Integrate Odoo CRM with Zoho Sheet

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

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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 Sheet

Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.

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

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

It's easy to connect Odoo CRM + Zoho Sheet 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 Row

    Triggers when a new row is created in a specified worksheet.

  • New Workbook

    Triggers when a new workbook is created.

  • New Worksheet

    Triggers when a new worksheet is created in a specified workbook.

  • Updated Column

    Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Row

    Creates a new row in the specified worksheet.

  • Create Worksheet

    Creates a new worksheet in the specified workbook.

  • Delete Row

    Deletes a particular row based on its index.

  • Search Row

    Searches for a row/record in the specified worksheet based on some criteria.

  • Search and Delete Row

    Searches and then deletes a row based on some criteria

  • Search and Update Row

    Searches and then updates a row based on some criteria.

  • Update Row

    Updates a particular row based on its index.

How Odoo CRM & Zoho Sheet 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 Sheet 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 Sheet.

    (2 minutes)

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

Integration of Odoo CRM and Zoho Sheet

Odoo CRM

Odoo CRM is a business software that helps you automate sales, marketing, accounting, and customer service. It’s easy to install, configure and use. It’s a complete suite of integrated business applications. It helps in the growth of small and medium scale businesses by bringing together all the business functions under one roof.

It offers various modules including e-commerce, finance and accounting, customer services, help desk, human resources management, lead management, marketing campaign management, sales management and warehouse management.

Zoho Sheet

Zoho Sheet is a free online spreadsheet top with cplaboration features to work on spreadsheets at the same time as your team members. It has the ability to format cells, add formulas, perform calculations, create charts and graphs and much more. You can share with cpleagues, who can make comments in real time.

Integration of Odoo CRM and Zoho Sheet

With the help of integration, you can easily connect your Odoo CRM with your Zoho Sheet account in order to enrich your Zoho Sheet data with information from Odoo CRM.

The integration allows you to add an existing contact or leads from your Odoo CRM account into a new or existing sheet in your Zoho Sheet account. Once contacts are added, you can easily view your contact’s details in the spreadsheet, such as their name, email address, location, phone number and more. You can also view their activity history and notes associated with them in Zoho Sheet.

Benefits of Integration of Odoo CRM and Zoho Sheet

The benefits include:

With the integration of Odoo CRM and Zoho Sheet, there is no need for you to switch between multiple tops to access data for analysis. You can integrate your Odoo CRM and Zoho Sheet accounts to see all important data at one place. This integration will help you gain a better understanding of what’s happening in your business at any point of time.

You can focus on growing your business rather than spending time manually entering data into spreadsheets. The integration of Odoo CRM and Zoho Sheet allows you to automatically populate data into Zoho Sheets from Odoo CRM. Now you don’t have to spend hours copying data from one system to another. You can instead concentrate on growing your business.

The integration will enable you to bring all your customer data under one roof instead of having it scattered across multiple tops. With the integration of Odoo CRM and Zoho Sheet, you can now access all important customer information from one place i.e. Zoho Sheet. This integration will help you create powerful dashboards in Zoho Sheet with just a few clicks. These dashboards can be used for managing sales performance, customer retention and many other areas of the business.

The process to integrate Odoo CRM and Zoho Sheet 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