$ 28.02
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies |
sync_helpdesk
|
| Technical Name |
sync_helpdesk_lead
|
| License | OPL-1 |
| Technical Name |
sync_helpdesk_lead
|
| License | OPL-1 |
Introduction
This Odoo module enables seamless conversion of CRM leads into helpdesk tickets, automatically capturing all relevant lead information while preserving traceability. It empowers teams to streamline customer support initiation directly from sales leads, ensuring efficient collaboration, transparent ticket origin tracking, and structured performance analysis within unified workflows.
Key Features
Convert CRM leads directly into helpdesk tickets with a single action
Automatically carry over relevant lead information into newly created tickets
Mark ticket origin as “Lead” to clearly distinguish their source
Track and analyze lead-related tickets using helpdesk reporting tools
Monitor ticket performance with pivot and graph views for data-driven insights
Benefits
Accelerates customer support initiation from CRM leads
Enhances traceability by preserving ticket origin and lead context
Improves collaboration between sales and support teams
Enables performance monitoring of lead conversion through built-in analytics
Reduces manual data entry by transferring lead details automatically
Compatibility & Technical Details
Technical Name: sync_helpdesk_lead
License: OPL-1 (Odoo Proprietary License)
Required Modules:
CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Installation Steps:
Ensure CRM, Calendar, Contacts, and Discuss modules are installed in Odoo.
Install this module in your Odoo instance.
Use the “Convert to Ticket” action within the lead interface to generate helpdesk tickets automatically.
Analyze performance of converted tickets using helpdesk reporting tools like pivot and graph views.
Odoo Proprietary License v1.0 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). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.