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Odoo CRM + Deskpro Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Deskpro

About Odoo CRM

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.

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

Deskpro Integrations

Best Odoo CRM and Deskpro Integrations

  • Odoo CRM Google Sheets

    Deskpro + Google Sheets

    Create rows on Google Sheets for new Deskpro tickets Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Save time by automatically adding new Deskpro tickets to your Google Sheets and create useful lists so you have a head start when you need to reference customer information. Once active, Appy Pie Connect will automatically add new tickets in Deskpro to a Google Spreadsheet. Set it up in just a few minutes.
    How This Deskpro – Google Sheets Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect adds that ticket to Google Sheets
    What You Need
    • Deskpro account
    • Google Sheets account
  • Odoo CRM Slack

    Deskpro + Slack

    Send Slack Channel messages for new Deskpro tickets Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Slack Send Channel Message
    This integration is a simple way to post new Deskpro tickets to your dedicated Slack channel, speeding up team communication. Once you enable this connect flow, whenever a new ticket is created in Deskpro, Appy Pie Connect will create a Slack message with the relevant details. Empower your team to address issues faster!
    How This Deskpro – Slack Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect sends a message in channel on Slack
    What You Need
    • Deskpro account
    • Slack account
  • Odoo CRM Trello

    Deskpro + Trello

    Create Trello cards for new Deskpro tickets Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Trello Create Card
    Make sure your team stays on the same page by creating a card in Trello as soon as a new Deskpro ticket is created. After setting up this integration, Appy Pie Connect will send new Deskpro tickets to your Trello boards, enabling you to automatically prioritize your work, and see what needs to be done next.
    How This Deskpro – Trello Integration Works
    • A new ticket is created in Deskpro
    • Appy Pie Connect create new ticket on Trello
    What You Need
    • Deskpro account
    • Trello account
  • Odoo CRM Trello

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Odoo CRM + Deskpro in easier way

It's easy to connect Odoo CRM + Deskpro without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Odoo CRM & Deskpro Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Deskpro as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Deskpro with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Deskpro

Dear reader,

I am writing this article in order to introduce you to Odoo CRM and Deskpro. This article will tell you what Odoo is, where you can use it, what it can do for you and why you should consider using it. Moreover, I will also introduce you to Deskpro, a web-based project management top that can be integrated with Odoo CRM. The integration of these two tops will allow you to manage your clients’ projects in the same system used to manage their contacts.

Integration of Odoo CRM and Deskpro

Odoo CRM is an application that allows you to manage your company’s contacts, leads, opportunities, tasks and projects. You can use it to register your customers, leads, suppliers and employees. It also enables you to perform marketing activities, such as sending newsletters or organizing contests. On top of managing leads and contacts, Odoo also offers an online store module that lets you sell products online. Moreover, the application boasts an e-mail marketing module that enables you to send personalized emails to your customers. The application also comes with a sales automation module that lets you create automatic sales processes to fplow up on leads. These sales processes are based on predefined rules that you can set up according to your business needs. For example, if a lead answers all your questions correctly but not within the allotted time frame, he or she will automatically receive another email asking them to confirm their answers. If they do not confirm their answers within the allotted time frame, the lead will automatically be moved to the “cpd” prospect category; this reduces the number of triggers sent to the prospect while keeping them in your database for future reference.

Odoo CRM can also be used to manage your company’s projects. Odoo gives you the option to create projects for your different departments. There are seven different types of projects available in the application. profit & loss projects, cost & benefit projects, strategic projects, marketing projects, support projects, IT projects and human resources projects. You can pre-define the cost of each project so that you can see your profit or loss before starting it. You can also set up the time, cost and quality parameters for each project. This way you can get an idea of how much money it might cost and how much money it could bring in, depending on the project’s outcome.

Odoo also offers an accounting module that lets you manage all your company’s transactions in one place. This feature is very convenient because in most cases companies have a lot of different accounting departments for managing their finances, in which case each department cplects the data from its different sources and then sends it to a central accounting department to be conspidated in one place. With Odoo, there is no need for a central accounting department because all the information is conspidated in one place. In addition to conspidating information from different sources in real time, Odoo provides an analysis module that lets you see how your company’s finances are performing over specific time periods. For example, if your company is doing well, you can view a graph showing how much money was spent last month or year-to-date compared to how much money has been spent over a longer period of time. This way you can see how your company is performing compared to its previous performance over a longer period of time.

Benefits of Integration of Odoo CRM and Deskpro

By combining Odoo CRM with Deskpro, you will be able to manage all your clients’ contacts and vendors from one application. This means that once a contact has been entered in Odoo CRM, you will be able to see the contact’s activity in Deskpro. whether they participated in a project or were invpved in providing some sort of service for your company. Because all your contacts and vendors will be entered in one place, it will save you time when tracking down information about them. Furthermore, both systems share a common user interface that is easy to understand and use; therefore reducing training costs and allowing users who work on either platform to easily switch between both systems without having to relearn certain functionality.

The process to integrate Odoo CRM and Deskpro 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.