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Odoo CRM + Zoho CRM Integrations

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

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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 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.

Zoho CRM Integrations
Zoho CRM Alternatives

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

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Odoo CRM + Zoho CRM

  • Odoo CRM Zoho CRM

    Odoo CRM + Zoho CRM

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

    Odoo CRM + Zoho CRM

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

    Odoo CRM + Zoho CRM

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

    Odoo CRM + Zoho CRM

    Add Attachment in Zoho CRM when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho CRM Add Attachment
  • Odoo CRM Zoho CRM

    Odoo CRM + Zoho CRM

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

    Odoo CRM + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + Zoho CRM 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 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.)

How Odoo CRM & Zoho CRM 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 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 CRM to Zoho CRM.

    (2 minutes)

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

Integration of Odoo CRM and Zoho CRM

Hello everyone, this is my second blog post. In this blog post, I am going to talk about the Odoo CRM and Zoho CRM integration. I have been working with Odoo for a year now. Zoho is a popular web application that I have been using for a long time. I have seen many companies using both of these products separately. In this blog post, I am going to talk about how I integrated these two products together to make my life easier.

Integration of Odoo CRM and Zoho CRM

I first started off by creating an account in Odoo. It took me some time to set up an Odoo project for me for this integration. Once I was done with the project setup, I made sure that I had all the necessary apps like Calendar, Human Resources, etc.

Then I created an account in Zoho. Creating an account is very easy on Zoho; it took me some time to set up an app in Zoho. Once I was done with the app creation, I needed to find the API key. The API key will be shared between Odoo and Zoho so that they can talk to each other. To get the API key, go to your Zoho app and then open the admin panel which you will find on the left side. Click on APIs & Integrations option. A popup will open up where you need to click on the Generate API Key button. That’s it! You will get your API key there.

Now let’s move forward and integrate the Odoo CRM and Zoho CRM together. To do that, you need to create a task in Zoho CRM. Click on Tasks option present on the sidebar of Zoho CRM. Click on “Create Task” button to create a new task. Click on Task Details tab to edit the task name. Give it a name like “Integration of Odoo CRM and Zoho CRM” or something like that. Click on Tags & Notes tab to add tags and notes if you want to make any. Then click on Add Recipient button to add recipients inside the task. Click on Recipients tab to add recipients inside the task. Click on Add Team Member button to add members into the task team. Click on Members tab to add members into the task team. Click on Assignee button to assign tasks to people who are apart of the task team. Click on Assignees tab to assign tasks to people who are apart of the task team. Click on Add Comment button to add comments related to the task inside the task details page. Click on Comments tab to add comments related to the task inside the task details page. Click on Done Editing button to save changes made inside the task details page.

Once everything is done, click on Save button to save all changes made inside the task details page. Now you can see that you have added all the necessary information inside the task details page for this integration task. This is what it looks like after all information has been added inside the task details page:

Now let’s go over to Odoo CRM now and open up your project where you have your Business process defined(which is located under Setup menu. On the left side of the screen, click on Apps option present there; it will make all apps visible which are available in Odoo CRM project. Then click on Add App button; another popup will open up where you need to select Zoho CRM app from there and then click on Add App button again; Zoho CRM app will then be added into your project as shown below:

Once you have added Zoho CRM app into your project, click on Manage link present next to Zoho CRM app; it will open up another popup where you need to select Workflow option from there and then click on Add Workflow link; another popup will open up where you need to give it a name like “Integration with Odoo CRM” or something like that and then click on Create Workflow link; another popup will open up where you need to select Trigger action from Dropdown box and then select “Task completed” option from it; then click on Create Workflow link; another popup will open up where you need to select Actions option from Dropdown box and then select “Update data in CRM” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Update data in CRM” or something like that and then click on Create Workflow link; another popup will open up where you need to select Object option from Dropdown box and then select “Custom object” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Update data in Custom object” or something like that and then click on Create Workflow link; another popup will open up where you need to select Search criteria option from Dropdown box and then select “Name” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Search Name” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Title” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Title” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Body” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Body Title” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Body” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Body Body” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Assignee Name” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Assignee Name” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Assignee Email” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Assignee Email” or something like that and then click on Create Workflow link; another popup will open up where you need to select Object option from Dropdown box and then select “Device” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Assign Device” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Type” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Assign Device Type” or something like that and then click on Create Workflow link; another popup will open up where you need to select Field value option from Dropdown box and then select “Name” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Assign Device Type Name” or something like that and then click on Create Workflow link; another popup will open up where you need to select Condition operator options form Dropdown box and then select “Equals” option from it; then click on Create Workflow link; another popup will open up where you need to give it a name like “Equals” or something like that and then click on Create Workflow link; another popup will open up where you need to select Condition value options form Dropdown box and then choose “Always true (Yes)” option from it; then click on Create Workflow link; another popup will open up

The process to integrate Odoo CRM 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.