Connect Freshdesk and Odoo CRM to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Freshdesk with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Ticket" from Freshdesk.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Freshdesk and Odoo CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Ticket
Triggers when there is a new ticket is created in Freshdesk.
Try ItTriggerInstant - New Ticket Note
Triggers when a Note is added to a Ticket.
Try ItTriggerInstant - Update Contact
Triggers when a user is updated.
Try ItTriggerInstant - NameRequired
- Description
- Notes
- Domains
ActionWrite
- New Contact
Triggers when a new customer is created.
Try ItTriggerInstant - Update Ticket
Triggers when a Ticket is updated.
Try ItTriggerInstant - Ticket NoRequired
- NotesRequired
- PrivateRequired
ActionWrite- Forum CategoryRequired
- NameRequired
- TypeRequired
- VisibilityRequired
- Description
ActionWrite
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Connect Freshdesk and Odoo CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Freshdesk on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Freshdesk + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and Odoo CRM
How can I set up an integration between Freshdesk and Odoo CRM?
To set up an integration between Freshdesk and Odoo CRM, you need to utilize our platform to create a custom workflow. Start by selecting Freshdesk as a trigger app, then choose a specific trigger event like 'New Ticket' or 'Updated Ticket'. Afterward, set Odoo CRM as the action app and configure actions such as 'Create Lead' or 'Update Contact'. This setup will enable an automatic data flow between your Freshdesk tickets and Odoo CRM records.
What triggers are available for Freshdesk in the integration with Odoo CRM?
When integrating Freshdesk with Odoo CRM using our platform, you can choose various triggers from Freshdesk such as 'New Ticket', 'Updated Ticket', 'New Contact', and more. These triggers can initiate different actions within Odoo CRM to ensure that your customer interaction data is always current.
Can I sync customer contact information from Odoo CRM to Freshdesk using this integration?
Yes, you can sync customer contact information from Odoo CRM to Freshdesk. By setting up an appropriate workflow, you can use triggers like 'New or Updated Contact' in Odoo and automate actions in Freshdesk such as 'Create Customer' or update their details ensuring both platforms reflect the latest information.
Are there any actions specific to handling fresh support tickets in Odoo via this integration?
Certainly! When you integrate Freshdesk with Odoo CRM, you can implement actions like creating a new lead or task in Odoo for every new ticket received in Freshdesk. This ensures that your sales team gets notified about potential opportunities without manual updates.
How do we handle duplicate entries when syncing data between Freshdesk and Odoo CRM?
Our platform provides options for managing duplicates effectively when syncing data between Freshdesk and Odoo CRM. You can use filters and specify conditions within your action setups to check for existing records before creating or updating entries, minimizing duplication risks.
Is it possible to automate follow-ups on tickets using this integration?
Yes, through our platform's integration capabilities, you can automate follow-up tasks based on triggers from Freshdesk tickets. For instance, design workflows where an unresolved ticket after a certain period automatically prompts the creation of a follow-up task within your team's calendar in Odoo.
What should I do if my automation isn't triggering as expected between these platforms?
If automations aren't triggering correctly between Freshdesk and Odoo CRM, first verify that all selected triggers and actions are properly configured within our system. Check any applied filters or conditions that might affect the workflow execution. If issues persist, consult our support team for further assistance.
