Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Want to explore Freshdesk + Odoo ERP Self Hosted quick connects for faster integration? Here’s our list of the best Freshdesk + Odoo ERP Self Hosted quick connects.
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It's easy to connect Freshdesk + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when there is a new ticket is created in Freshdesk.
Triggers when a Ticket is updated.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Allows you to create a User/Customer in Freshdesk for your support domain.
Create a ticket in Freshdesk for your domain.
Create a blog post
Create a new Invoice.
Create a new Note.
Create a new Project Task.
Update a existing Ticket
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Freshdesk and Odoo ERP are online Customer support software’s. Freshdesk is an online customer support top while Odoo ERP is an ERP system which helps to manage the business better. Odoo ERP self hosted is a version of Odoo ERP that can be installed on your own server.
In the body, integration of Freshdesk and Odoo ERP is discussed in detail. Integration means that Freshdesk and Odoo ERP can share vital information about the customer with each other. For example, if a customer calls up for support services and has referred by a third party, this information is available in Freshdesk. However, it is not known to Odoo ERP. On the other hand, if a customer calls up for support services and has referred from the website, this information is available in Odoo ERP but not in Freshdesk. The integration of both these software’s enables the access to detailed record about the customer. Both Freshdesk and Odoo ERP can access details like:
Integration of Freshdesk and Odoo ERP also allows access to data like:
The benefit of integrating Freshdesk and Odoo ERP Self Hosted is that it prevents duplication of efforts as well as time wastage. This is because, once a case has been assigned to a particular agent, no one else will take over the case unless or until the assigned agent cannot handle the case and delegates it to someone else. Integration of Freshdesk and Odoo ERP also helps in avoiding loss of records or conflicts related to data entry. Whereas, if there is no integration between Freshdesk and Odoo ERP Self Hosted, then some vital information about the customer might be missing as there could be two separate entries for the same customer in two different softwares. This might lead to loss of vital information about the customer like his email id, phone number etc. To prevent this problem, integration of Freshdesk and Odoo ERP Self Hosted should be done. Integrating Freshdesk and Odoo ERP Self Hosted also saves time by automating repetitive tasks like logging into different systems to check the status of an issue etc. Another benefit of integrating Freshdesk and Odoo ERP Self Hosted is that it prevents duplication of efforts as well as time wastage. This is because, once a case has been assigned to a particular agent, no one else will take over the case unless or until the assigned agent cannot handle the case and delegates it to someone else. Moreover, integration of Freshdesk and Odoo ERP Self Hosted gives business owners to see live chat conversations between agents and customers. This helps business owners make decisions faster which ultimately helps them grow their business better. It also improves responsiveness of agents towards customers. This leads to better customer experience for both parties invpved in the conversation. It helps business owners save time as there is no need for them to wait for routine reports from agents about their performance, even though they are online all day long. They can view these reports anytime they want without having to track down specific agents for reports during working hours or after office hours. For more information, contact us at www.freshdesk-support-phone-number.com/odoo-erp-self-hosted
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