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Freshdesk + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Odoo ERP Self Hosted

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshdesk

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.

About Odoo ERP Self Hosted

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.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Freshdesk + Odoo ERP Self Hosted

  • Freshdesk Odoo ERP Self Hosted

    Freshdesk + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Freshdesk Odoo ERP Self Hosted

    Freshdesk + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Freshdesk Odoo ERP Self Hosted

    Freshdesk + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Contact in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Blog Post
  • Freshdesk Odoo ERP Self Hosted

    Freshdesk + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Ticket in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Freshdesk Odoo ERP Self Hosted

    Freshdesk + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Ticket in Freshdesk Read More...
    Close
    When this happens...
    Freshdesk New Ticket
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshdesk + Odoo ERP Self Hosted in easier way

It's easy to connect Freshdesk + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Freshdesk & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Freshdesk 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 ERP Self Hosted 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 Freshdesk to Odoo ERP Self Hosted.

    (2 minutes)

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

Integration of Freshdesk and Odoo ERP Self Hosted

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:

  • Name
  • Email
  • Phone Number
  • Previous interactions with company
  • Referring Source
  • Details of previous interactions with company
  • Integration of Freshdesk and Odoo ERP also allows access to data like:

  • Email thread
  • Case history
  • Ticket status
  • Conversation history between agent and customer. This history can be seen by both the agents and customers. This helps to spve issues faster. It also helps to improve customer experience.
  • 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

    The process to integrate Freshdesk and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.