HelpCrunch + Odoo ERP Self Hosted

HelpCrunch + Odoo ERP Self Hosted integrations

"create new leads/opportunities in Odoo ERP Self Hosted for new customers in HelpCrunch"

Easily manage your new customers with this automated workflow. As soon as you add a new customer in HelpCrunch, a lead or opportunity will be instantly created in Odoo ERP Self Hosted. This seamless integration ensures that whenever you gain a new client, your sales pipeline is immediately updated, eliminating manual data entry and letting you focus on building customer relationships.

When this happens...
New Customer CreatedTriggers when a new customer is created.
TriggerInstant
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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More things you can do with HelpCrunch and Odoo ERP Self Hosted

Discover other triggers and actions you can use with HelpCrunch and Odoo ERP Self Hosted

Chat Assignee Updated
Triggers when chat assignee is updated.
Trigger
Instant
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Chat Status Updated
Triggers when chat status is updated.
Trigger
Instant
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Customer Tags Updated
Triggers when customer tags are updated.
Trigger
Instant
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New Chat Created
Triggers when a new chat is created.
Trigger
Instant
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- Customer Email
  Required
- Customer Name
- Customer Phone
- User ID
Action
Write

- Customer Email
  Required
- User ID
- Customer Name
- Customer Phone
Action
Search or write
- Database
  Required
Trigger
Polling
Try It

- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

Chat Closed
Triggers when chat is closed.
Trigger
Instant
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Customer Email Updated
Triggers when customer email is updated.
Trigger
Instant
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Customer Unsubscribed
Triggers when a customer is unsubscribed.
Trigger
Instant
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New Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
- Customer Email
- User ID
Action
Search
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

About HelpCrunch

HelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.

HelpHelp

Related categories

Customer Support

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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