Integrate ChargeDesk with Odoo CRM

Appy Pie Connect allows you to automate multiple workflows between ChargeDesk and Odoo CRM

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About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Want to explore ChargeDesk + Odoo CRM quick connects for faster integration? Here’s our list of the best ChargeDesk + Odoo CRM quick connects.

Explore quick connects

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Connect ChargeDesk + Odoo CRM in easier way

It's easy to connect ChargeDesk + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Charge Created

    Triggers when a charge is created or imported.

  • Charge Failed

    Triggers when a charge fails.

  • Charge Updated

    Triggers when a charge is updated.

  • Customer Created

    Triggers when a new customer is created.

  • Customer Updated

    Triggers when a customer is updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How ChargeDesk & Odoo CRM Integrations Work

  1. Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ChargeDesk to Odoo CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm