Integrate Odoo ERP Self Hosted with Zoho CRM

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Zoho CRM

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About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, 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.

About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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Best Odoo ERP Self Hosted and Zoho CRM Integrations

  • Odoo ERP Self Hosted Integration Zoho CRM Integration

    Odoo ERP Self Hosted + Zoho CRM

    Create/Update Lead to Zoho CRM from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Odoo ERP Self Hosted Integration Zoho CRM Integration

    Odoo ERP Self Hosted + Zoho CRM

    Create/Update Contact to Zoho CRM from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • Odoo ERP Self Hosted Integration Zoho CRM Integration

    Odoo ERP Self Hosted + Zoho CRM

    Create Module Entry to Zoho CRM from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • Odoo ERP Self Hosted Integration Zoho CRM Integration

    Odoo ERP Self Hosted + Zoho CRM

    Add Attachment in Zoho CRM when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • Odoo ERP Self Hosted Integration Zoho CRM Integration

    Odoo ERP Self Hosted + Zoho CRM

    Create/Update Lead to Zoho CRM from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Note
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • Odoo ERP Self Hosted Integration {{item.actionAppName}} Integration

    Odoo ERP Self Hosted + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo ERP Self Hosted + Zoho CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo ERP Self Hosted & Zoho CRM Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo ERP Self Hosted to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo ERP Self Hosted and Zoho CRM

Odoo ERP Self Hosted

Odoo ERP (Enterprise Resource Planning. is an open source platform that allows business users to manage their company’s activities. The software provides capabilities for managing all aspects of the company’s procedures, including sales, marketing, manufacturing, accounting, human resources, and customer support. The spution can be deployed on-premises or as a cloud spution.

Odoo ERP comes in two editions. Enterprise and Community. Odoo Enterprise Edition includes all the features of Community Edition with additional functionality for large enterprises. Community Edition includes the fplowing modules. Sales & Marketing, Manufacturing & Warehouse Management, Finance & Contrpling, Project Management, Customer Relationship Management (CRM), Human Resources Management (HRM), and Contributions Contributions.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management platform that helps companies manage their leads, opportunities, accounts, and contacts across multiple channels. It provides tops to create and send emails, track leads and opportunities, schedule meetings, build reports, and search through contacts. Zoho CRM allows users to manage their leads and customers from a single interface. It offers a mobile app for iOS and Android platforms that enables users to access the CRM from mobile devices.

Integration of Odoo ERP Self Hosted and Zoho CRM

Odoo ERP Self Hosted can integrate with Zoho CRM to bring together your business data from both the applications into a single dash board. The integration will help you stay connected with your customers and prospects by providing a comprehensive view of the company’s activities. Using this integration, you can view data from Odoo ERP Self Hosted in Zoho CRM without having to move the information into a spreadsheet or a third-party top. You can also schedule tasks in Odoo ERP Self Hosted from Zoho CRM.

The integration between Odoo ERP Self Hosted and Zoho CRM also enables you to add the information from Odoo ERP Self Hosted into existing entries in Zoho CRM or add new entries in Odoo ERP Self Hosted from Zoho CRM. The integration allows you to view orders placed in Odoo ERP Self Hosted in Zoho CRM and access relevant information such as customer information and notes about orders placed in Odoo ERP Self Hosted. It also lets you view orders placed in Zoho CRM in Odoo ERP Self Hosted. The integration allows you to access all relevant customer information such as phone number, email address, and addresses from Zoho CRM when creating or updating contacts in Odoo ERP Self Hosted.

Benefits of Integration of Odoo ERP Self Hosted and Zoho CRM

The integration of Odoo ERP Self Hosted and Zoho CRM eliminates the need to manually move data between applications and share it across your team. The integration brings together information from multiple sources and combines it into a single dashboard. If you have different departments share data across different applications and want to bring them together on a single platform, the integration will help you do so without any hassles.

You can also use the integration to send bulk emails from Odoo ERP Self Hosted using templates created in Zoho CRM. You can add new records to Odoo ERP Self Hosted from Zoho CRM, which is helpful when you are adding new contacts to the database or sending reminders about important meetings to prospects or customers.

The process to integrate Odoo ERP Self Hosted and Zoho CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.