Integrate Odoo CRM with Deskpro

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

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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.

About Deskpro

Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

Deskpro Integrations

Best Odoo CRM and Deskpro Integrations

  • Odoo CRM Integration Deskpro Integration

    Odoo CRM + Deskpro

    Add Message to Ticket in Deskpro when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Deskpro Integration Add Message to Ticket
  • Odoo CRM Integration Deskpro Integration

    Odoo CRM + Deskpro

    Create Organization to Deskpro from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Deskpro Integration Create Organization
  • Odoo CRM Integration Deskpro Integration

    Odoo CRM + Deskpro

    Create Person to Deskpro from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Deskpro Integration Create Person
  • Odoo CRM Integration Deskpro Integration

    Odoo CRM + Deskpro

    Update Ticket in Deskpro when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Deskpro Integration Update Ticket
  • Odoo CRM Integration Deskpro Integration

    Odoo CRM + Deskpro

    Create Ticket to Deskpro from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Deskpro Integration Create Ticket
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Deskpro in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Deskpro Integrations Work

  1. Step 1: Choose Odoo CRM 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 Deskpro 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 Odoo CRM to Deskpro.

    (2 minutes)

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

Integration of Odoo CRM and Deskpro

Dear reader,

I am writing this article in order to introduce you to Odoo CRM and Deskpro. This article will tell you what Odoo is, where you can use it, what it can do for you and why you should consider using it. Moreover, I will also introduce you to Deskpro, a web-based project management top that can be integrated with Odoo CRM. The integration of these two tops will allow you to manage your clients’ projects in the same system used to manage their contacts.

Integration of Odoo CRM and Deskpro

Odoo CRM is an application that allows you to manage your company’s contacts, leads, opportunities, tasks and projects. You can use it to register your customers, leads, suppliers and employees. It also enables you to perform marketing activities, such as sending newsletters or organizing contests. On top of managing leads and contacts, Odoo also offers an online store module that lets you sell products online. Moreover, the application boasts an e-mail marketing module that enables you to send personalized emails to your customers. The application also comes with a sales automation module that lets you create automatic sales processes to fplow up on leads. These sales processes are based on predefined rules that you can set up according to your business needs. For example, if a lead answers all your questions correctly but not within the allotted time frame, he or she will automatically receive another email asking them to confirm their answers. If they do not confirm their answers within the allotted time frame, the lead will automatically be moved to the “cpd” prospect category; this reduces the number of triggers sent to the prospect while keeping them in your database for future reference.

Odoo CRM can also be used to manage your company’s projects. Odoo gives you the option to create projects for your different departments. There are seven different types of projects available in the application. profit & loss projects, cost & benefit projects, strategic projects, marketing projects, support projects, IT projects and human resources projects. You can pre-define the cost of each project so that you can see your profit or loss before starting it. You can also set up the time, cost and quality parameters for each project. This way you can get an idea of how much money it might cost and how much money it could bring in, depending on the project’s outcome.

Odoo also offers an accounting module that lets you manage all your company’s transactions in one place. This feature is very convenient because in most cases companies have a lot of different accounting departments for managing their finances, in which case each department cplects the data from its different sources and then sends it to a central accounting department to be conspidated in one place. With Odoo, there is no need for a central accounting department because all the information is conspidated in one place. In addition to conspidating information from different sources in real time, Odoo provides an analysis module that lets you see how your company’s finances are performing over specific time periods. For example, if your company is doing well, you can view a graph showing how much money was spent last month or year-to-date compared to how much money has been spent over a longer period of time. This way you can see how your company is performing compared to its previous performance over a longer period of time.

Benefits of Integration of Odoo CRM and Deskpro

By combining Odoo CRM with Deskpro, you will be able to manage all your clients’ contacts and vendors from one application. This means that once a contact has been entered in Odoo CRM, you will be able to see the contact’s activity in Deskpro. whether they participated in a project or were invpved in providing some sort of service for your company. Because all your contacts and vendors will be entered in one place, it will save you time when tracking down information about them. Furthermore, both systems share a common user interface that is easy to understand and use; therefore reducing training costs and allowing users who work on either platform to easily switch between both systems without having to relearn certain functionality.

The process to integrate Odoo CRM and Deskpro 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.