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Unify sales and accounting: automatically create Odoo invoices from new Zendesk Sell deals, centralizing financial data. Latenode's visual editor and affordable pricing make complex workflows simple and scalable, while JavaScript support allows custom logic.
Connect Odoo and Zendesk Sell in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Zendesk Sell
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Zendesk Sell will be your first step. To do this, click "Choose an app," find Odoo or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Odoo node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Odoo
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Zendesk Sell
Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Odoo and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Odoo and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zendesk Sell
Trigger on Webhook
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Odoo
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Zendesk Sell, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Odoo and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Odoo and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Zendesk Sell + Odoo + Slack: When a deal is updated to a closed status in Zendesk Sell, a new contact is created in Odoo, and a notification is sent to the sales team in Slack.
Zendesk Sell + Odoo + Google Sheets: When a deal is updated in Zendesk Sell, the details are used to update product sales data in Google Sheets. Odoo inventory data is then periodically synced to the same Google Sheet.
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups β all in a scalable, low-code environment.
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How can I connect my Odoo account to Zendesk Sell using Latenode?
To connect your Odoo account to Zendesk Sell on Latenode, follow these steps:
Can I synchronize contacts between Odoo and Zendesk Sell?
Yes, you can! Latenode allows seamless contact synchronization, ensuring your sales and operations teams always have up-to-date customer information, improving efficiency and collaboration.
What types of tasks can I perform by integrating Odoo with Zendesk Sell?
Integrating Odoo with Zendesk Sell allows you to perform various tasks, including:
How easily can I customize Odoo integrations with Latenode?
Latenode provides a no-code visual editor, JavaScript support, and AI blocks for deeply customized Odoo and Zendesk Sell workflows, adapting to your unique needs.
Are there any limitations to the Odoo and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: