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.
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.Zendesk Sell Integrations
Odoo CRM + Zendesk SellCreate Note to Zendesk Sell from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zendesk SellCreate Product in catalog to Zendesk Sell from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zendesk SellCreate task to Zendesk Sell from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zendesk SellUpdate Company in Zendesk Sell when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + Zendesk SellCreate Lead to Zendesk Sell from New Lead/Opportunity in Odoo CRM Read More...
It's easy to connect Odoo CRM + Zendesk Sell without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
Fig. 1.1. Setup of the Integration
Fig. 1.2. Integration Settings
Fig. 1.3. Configuration of Account Details
Fig. 1.4. Naming the Integration
Fig. 1.5. Service to be Integrated
Fig. 1.6. Completing the Integration
Fig. 1.7. Integration Configuration Page
Fig. 1.8. Mapping Details between Custom Field and Typeset
Fig. 1.9. Editing Mapping Details
A new modal window will now appear as shown below:
Fig 1.10. Mapping Custom Field from Odoo CRM to Typeset in Zendesk Sell Application
In this modal window, first select a typeset from ‘Select a Typeset’ dropdown menu whose mapping details you want to edit from ‘Select a TypeSet’ dropdown menu at top right corner of this window (if no typeset has been created for this custom field yet, select any existing typeset from this dropdown menu or create a new one if necessary. Then select an attribute from ‘Select an Attribute’ dropdown menu whose mapping details you want to edit from ‘Select an Attribute’ dropdown menu at top right corner of this window (each typeset has only one attribute. Click on ‘Save & Continue’ button at top right corner of this modal window after selecting all required mappings mentioned above. Finally make sure that your changes are saved using ‘Save & Continue’ button at top right corner of this modal window before closing it using its close button at bottom right corner of it (closing this modal window without saving any changes made might result in loss of changes that you have made.
Fig 1.11. Closing Modal Window after Saving Changes
Fig 1.12. Modal Window of Integration Configuration
Fig 1.13. Enable Data Synchronization Button
The first link is used for manual synchronization of data between Odoo CRM and Zendesk Sell applications while second link is used for scheduled synchronization of data between two applications (manual synchronization is required only when no scheduled synchronization is scheduled for future date. We will talk about scheduled synchronization later in Step 6d below but let us know about manual synchronization here first:
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