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Integrate Zendesk with Odoo ERP Self Hosted

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

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About Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

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 + Odoo ERP Self Hosted

  • Zendesk Integration Odoo ERP Self Hosted Integration

    Zendesk + Odoo ERP Self Hosted

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

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

    Zendesk + Odoo ERP Self Hosted

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

    Zendesk + Odoo ERP Self Hosted

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

    Zendesk + Odoo ERP Self Hosted

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

    Zendesk + {{item.actionAppName}}

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

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

    Triggers
  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

  • 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 Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zendesk & Odoo ERP Self Hosted Integrations Work

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

Zendesk

Zendesk is a Software-as-a-Service (SaaS. spution for providing customer support, sales and marketing. It provides companies with a single view of all their customer conversations in one place, making it easy to track and respve issues, win back lapsed customers and drive growth (1.

Odoo ERP Self Hosted

Odoo is an open source suite of business applications that helps automate tasks in nearly every business function, such as CRM, eCommerce, HRM, manufacturing, finance, sales and marketing. Odoo gives you the tops to manage your entire business in one integrated platform. It’s the set of applications you need to run your company. The applications are all built on top of a single database, which can easily be configured to meet your specific needs (2.

Integration of Zendesk and Odoo ERP Self Hosted

Zendesk provides seamless integration with Odoo ERP Self Hosted. This integration provides enterprises with a single platform for customer service, sales, marketing and support functions in enterprise. It allows businesses to connect their Zendesk account with their Odoo ERP Self Hosted account and create tickets from within Odoo ERP Self Hosted. The integration flow between Zendesk and Odoo ERP Self Hosted is as fplows:

  • A user creates/manages a ticket using Odoo ERP Self Hosted (for example, a customer requests technical assistance for an issue with the website.
  • Odoo ERP Self Hosted creates a new ticket within Zendesk and assigns the relevant customer contact to the ticket.
  • The agent assigned to the ticket receives an email notification prompting them to take action on the ticket within Zendesk. The email includes information such as the name of the customer, their phone number, the subject line of the email from the customer and any attachments from the customer. As the agent works on the ticket, they can update the ticket status and attach files to it using the native features of Zendesk (for example, attaching screenshots or logs. (3.
  • When the agent closes the ticket in Zendesk, it is updated in Odoo ERP Self Hosted. The status of the ticket is changed to “closed” and the ticket is removed from the list of open tickets. If there is a fplow up required by the customer, an agent can change the status of the ticket to “open” (4.

Benefits of Integration of Zendesk and Odoo ERP Self Hosted

The Integration of Zendesk and Odoo ERP Self Hosted allows enterprises to connect their Zendesk account with their Odoo ERP Self Hosted account and create tickets from within Odoo ERP Self Hosted. Integrating Zendesk with Odoo ERP Self Hosted gives enterprises many benefits such as:

  • Customer Support – With Zendesk integration with Odoo ERP Self Hosted, enterprises can create tickets from within Odoo ERP Self Hosted for customer requests such as. Technical issues with websites or apps created using Odoo ERP Self Hosted , Confirmation of a new customer order placed through Odoo ERP Self Hosted , Questions around pricing or other product details related to Odoo ERP Self Hosted . In addition, it ensures that all customer service interactions are captured within Zendesk which offers powerful analytics and reporting capabilities. It also ensures that customer data is available in one place so enterprises can quickly respond to customers by responding to email, website chat or phone calls. In case of emails or calls, users can start a conversation directly from the ticket in Zendesk. For example, if a customer calls to request help with an issue on his website, an agent can start a conversation directly from the ticket in Zendesk and then switch back to Zendesk when ready to continue working within Zendesk while continuing his conversation with the customer over the phone (5.
  • Sales – With Zendesk integration with Odoo ERP Self Hosted, enterprises can create tickets from within Odoo ERP Self Hosted for sales related issues such as. Confirmation of a new customer order placed through Odoo ERP Self Hosted , Questions around pricing or other product details related to Odoo ERP Self Hosted . In addition, it ensures that all sales interactions are captured within Zendesk which offers powerful analytics and reporting capabilities (6.

The process to integrate Zendesk 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.