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 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 IntegrationsZendesk Sell + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...Zendesk Sell + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...Zendesk Sell + Odoo ERP Self Hosted
Create Blog Post to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...Zendesk Sell + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Lead in Zendesk Sell Read More...Zendesk Sell + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Lead in Zendesk Sell Read More...It's easy to connect Zendesk Sell + Odoo ERP Self Hosted 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 Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
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.
Create a blog post
Create a new Note.
Create a new Project Task.
Update a existing Ticket
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.
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.
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.