Survey Feedback to CRM Lead Converter
Automated Survey Response Capture & Sales Pipeline Ingestion
Never lose an interested respondent or hot lead again.
Turn public survey submissions and customer feedback directly into active CRM opportunities based on rule-matching criteria.
Are Warm Feedback Leads Dying In Your Survey Inbox?
When customers finish a feedback poll or market survey indicating they want a demo, a price quote, or a follow-up call, that data remains trapped inside Odoo's Survey application. Marketing and community teams must manually review entries and copy-paste details into the CRM pipeline. This slow, disconnected process delays response times, causes human error, and causes valuable sales opportunities to cool down.
Intelligent Feedback Funneling
Bridge the gap between public user responses and active corporate sales distribution teams.
Advanced Rule-Based Qualifying
Set specific conditions based on survey answer contents (equals, contains, greater than, less than). Automatically ingest responses as CRM leads only if criteria matchâlike filtering for "Are you interested in a demo? = Yes".
Minimum Score Validation
Perfect for quiz-based lead magnets. Establish a minimum score percentage threshold on graded surveys, generating sales pipeline tasks only for high-scoring, highly qualified participants.
Automated Team & Tag Routing
Define the specific Sales Team, default Salesperson, and pipeline tracking tags globally per survey configuration. New opportunities land safely in the right hands with the correct tracking context.
Bulk & Manual Conversion Wizards
Full operational flexibility. Convert individual responses instantly from form actions, or select multiple responses inside the list view to trigger bulk lead creation with custom team overrides.
Comprehensive Bidirectional Auditing
Maintains clear trace links between your marketing feedback and backend CRM opportunities.
15-Minute Background Cron
An automated scheduled background process scans active parameters every 15 minutes. It catches data imports or offline direct writes, ensuring no qualified lead slips through system cracks.
Bi-Directional Breadcrumbs
Every generated opportunity contains an active link back to its specific source survey and individual answer record. Simultaneously, the response layout locks onto a link to the CRM record it generated.
Operational Smart Buttons
Adds intuitive analytics smart counters directly onto the Survey dashboard layout. Displays the total volume of generated leads instantly, offering rapid conversion insights.
Quick 3-Step Setup Routine
| 1. | Navigate to any survey form and click the new CRM Integration tab configuration panel. |
| 2. | Check "Auto-Convert Responses to CRM Leads" and assign your destination Sales Team, Agent, and Tags. |
| 3. | Add optional filtration rules mapping questions to explicit answers (leave blank to ingest all submittals). Save changes. |
Seamless Tabbed Administration
Direct integration into native Odoo frameworks alongside core question and validation layouts.
Developed with by SyncSoft Team
Need help tailoring automatic conversion triggers or linking questionnaire outputs to complex lead distributions?
We are here to support you!
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.
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