This module allows to generate leads/opportunities from surveys.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Turn survey answers into CRM leads or opportunities automatically. Choose which survey creates leads, which sales team and tags they get, and map questions to lead fields.
This module connects Surveys with CRM so that a submitted survey can automatically create a lead or opportunity.
On the survey form you get a new CRM section with a "Generate leads" switch. When it is on, you can pick the sales team and default tags that will be applied to every lead created from that survey.
On each question you get a CRM section where you can mark the question to appear in the lead description, and optionally map the answer to a specific field of the lead (for example the referred-by field). Only fields that fit the question type are offered, so a date question can only fill date or text fields.
When a participant finishes the survey, a lead is created automatically with the survey title as name, the participant as contact, the chosen team and tags, and the mapped answers filled in. If the participant is not yet a contact, the email and nickname are used instead. The lead keeps a link to the survey answer, and an internal note is posted on the lead linking back to the survey.
On the lead form you can see the related survey answer, and on the survey answer form you can see the created opportunity.
Depends on
Required by other modules
Models and fields (4)
- crm.lead · extends an existing modelsurvey_user_input_id
- survey.survey · extends an existing modelcrm_tag_ids, crm_team_id, generate_leads
- survey.question · extends an existing modelcrm_lead_field, show_in_lead_description, allowed_crm_lead_field_domain
- survey.user_input · extends an existing modelopportunity_id
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/survey.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To configure the leads/opportunities generation:
- Go to the configured survey.
- In the CRM section of the Options tab, set Generate leads on.
- Optionally you can set default tags for the generated leads.
- You can set the crm team to assign the leads to.
The questions marked to be shown in the lead description will be shown there.
If you want to fill crm.lead fields from the answers set the CRM Lead field you want to fill with the given answer.
Usage
Source · Odoo 19.0Once the surveys are submited a lead/opportunity (depending on the default options for the company) will be generated with a link to the answers.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.