Integrate Odoo CRM with Freshservice

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

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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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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

Explore quick connects

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Connect Odoo CRM + Freshservice in easier way

It's easy to connect Odoo CRM + Freshservice 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 Ticket

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

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user is updated.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Freshservice 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 Freshservice 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 Freshservice.

    (2 minutes)

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

Integration of Odoo CRM and Freshservice

The purpose of Odoo CRM is to help business owners to manage their customers, leads, and marketing campaigns. Odoo CRM helps in improving customer experience and increasing customer retention rate. A business owner will be able to manage his/her sales team, marketing team, and employees through this software. The features of Odoo CRM include lead generation, campaign management, marketing automation, sales automation etc.

Freshservice is a cloud-based IT service management (ITSM. spution that can help businesses to manage IT service tickets, incidents, tasks etc. It helps in improving the response time of IT services, helps in providing appropriate support to customers, and reduces the costs of IT maintenance. Freshservice also provides ticketing system and help desk services.

Integration of Odoo CRM and Freshservice can enhance the efficiency of a business by helping it in better customer management, effective sales team management, smoother workflow between employees, increased customer satisfaction etc. In integration of Odoo CRM and Freshservice, both these software’s functionalities are integrated into one single platform. For example, if an issue is reported by a user in Freshservice, it can be automatically added to Odoo CRM for further action. If a sales agent has to call a customer, then the sales agent will have access to the contact details of the customer from Odoo CRM itself. Integration between Odoo CRM and Freshservice is done on an API level through the underlying APIs and connection types.

Odoo Corporate Edition provides different modules such as sales management module, invoicing and accounting module, project management module etc. Odoo CRM has a simple dashboard with which a business owner can access all the available modules directly. Through Odoo CRM, a business owner or any other user will be able to access information about his/her customers such as name, email address, phone number, contact person etc. Freshservice has a simple interface which allows its users to view the status of an issue or ticket, view available reports etc. Integration between Odoo CRM and Freshservice helps in eliminating various problems faced by businesses such as duplicate data entry, manual tracking of issues, delayed respution etc.

Integration between Odoo CRM and Freshservice can help a business in fplowing ways:

  • Integration between Odoo CRM and Freshservice allows businesses to integrate their existing data with Freshservice without any issues.
  • Integration between Odoo CRM and Freshservice helps a business in saving time and money as there is no need for duplicate data entry or manual work.
  • Integration between Odoo CRM and Freshservice simplifies the process of managing multiple systems.
  • Integration between Odoo CRM and Freshservice helps in enhancing customer satisfaction by improving the quality of service provided to them.
  • Integration between Odoo CRM and Freshservice helps businesses in reducing cost of manpower required for managing leads and customers.
  • Integration between Odoo CRM and Freshservice allows businesses to manage their IT service tickets in a more efficient manner as it integrates IT service management (ITSM. with customer relationship management (CRM.

In conclusion, integration of Odoo CRM and Freshservice can help a business achieve its goals in an easier manner by managing leads and customers effectively.

The process to integrate Odoo CRM and Freshservice 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm