead sources.
CRM social media lead form dashboard
One-time Setup | 90 Days Support | Multilingual Compatibility
What's included in this
User Manual for Easy Onboarding
90 Days Support (Monday to Friday, 10 AM – 7 PM IST)
One-Time Setup for Seamless Integration
We support for English / French / Spanish at an additional cost
Works & tested on standard installations of Odoo with no third party apps
Free support only for odoo installations with no third party apps
Paid support availaible for Odoo installations with third party apps.
Our Service Offerings
Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
Get Instant Personalized Demo
CONTACT
Related Products
Powerful apps, seamless integrations and expert support.
Optimize your business with our perfect Odoo strategy.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module