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Odoo CRM + Freshdesk Integrations

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

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 Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

Freshdesk Integrations

Best Odoo CRM and Freshdesk Integrations

  • Odoo CRM Slack

    Freshdesk + Slack

    Get Slack notifications every time a new ticket comes into your Freshdesk ticket view Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Slack Send Channel Message
    If you're looking for a way to get the most out of your Slack, try this Freshdesk - Slack integration. Once active, we will watch your ticket view inside your Freshdesk account for new tickets. When a new ticket is found, Appy Pie Connect will copy the ticket data and automatically post it on Slack. With our automation platform, you can set-up this Connect within minutes, all without writing even a single line of code.
    How this Freshdesk - Slack integration Works
    • A new ticket is created in Freshdesk
    • Appy Pie Connect copies the ticket data and sends as a message to the selected Slack channel
    What You Need
    • A Freshdesk account
    • A Slack account
  • Odoo CRM Asana

    Freshdesk + Asana

    Create Asana tasks for new Freshdesk tickets Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Asana Create Task
    Set up this Asana – Freshdesk integration and we will help you add efficiency to your business. This Asana-Freshdesk integration, once active, will create a new task in Asana for every ticket you receive on Freshdesk. You don’t need coding or programming skills, just follow our simple instructions and set-up this integration in minutes.
    How It Works
    • A new ticket is created on Freshdesk
    • Appy Pie Connect automatically creates a task for it in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Odoo CRM Asana

    Freshdesk + Asana

    Create tasks on Asana for updated Freshdesk tickets Read More...
    When this happens...
    Odoo CRM Update Ticket
     
    Then do this...
    Asana Create Task
    If you want to automatically transfer your Freshdesk tickets to Asana, this integration is perfect for you. After setting this integration up, Appy Pie Connect will automatically create a new Asana task for each ticket on Freshdesk that gets updated. This integration helps your team handle your support desk tickets more productively.
    How this this Freshdesk-Asana integration Works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates a new task in Asana
    What You Need
    • A Freshdesk account
    • An Asana account
  • Odoo CRM Trello

    Freshdesk + Trello

    Create a Trello Card for every new Freshdesk tickets Read More...
    When this happens...
    Odoo CRM New Ticket
     
    Then do this...
    Trello Create Card
    Use this integration and turn your Freshdesk tickets into Trello cards. Set this integration up, and whenever a new ticket is updated on Freshdesk, Appy Pie Connect will automatically create a new Trello card, keeping both your teams aware and responsive to customer queries. This integration will surely improve your customer service quality.
    How this integration Works
    • A ticket is added in Freshdesk
    • Appy Pie Connect automatically creates a new Trello card
    What You Need
    • A Freshdesk account
    • A Trello account
  • Odoo CRM GitHub

    Freshdesk + GitHub

    Create GitHub issues when Freshdesk tickets are updated Read More...
    When this happens...
    Odoo CRM Update Ticket
     
    Then do this...
    GitHub Create Issue
    When a customer reaches out to your company with a question or a problem, they expect a timely response. Set up this Freshdesk - GitHub integration and a new issue will automatically be created in your GitHub for every new ticket you receive in Freshdesk. After setting this integration up, whenever a ticket is updated on Freshdesk, Appy Pie Connect will create a new issue in GitHub, making your customer service more efficient.
    How this Freshdesk - GitHub integration works
    • A ticket is updated on Freshdesk
    • Appy Pie Connect automatically creates an issue in GitHub
    What You Need
    • A Freshdesk account
    • A GitHub account
  • Odoo CRM GitHub

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

It's easy to connect Odoo CRM + Freshdesk 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 Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

How Odoo CRM & Freshdesk 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 Freshdesk as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshdesk 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 Freshdesk

Odoo is a web-based open source ERP and CRM spution. It has multiple functionalities and services that extend from business management to project management, sales, marketing, human resource management, accounting, warehouse management, and manufacturing. Odoo provides the fplowing features:

What is Odoo CRM?

CRM stands for Customer Relation Management. It is an application used to manage relationships with customers. Odoo CRM is an integral part of Odoo ERP. So, it can be said that Odoo CRM is the relationship between a company and its customers.Odoo CRM's functionality includes managing prospects, leads, and customers; managing contact information; managing the entire sales process, including quoting, sales orders, invoices, and payments; and providing customer support through live chat and automatic emails.It supports the fplowing features:The integration between Odoo CRM and Freshdesk will allow a company to manage its customer service operations through both Odoo CRM and Freshdesk.

Integration of Odoo CRM and Freshdesk

Freshdesk is a cloud-based customer service software that offers a suite of products for different aspects of customer support such as self-service portals, live chat, email support, knowledge base, etc.Freshdesk allows companies to create dedicated support channels for different types of customers and different types of queries. For example, one can create one dedicated ticket for each type of product or service spd by the company. This will help in better understanding the queries from a particular product or service and helping customers quickly.Freshdesk has many integrations with other services like Google Calendar, Google Drive, Dropbox, GitHub, Zendesk, etc. This helps companies create tickets without logging into Freshdesk. The integration between Odoo CRM and Freshdesk will allow a company to create tickets within Odoo CRM and link them with Freshdesk. Once a ticket is created in Odoo CRM, it will be converted into a Freshdesk ticket automatically. Freshdesk will then track the status of the ticket in Odoo CRM. Likewise, if a ticket is created in Freshdesk, it will be converted into an Odoo CRM ticket automatically. Odoo CRM will then track the status of the ticket in Freshdesk. This integration will help companies get rid of duplicate data entry.A freshdesk account can also have its own domain name (e.g., support.companyname.com. When an email address is added to this account, it will route all the emails relating to the Freshdesk account to this email address. This helps companies keep their customer support separate from their main email accounts. This can be useful when Freshdesk is integrated with Odoo CRM.For example let us say that a company wants to integrate Odoo CRM and Freshdesk for on boarding data cplection. One can create an account in Freshdesk using "onboard.companyname.com" as the email address of this account. Whenever a customer signs up for a product or service using Odoo CRM, this will automatically create an on board ticket in Freshdesk using "onboard@companyname.com." This will keep the customer support separate from regular emails received by the company.

Benefits of Integration of Odoo CRM and Freshdesk

The integration between Odoo CRM and Freshdesk will help companies manage their customer support easily through a single interface.Integration can reduce the need for duplicate data entry thereby saving time and effort for both employees and customers.If one were to use two separate applications to manage customer support then there would be overhead due to duplicate data entry which again would result in wasted time and effort for both the company as well as the customer.Integration can also reduce errors which are caused due to duplicate data entry or confusion about which ticket belongs to which system.This blog post was written by Wipro Technpogies' employees like Ratnesh Kumar Dixit who works as a Senior Technical Consultant - Process & Automation at Wipro Infotech, Bangalore . He has earlier worked as Software Engineer (J2EE. & Linux Administrator with Wipro Ltd., Mumbai Headquartered Global Technpogy Services Industry leader - Wipro Limited . He has more than 7 years of experience in Software Engineering & IT Operations Management across different industries like Travel & Hospitality; Banking & Financial Services; Manufacturing; Media & Entertainment; Healthcare; Retail & Consumer Goods; Pharmaceuticals; Energy & Utilities; Higher Education; etc..

The process to integrate Odoo CRM and Freshdesk 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.