Zendesk Sell + Odoo ERP Self Hosted Integrations
Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Odoo ERP Self Hosted
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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 IntegrationsBest ways to Integrate Zendesk Sell + Odoo ERP Self Hosted
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Zendesk Sell + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...When this happens...
New Task
Then do this...
Create Note
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Zendesk Sell + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...When this happens...
New Task
Then do this...
Create Project Task
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Zendesk Sell + Odoo ERP Self Hosted
Create Blog Post to Odoo ERP Self Hosted from New Task in Zendesk Sell Read More...When this happens...
New Task
Then do this...
Create Blog Post
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Zendesk Sell + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Lead in Zendesk Sell Read More...When this happens...
New Lead
Then do this...
Create Note
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Zendesk Sell + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Lead in Zendesk Sell Read More...When this happens...
New Lead
Then do this...
Create Project Task
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zendesk Sell + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
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Deal Enters A New Stage
Triggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
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Create Blog Post
Create a blog post
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
How Zendesk Sell & Odoo ERP Self Hosted Integrations Work
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Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zendesk Sell to Odoo ERP Self Hosted.
(2 minutes)
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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.
