Integrate Odoo CRM with Zoho Connect

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

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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 Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

Want to explore Odoo CRM + Zoho Connect quick connects for faster integration? Here’s our list of the best Odoo CRM + Zoho Connect quick connects.

Explore quick connects
Connect Odoo CRM + Zoho Connect in easier way

It's easy to connect Odoo CRM + Zoho Connect 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 Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

How Odoo CRM & Zoho Connect 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 Connect 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 Connect.

    (2 minutes)

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

Integration of Odoo CRM and Zoho Connect

Odoo CRM is a cloud-based enterprise management software spution. This helps organizations to bring all their data together, automate repetitive tasks and connect with their customers.

Zoho Connect is the mobile app that allows users to access and update data from anywhere in real time. Zoho Connect is available for Android phones, iOS and Windows phones, tablets and desktops.

Integration of Odoo CRM and Zoho Connect

The integration of Odoo CRM and Zoho Connect will allow organizations to:

Increase sales

Streamline processes

Create best customer experience

  • Increase sales

Integrating Odoo CRM and Zoho Connect can help organizations increase sales. It allows the organizations to connect with their customers wherever they are, whenever they want. That’s because the clients can check out the latest products, services or information about the company on their phones or any other device. This way, the customers get to know their requirements before reaching out to the store. Moreover, this also helps them to buy more as they can also look at the prices of various products. Hence, it increases sales.

  • Streamline processes

In addition, integrating Odoo CRM and Zoho Connect can also help streamline business processes. For example, if an organization wants to send out a newsletter, it can be done using Odoo CRM and Zoho Connect. Once the email template is ready in Odoo CRM, it can be used in Zoho Connect without any additional work.

Similarly, if an organization wants to send out product updates or information about its service offerings, it can do so easily through Zoho Connect. This helps to save time and effort of the workers by automating repetitive tasks. Such automation also cuts down costs. It allows organizations to focus on more important things like handling customer issues or other strategic aspects of business that require human intervention.

  • Create best customer experience

Integrating Odoo CRM and Zoho Connect can create best customer experiences for both organizations and their customers. For example, if a customer calls up an organization for any query or just to enquire about something, instead of getting a call back from some worker (which may or may not be able to answer the query), the customer gets his query answered through Zoho Connect. The customer can directly interact with representatives who work on the company’s website using the chat feature that is integrated in Odoo CRM and Zoho Connect. This helps the customer get his query handled faster and better while also saving time of the workers at the company who otherwise would have been answering such queries individually over phone calls.

In conclusion, there is a lot of scope for integrating Odoo CRM and Zoho Connect together. Such integration will help organizations save time and money while also helping them grow their business faster and better than ever before!

The process to integrate Odoo CRM and Zoho Connect 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm