Connect Odoo CRM and Zendesk to unlock the power of automation
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Set up your first integration
Quickly connect Odoo CRM to Zendesk with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Zendesk - 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 Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Delete User" in Zendesk.
You’re connected!
Zapier seamlessly connects Odoo CRM and Zendesk, 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 Lead
Triggers on a new lead.
Try ItTriggerPolling - New Group
Triggers when a new group is created.
Try ItTriggerPolling - ViewRequired
Try ItTriggerPolling
- Create Lead
Creates a lead.
ActionWrite - TagsRequired
Try ItTriggerPolling- Organization
Try ItTriggerPolling- New Organization
Triggers when a new organization is created.
Try ItTriggerPolling
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Connect Odoo CRM and Zendesk 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
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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 Odoo CRM on the Zapier blog
Learn how to automate Zendesk on the Zapier blog
Frequently Asked Questions about Odoo CRM + Zendesk integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Zendesk
How do I set up the integration between Odoo CRM and Zendesk?
To set up the integration, begin by logging into both your Odoo CRM and Zendesk accounts. Use our platform to initiate a new Zap, choosing Odoo CRM as your trigger app and selecting a specific event like 'New Lead' or 'Updated Opportunity'. Next, choose Zendesk as your action app with an action such as 'Create Ticket'. Configure the fields as necessary to complete the setup.
What triggers in Odoo CRM can I use to create actions in Zendesk?
In Odoo CRM, you can use triggers such as 'New Lead', 'Contact Updated', 'Opportunity Stage Changed', or 'Note Added'. These triggers can prompt actions in Zendesk like creating a new ticket, updating an existing ticket, or adding a comment to a ticket.
Can I customize the fields that are sent from Odoo CRM to Zendesk during the integration?
Yes, you can customize which fields are sent from Odoo CRM to Zendesk. During the setup of your Zap, you'll be able to map fields such as name, email, phone number, and additional custom fields from Odoo CRM directly into corresponding fields in Zendesk tickets.
Is it possible to have bi-directional updates between Odoo CRM and Zendesk?
While our platform primarily facilitates one-way data transfers when setting up Zaps from Odoo CRM to Zendesk or vice-versa, you would need to create two separate Zaps for bi-directional updates – one for each direction.
How do I update a ticket in Zendesk when an opportunity is won in Odoo CRM?
To update a ticket when an opportunity is marked as won in Odoo CRM, select 'Opportunity Won' as your trigger. Then choose your action in Zendesk (such as updating a ticket) and map any necessary fields such as status or priority level changes.
What actions can be triggered in Zendesk by events occurring in Odoo CRM?
Events such as creation of new leads or updates on existing opportunities in Odoo CRM can trigger various actions in Zendesk like opening new tickets, updating customer information on existing tickets, or setting reminders for follow-ups.
Do I need any special permissions within my applications to enable this integration?
Yes, ensure you have administrator permissions on both applications. Administrative access is required to allow our service to interface with both applications smoothly during setup and execution of automated workflows.
