Helpdesk CRM Integration
by Viindoo
| Lines of Code | 769 |
| Technical name | viin_helpdesk_crm |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_helpdesk_crm |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 18.0 |
| Required Apps | CRM (crm) Discuss (mail) Calendar (calendar) Contacts (contacts) |
| Included Dependencies | Helpdesk Viindoo Base |
The ticket that turned out to be an opportunity
A lead or opportunity on the ticket, a ticket count on the opportunity, and one click between them.
Helpdesk CRM Integration (technical name viin_helpdesk_crm) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for support agent, salesperson, manager, customer.
At a Glance
The facts of Helpdesk CRM Integration, version 0.1, in one place. Published by Viindoo.
How It Works
Two records, one link.
The ticket knows the opportunity
One field, filled when the connection is known.
The opportunity knows its tickets
The count and the button - sales sees what support has been handling.
The desk is unchanged
Stages, SLA and teams stay exactly as they were.
What You Get
A Lead/Opportunity field on the ticket
A Tickets count and button on the lead or opportunity
One click in either direction
Works for leads and opportunities alike
Nothing changes about stages, teams or the pipeline
No configuration
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Tickets
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
Turning a complaint into a deal is a sales decision.
A ticket touching two deals is two tickets, which also reports better.
The link is a reference, not an access grant.
Contact identity stays the contact's.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Helpdesk CRM Integration?
Support agent
Sees that a deal depends on this ticket.
Salesperson
Reads the tickets behind a stalled opportunity.
Manager
Spots the accounts whose support load is costing sales.
Customer
Stops repeating themselves to two teams.
Frequently Asked Questions
What does Helpdesk CRM Integration do?
A lead or opportunity on the ticket, a ticket count on the opportunity, and one click between them.
What does Helpdesk CRM Integration not do?
It does not create opportunities from tickets. Turning a complaint into a deal is a sales decision. One lead per ticket. A ticket touching two deals is two tickets, which also reports better. It does not share the pipeline with support. The link is a reference, not an access grant. It does not merge customers. Contact identity stays the contact's.
Who is Helpdesk CRM Integration for?
Support agent: Sees that a deal depends on this ticket. Salesperson: Reads the tickets behind a stalled opportunity. Manager: Spots the accounts whose support load is costing sales. Customer: Stops repeating themselves to two teams.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: viin_helpdesk, crm. Odoo installs them with it.
How do I set it up?
Two records, one link.
What works well with it?
Helpdesk (viin_helpdesk): The desk this links to CRM. Helpdesk and Sales (viin_helpdesk_sale): The order side of the same ticket. CRM extensions (viin_crm): The pipeline it connects to.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_helpdesk_crm; pre-sales questions go to sales@viindoo.com.
See Helpdesk CRM Integration in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_helpdesk.all_tickets_action
Need help with Helpdesk CRM Integration?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1 - Latest on the 17.0 line
- The ticket count on the opportunity opens exactly the tickets linked to it.
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_crm.
- Press Install.
How to use
Instruction video: Helpdesk CRM Integration
1. Create and manage Support Ticket on the Lead/Opportunity view.
On the Lead/Opportunity view, you can create the support ticket by pressing the Create Ticket button.
After creating the support ticket, the system will show the number of support tickets relating to this lead/opportunity on the Ticket button.
2. Convert Lead/Opportunity into Support Ticket.
On the Lead/Opportunity view, press the Convert to Ticket button. Afterward, the lead/opportunity will be auto-archived.
3. Create and manage Lead/Opportunity on the Support Ticket view.
On the Ticket view, show the Lead/Opportunity field. You can select an existing lead/opportunity or create a new one.
Fill in the similar information as when you create support ticket, press Save to finish.
4. Add the Lead/Opportunity filter to the Tickets Report.
Navigate to Helpdesk > Reporting > Tickets Report, select the Lead/Opportunity filter to see the related tickets.
You can refer to the Steps to integrate other application with CRM article.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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