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Zendesk Sell + Odoo ERP Self Hosted Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zendesk Sell

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.

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 Zendesk Sell + Odoo ERP Self Hosted

  • Zendesk Sell Odoo ERP Self Hosted

    Zendesk Sell + Odoo ERP Self Hosted

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

    Zendesk Sell + Odoo ERP Self Hosted

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

    Zendesk Sell + Odoo ERP Self Hosted

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

    Zendesk Sell + Odoo ERP Self Hosted

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

    Zendesk Sell + Odoo ERP Self Hosted

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

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal 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 Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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 Zendesk Sell & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell 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 Zendesk Sell and Odoo ERP Self Hosted

Zendesk Sell is a multi-channel sales management platform that helps businesses to sell everywhere, to everyone, and at every time. Zendesk Sell allows users to create a seamless customer experience by connecting it with other business systems. Zendesk also offers a host of integrations that allow administrators to bring data from the web into Zendesk Sell. Integrations can be created using the Sales Hub Connector by either manually entering the information or using the automated sync from the service. The Sales Hub Connector is a simple way for administrators to keep their data in Sales Hub synchronized with Zendesk Sell.

Odoo ERP Self Hosted, on the other hand, is a cloud-based business platform which provides small businesses and large enterprises an open source software for managing their business processes. Odoo ERP is based on Odoo Community Edition (CE. It comes with lots of features like Sales Management, Point of Sale (POS), Accounting, Inventory, Manufacturing, Point of Sale (PoS), Point of Service (PoS. and so on. Odoo ERP also offers numerous integrations which enable organizations to link their ERP with different applications.

    Integration of Zendesk Sell and Odoo ERP Self Hosted

Integrating Zendesk Sell and Odoo ERP Self Hosted is very easy. All you have to do is to install the Sales Hub Connector app on your Self-Hosted instance. The Sales Hub Connector app is installed similarly as any other app on Odoo, under Apps > Add New. The app will automatically display all connected accounts, but it can also be configured manually if need be. Once configured, all new leads created in Zendesk will be available in Odoo via the Sales Hub connector app. Also, all new conversations created in Odoo will be transferred to Zendesk via the Sales Hub connector app.

    Benefits of Integration of Zendesk Sell and Odoo ERP Self Hosted

Integration of Zendesk Sell and Odoo ERP Self Hosted has several benefits including:

· Using the Zendesk Sales Cloud app within Odoo to track leads, opportunities, quotes, orders and invoices related to these leads/opportunities/quotes/orders/invoices will help organizations manage their sales process better.

· Integrating with the Sales Hub will enable users to have unified data across both platforms which means they won’t have to manually upload or download data between both platforms now.

· The integration also gives companies better insights into their customer base and their buying patterns. This helps management make better decisions about the future of their business.

· The integration can be used to nurture leads who are interested in buying goods or services from you but are not yet ready to commit to making purchases.

The process to integrate Zendesk Sell 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.