Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.Zoho Books Integrations
Odoo CRM + Zoho BooksCreate Contact to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zoho BooksCreate Sales Invoice to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zoho BooksCreate Item to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Zoho BooksUpdate Contact in Zoho Books when New Lead/Opportunity is created in Odoo CRM Read More...
It's easy to connect Odoo CRM + Zoho Books without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Create and Updates an existing contact.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Odoo is an open source ERP software that has features like customer relationship management, project management, accounting, and inventory. It is written in Python programming language.
Zoho Books is a free online bookkeeping service from Zoho. It is suitable for tracking expenses and income. It allows users to create invoices and manage accounts payable.
Odoo can be integrated with Zoho Books through API’s for the benefit of users. This integration will be useful for businesses that have their own accounting software but do not have a customer relationship management system. The users of these businesses can integrate Zoho Books with their accounting system so that they can see their sales revenue and expenses on one platform. They can also view their customer information, client orders, and vendor information all in one place.
There are several benefits of integrating Zoho Books with Odoo CRM. One of the benefits is that end-users can now have access to multiple online bookkeeping sputions without installing any third-party software or web applications. Businesses with high vpume of transactions can use this integration to streamline their workflows and save time and money. Another benefit is that business owners will now be able to manage their accounting information and customer relationships on a single platform. This way, they will be able to better streamline their financial processes and boost their bottom line. With the help of this integration, business owners will be able to eliminate duplicate data entry for transactions which will help them save time as well.
Overall, integration of Odoo CRM and Zoho Books can be beneficial for businesses that want to manage their customer relationships and accounting information within a single platform. This integration will help business owners save time and increase efficiency while decreasing the likelihood of human error.
The process to integrate Odoo CRM and Zoho Books 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.