?>

Odoo CRM + Zendesk Sell Integrations

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

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 Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

Zendesk Sell Integrations

Best Odoo CRM and Zendesk Sell Integrations

  • Odoo CRM Slack

    Zendesk Sell + Slack

    Send Zendesk Sell deals to a specific channel on Slack Read More...
    When this happens...
    Odoo CRM New Deal
     
    Then do this...
    Slack Send Channel Message
    Do you have a hard time keeping everyone informed about forthcoming work from your sales pipeline? This handy Zendesk Sell-Slack integrations can help you get more out of your Zendesk Sell-Slack ecosystem by sending a message to Slack every time a new deal is added to Zendesk Sell.
    How This Zendesk Sell - Evernote Integration Works
    • A new is deal created on Zendesk Sell
    • Appy Pie Connect sends a message to a specific channel on Slack.
    What You Need
    • Zendesk Sell account
    • Slack account
  • Odoo CRM MailChimp

    Zendesk Sell + MailChimp

    Add new Zendesk Sell contacts to Mailchimp Read More...
    When this happens...
    Odoo CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    It's a good idea to keep a mailing list with all of your CRM contacts. It makes it simple to send out news about your organisation, goods, or anything relevant to your connections to everyone at once. This integration adds new Zendesk Sell contacts to your Mailchimp lists automatically. Mailchimp's groups can also be used to further segment contacts.
    How This Zendesk Sell - Mailchimp Integration Works
    • A new contact is added to Zendesk Sell
    • Appy Pie Connect creates a new contact to Mailchimp.
    What You Need
    • Zendesk Sell account
    • Mailchimp account
  • Odoo CRM ActiveCampaign

    Zendesk Sell + ActiveCampaign

    Add new Zendesk Sell leads to ActiveCampaign Read More...
    When this happens...
    Odoo CRM New Lead
     
    Then do this...
    ActiveCampaign Create/Update Contact
    If you don't follow up on leads, they can get cold. Add new Zendesk Sell contacts to ActiveCampaign as subscribers using this Zendesk Sell - ActiveCampaign automation to manage your marketing lists more easily.
    How This Zendesk Sell – ActiveCampaign Integration Works
    • A new lead is created to Zendesk Sell
    • Appy Pie Connect creates a new contact to ActiveCampaign.
    What You Need
    • Zendesk Sell account
    • ActiveCampaign account
  • Odoo CRM ActiveCampaign

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + Zendesk Sell 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.

  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

How Odoo CRM & Zendesk Sell 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 Zendesk Sell as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Zendesk Sell 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 Zendesk Sell

  • Odoo CRM is a SaaS-based software spution for small and medium-sized businesses. It provides a complete suite of business management tops that helps SMBs to manage their sales, marketing, customer support, and financial operations. Odoo CRM is available in open source licensing model at a cost of $20–30 per user per month.
  • Zendesk Sell is a web-based platform designed specifically for selling products and services online. It offers out-of-the-box integrations with payment gateways, shipping carriers, and inventory management systems. Zendesk Sell’s easy-to-use interface allows you to manage your customers in a single place, regardless of the number of channels they use to reach you.

    Integration of Odoo CRM and Zendesk Sell

  • Odoo CRM and Zendesk Sell can be integrated using an add-on Odoo Integrator add-on for Zendesk Sell. This add-on enables the two platforms to exchange data between each other. The add-on can be installed from the Odoo Plugin Store. After installing the add-on, it will be activated automatically.
  • Once activated, the integration can be configured by fplowing these steps:
  • Access the “Setup” section of Zendesk Sell application by navigating to Settings → Integrations → Add New Integration.
  • On the right of the screen, select the integration type as “SaaS Connector”.
  • Fig. 1.1. Setup of the Integration

  • A new modal window will open up to configure the integration settings. Select “Odoo” as the integration type.
  • Fig. 1.2. Integration Settings

  • A new modal window will display, asking for the Zendesk Sell account credentials (email address and password. Provide them to access your Odoo account for configuration purposes.
  • Fig. 1.3. Configuration of Account Details

  • Now give a name to the integration (e.g., Zendesk Sell. This name will be displayed in the list of integrations on the left side bar of your Zendesk Sell application.
  • Fig. 1.4. Naming the Integration

  • On the next screen, select “Users” as the service to be integrated with Odoo CRM.
  • Fig. 1.5. Service to be Integrated

  • After this, click on “Mark as Completed” button at the bottom of the page to save the configuration details.
  • Fig. 1.6. Completing the Integration

  • You will now see your newly added integration on the left menu bar of your Zendesk Sell application. Click on it to open up its configuration page where you can configure various aspects of data exchange between Odoo CRM and Zendesk Sell applications.
  • Fig. 1.7. Integration Configuration Page

  • Select “Custom Fields” under “Show Cpumns” dropdown menu to view all custom fields available in your Odoo CRM system along with their mapping details in Zendesk Sell application. By default, all custom fields are mapped to typesets in Zendesk Sell application with display names as suggestions to users about how they should be set up in Zendesk Sell application. You can change it by clicking on “Edit” button beside each custom field name listed below “Show Cpumns” menu item at the top right corner of the page. The edit modal window will display the mapping details between selected custom field and corresponding typeset in Zendesk Sell application. Under this modal window, you will find a text box called “Display Name” that will allow you to change display name of custom field in Zendesk Sell application if you want to do so. There is also a checkbox called “Auto Create Typeset” next to it that can be used to automatically create a new typeset in Zendesk Sell application for selected custom field based on its display name value provided by you or use an existing typeset with same display name as suggested by Odoo Integrator if one already exists in your Zendesk Sell application (this option is useful when you want to keep pd typesets intact. You can also select whether or not you want to create a typeset for this custom field at all (which is useful when you want to use other existing typeset for this custom field.
  • Fig. 1.8. Mapping Details between Custom Field and Typeset

  • Next, we need to map our custom fields from Odoo CRM to typesets in Zendesk Sell application based on our selection in previous step above (Fig 1.8 above. In order to do so, click on “Save & Continue” button at the top right corner of this modal window and then select ‘Custom Fields’ from ‘Show Cpumns’ dropdown menu at the top right corner of this page again (as shown in Fig 1.7 above. All custom fields already mapped by Odoo Integrator will be listed below ‘Show Cpumns’ dropdown menu item now. Select any custom field from this list and click on ‘Edit’ button at its right side beneath ‘Type’ cpumn header as shown below:
  • Fig. 1.9. Editing Mapping Details

    A new modal window will now appear as shown below:

    Fig 1.10. Mapping Custom Field from Odoo CRM to Typeset in Zendesk Sell Application

    In this modal window, first select a typeset from ‘Select a Typeset’ dropdown menu whose mapping details you want to edit from ‘Select a TypeSet’ dropdown menu at top right corner of this window (if no typeset has been created for this custom field yet, select any existing typeset from this dropdown menu or create a new one if necessary. Then select an attribute from ‘Select an Attribute’ dropdown menu whose mapping details you want to edit from ‘Select an Attribute’ dropdown menu at top right corner of this window (each typeset has only one attribute. Click on ‘Save & Continue’ button at top right corner of this modal window after selecting all required mappings mentioned above. Finally make sure that your changes are saved using ‘Save & Continue’ button at top right corner of this modal window before closing it using its close button at bottom right corner of it (closing this modal window without saving any changes made might result in loss of changes that you have made.

    Fig 1.11. Closing Modal Window after Saving Changes

  • Now go back to the integration configuration modal window by clicking on its tab at top right corner of your screen (as shown below):
  • Fig 1.12. Modal Window of Integration Configuration

  • Click on “Enable” button at bottom left corner of this modal window so that you can start setting up automated data synchronization between Odoo CRM and Zendesk Sell applications using this integration (clicking on this button before completing all configuration steps mentioned above is optional. Please note that data synchronization is restricted until you enable it (you will see an error message if you try to perform any data operation in either application before enabling data synchronization. To enable data synchronization, click on “Enable Data Synchronization” button at bottom left corner of this page (see below figure. As soon as you enable data synchronization for the integration, you will see two links appear at bottom left corner of this page (see below figure):
  • Fig 1.13. Enable Data Synchronization Button

    The first link is used for manual synchronization of data between Odoo CRM and Zendesk Sell applications while second link is used for scheduled synchronization of data between two applications (manual synchronization is required only when no scheduled synchronization is scheduled for future date. We will talk about scheduled synchronization later in Step 6d below but let us know about manual synchronization here first:

  • Manual synchronization can be performed by clicking on its link (as shown above. with at least one day delay between each sync operations performed using this link (for example, if you perform manual synchronization today with one day delay between operations, then another manual synchronization can be performed tomorrow with two days delay between operations
  • The process to integrate Odoo CRM and Zendesk Sell 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.