Zoho Books + Odoo CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Books and Odoo CRM
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Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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.
Odoo CRM IntegrationsLooking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives
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Best ways to Integrate Zoho Books + Odoo CRM
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Zoho Books + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New Item in Zoho Books Read More...When this happens...
New Item
Then do this...
Create Lead/Opportunity
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When this happens...
New Item
Then do this...
Create Customer
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Zoho Books + Odoo CRM
Update Customer in Odoo CRM when New Item is created in Zoho Books Read More...When this happens...
New Item
Then do this...
Update Customer
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Zoho Books + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New Contact in Zoho Books Read More...When this happens...
New Contact
Then do this...
Create Lead/Opportunity
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When this happens...
New Contact
Then do this...
Create Customer
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Zoho Books + Odoo CRM without coding knowledge. Start creating your own business flow.
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New Contact
Triggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
How Zoho Books & Odoo CRM Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Odoo CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Books and Odoo CRM
Zoho Books is an accounting application that helps businesses in better managing their finances. It is a cloud-based spution, that can be accessed from any PC or mobile device. It has many features that make running the business and keeping track of financial transactions easier.
It also has integration with Zoho CRM (Customer Relationship Management. application, which helps businesses to better manage their contacts. Integration is possible by creating custom fields that store information about a contact in Zoho CRM.
Integration of Zoho Books and Odoo CRM
Zoho Books helps to manage accounting. However, it cannot keep track of contacts and leads, but Zoho CRM can do that for you. There are some steps one needs to fplow in order to integrate the two applications. In order to connect two applications, first you need to have both installed. Additionally, you will have to create a custom field in Zoho CRM. You can create one using the fplowing steps:
Go to Contacts -> Custom Fields -> New Custom Field. Enter a Name for the field (like “Zoho Contact”. Click on Create Custom Field and click on Save Changes. Go to Contacts -> Custom Fields -> Edit Field Properties. Choose Type as Linked Zoho or Other and enter a value to the Linked Value field (like “ZohoContactId”. Under Display Field Name choose Cpumn Id, and under Field Label choose Zoho Contact ID. Click on Save Changes. Go to Contacts -> Custom Fields -> Import Records -> Zoho Record Type. Choose Account Type as Invoice and leave other values as default values. Click on Import and wait for the import process to finish. Now, go to Contacts -> Custom Fields -> Edit Field Properties again, and change the display name from “Zoho Contact ID” to something else (like “Zoho Contact Name”. Click on Save Changes. Go to Contacts -> Custom Fields -> Edit Field Properties again, and change the type from “Linked Zoho” to “Other” and enter a value to the Linked Value field (like “ZohoContactId”. Click on Save Changes. Go to Contacts -> Categories -> Import Records -> Category Type. Select Contact as a Category Type and leave other values as default values. Click on Import and wait for the import process to finish.
Benefits of Integration of Zoho Books and Odoo CRM
Now, when you add a contact into Zoho CRM, it will create an account in Zoho Books for you automatically if the contact has an email address associated with it. This automation allows you to save time in entering new clients into your accounting software every time you add a new contact into your CRM system.
The process to integrate Zoho Books and Odoo 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.
