Integrate Odoo CRM with Zoho Books

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Zoho Books

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About Odoo CRM

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.

About Zoho Books

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
Zoho Books Alternatives

Looking for the Zoho Books Alternatives? Here is the list of top Zoho Books Alternatives

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Best Odoo CRM and Zoho Books Integrations

  • Odoo CRM Integration Zoho Books Integration

    Odoo CRM + Zoho Books

    Create Contact to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoho Books Integration Create Contact
  • Odoo CRM Integration Zoho Books Integration

    Odoo CRM + Zoho Books

    Create Sales Invoice to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoho Books Integration Create Sales Invoice
  • Odoo CRM Integration Zoho Books Integration

    Odoo CRM + Zoho Books

    Create Item to Zoho Books from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoho Books Integration Create Item
  • Odoo CRM Integration Zoho Books Integration

    Odoo CRM + Zoho Books

    Update Contact in Zoho Books when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoho Books Integration Update Contact
  • Odoo CRM Integration Zoho Books Integration

    Odoo CRM + Zoho Books

    Create Contact to Zoho Books from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Zoho Books Integration Create Contact
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{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 CRM + Zoho Books in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Create/Update Contact

    Create and Updates an existing contact.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

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

How Odoo CRM & Zoho Books Integrations Work

  1. Step 1: Choose Odoo CRM 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 Books 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 CRM to Zoho Books.

    (2 minutes)

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

Integration of Odoo CRM and Zoho Books

  • Odoo
  • 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

    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.

    Integration of Odoo CRM and Zoho Books

    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.

    Benefits of Integration of Odoo CRM and Zoho Books

    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.