Odoo CRM Zendesk Integration
Appy Pie Automate allows you to Integrate Odoo CRM with Zendesk using AI Agents
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- Lightning Fast Setup
Simplify Odoo CRM Zendesk Integration with seamless setup
Easily set up Odoo CRM Zendesk Integration without coding. Start automating your workflows and Integrate Odoo CRM with Zendesk today.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Updated Customer
Triggers when you update a Customer.
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New Group
Triggers every time a new group is created in Zendesk.
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New Internal Note
Triggers when a internal note is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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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).
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Updated User
Triggers when a user is updated in Zendesk.
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Create Customer
Creates a customer.
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Create Invoice
Create a invoice.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Updated Customer
Triggers when you update a Customer.
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New Group
Triggers every time a new group is created in Zendesk.
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New Internal Note
Triggers when a internal note is created in Zendesk.
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New Organization
Triggers once a new organization is added to Zendesk.
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New Ticket
Triggers every time a new ticket is added to a view.
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New User
Triggers when a new user is created in Zendesk.
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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).
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Updated User
Triggers when a user is updated in Zendesk.
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Create Customer
Creates a customer.
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Create Invoice
Create a invoice.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
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Create Organization
Create a new organization.
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Create Ticket
Create a new ticket.
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Create User
Create a new user.
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Update Organization
Update an existing organization.
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Update Ticket
Modify an existing ticket status or add comments.
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Update User
Modify an existing user.
How Odoo CRM and Zendesk Integrations Work
Follow the steps below to start setting up your Odoo CRM integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Odoo CRM as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Zendesk as the action app from the list.
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Step 3: Authenticate
Connect your Zendesk account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Odoo CRM to Zendesk & your AI Agent is ready!
Choose the app you want to Integrate with Odoo CRM and Zendesk
- Odoo CRM WooCommerce
- Odoo CRM Zendesk
- Odoo CRM Zoho CRM
- Odoo CRM QuickBooks Online
- Odoo CRM Microsoft Dynamics 365 Business Central
- Odoo CRM Xero
- Odoo CRM Slack
- Odoo CRM Shopify
- Odoo CRM HubSpot
- Odoo CRM MailChimp
- Odoo CRM Google Sheets
- Odoo CRM Google Calendar
- Odoo CRM Zoho Books
- Odoo CRM Trello
- Odoo CRM Asana
- Zendesk Slack
- Zendesk Google Sheets
- Zendesk Google Calendar
- Zendesk Microsoft Outlook
- Zendesk Trello
- Zendesk Google Drive
- Zendesk Twilio
- Zendesk Stripe
- Zendesk Paypal
- Zendesk Salesforce
- Zendesk Firebase Realtime Database
- Zendesk Gmail
- Zendesk HubSpot
- Zendesk Intercom
- Zendesk Asana
Popular Templates for Odoo CRM and Zendesk Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Update User in Zendesk when New Lead/Opportunity is created in Odoo CRM
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When this happens:
New Lead/Opportunity
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Then do this:
Update User
Update Organization in Zendesk when New Lead/Opportunity is created in Odoo CRM
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When this happens:
New Lead/Opportunity
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Then do this:
Update Organization
Create Ticket to Zendesk from New Lead/Opportunity in Odoo CRM
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When this happens:
New Lead/Opportunity
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Then do this:
Create Ticket
Create User to Zendesk from New Lead/Opportunity in Odoo CRM
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When this happens:
New Lead/Opportunity
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Then do this:
Create User
Update Ticket in Zendesk when New Lead/Opportunity is created in Odoo CRM
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When this happens:
New Lead/Opportunity
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Then do this:
Update Ticket
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is 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.
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What Is 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.
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How Odoo CRM and Zendesk Integrations Work?
The integration between Odoo CRM and Zendesk is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Odoo CRM and Zendesk. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Odoo CRM and Zendesk secure?
While assessing the security of integrating Odoo CRM with Zendesk, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Odoo CRM-Zendesk integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Odoo CRM and Zendesk integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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