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.
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.Odoo CRM Integrations
Zendesk Sell + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Task in Zendesk Sell Read More...
Zendesk Sell + Odoo CRMCreate Customer to Odoo CRM from New Task in Zendesk Sell Read More...
Zendesk Sell + Odoo CRMUpdate Customer in Odoo CRM when New Task is created in Zendesk Sell Read More...
Zendesk Sell + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Lead in Zendesk Sell Read More...
Zendesk Sell + Odoo CRMCreate Customer to Odoo CRM from New Lead in Zendesk Sell Read More...
It's easy to connect Zendesk Sell + Odoo CRM without coding knowledge. Start creating your own business flow.
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.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
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.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Zendesk Sell is a cloud-based spution of sales force automation that was released by Zendesk in June 2017. It is built on the concept of “best of breed” and allows users to effectively leverage the best-of-breed tops in their sales processes. For instance, Zendesk Sell allows users to perform a number of operations with data using both Zendesk and third party’s services. In addition, it has a feature called Smart Lists that allows users to build complex lists that they can use later. Moreover, the app is available for use on Android, iOS, and web. Moreover, it is accepted by more than 9,000 organizations in the world, including Motorpa, Starbucks, and Freshbooks. The service is aimed at small and medium enterprises that have fewer than 600 employees.
Odoo CRM is a cloud-based application that includes 12 products and over 100 applications that are used for sales, marketing, support, and HR. Its latest version (9. includes improved features such as email tracking, multiple dashboards, and scrplable forms. The platform also provides invoicing and accounting features. Besides, it allows users to manage marketing campaigns, create reports, track sales leads and record phone calls. The application is compatible with most operating systems and can be used on both Windows and Linux. Moreover, it offers integration with Google Drive, Dropbox, Evernote, Salesforce and others. Additionally, Odoo CRM can be used in all industries including manufacturing, consulting, finance, healthcare, retail and others.
Integrating Zendesk Sell and Odoo CRM allows users to perform several functions such as sending emails from Zendesk Sell to different email addresses within Odoo CRM or vice versa. For instance, if you have a customer who buys from your company and you would like to send them an invoice from Odoo CRM instead of sending it from Zendesk Sell, then you may use this feature. In addition, you can use this feature to send an email from Odoo CRM to your customer while they are browsing your website using Zendesk Sell.
The integration of Zendesk Sell and Odoo CRM allows users to perform several tasks together with ease. For instance, rather than manually copying or moving data from one application to another, this feature allows users to perform these operations automatically when needed. In addition, you can easily import contacts from online sources like LinkedIn into Odoo CRM or export them from the app to other applications. Integrating these applications also makes managing data easier since you can use the same email address for both platforms even though the two apps are not created by the same company. Moreover, integrating the two apps helps you to save time since you will not have to duplicate information between them anymore. This feature also helps users to avoid making mistakes when carrying out repetitive tasks as it eliminates manual errors such as wrong entries or missing data.
In conclusion, integrating Zendesk Sell and Odoo CRM offers numerous benefits because it allows users to easily carry out similar tasks using only one application. Also, it saves time and effort because users do not have to go back and forth between apps which makes the process simpler.
The process to integrate Zendesk Sell and Odoo CRM 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.