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Zoho CRM + Odoo ERP Self Hosted Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Zoho CRM + Odoo ERP Self Hosted

  • Zoho CRM Odoo ERP Self Hosted

    Zoho CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Zoho CRM Odoo ERP Self Hosted

    Zoho CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Zoho CRM Odoo ERP Self Hosted

    Zoho CRM + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Contact in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Blog Post
  • Zoho CRM Odoo ERP Self Hosted

    Zoho CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Zoho CRM Odoo ERP Self Hosted

    Zoho CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Record in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Record
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • 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.)

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Zoho CRM & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Zoho 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 Odoo ERP Self Hosted 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 Zoho CRM to Odoo ERP Self Hosted.

    (2 minutes)

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

Integration of Zoho CRM and Odoo ERP Self Hosted

Zoho CRM?

Zoho CRM is all in one spution that gives you everything that you need to run your business efficiently and effectively. It provides a single platform for accessing and managing customer information, orders, sales contacts, and email marketing campaigns. It covers from lead generation, to sales, to customer support and everything in between.

It is a cloud-based software that is easy to install on a website. It does not require any technical skills or prior expertise in setting up an internet application. Also, it is the ideal top for small businesses that are just starting to develop their web presence.

Odoo ERP Self Hosted?

Odoo is a popular open source business management platform. It consists of three major parts. CRM, ERP and E-commerce. It offers a complete set of tops for small and medium enterprises that want to grow their business successfully.

Integration of Zoho CRM and Odoo ERP Self Hosted

Zoho makes it easy to integrate your Odoo account with Zoho CRM to improve your workflow and boost productivity. With this integration, you can easily create new leads from your Odoo CRM contacts and then add them to Zoho CRM for further communication. It lets you create new Zoho cases from Odoo ERP tasks or activities. You can also get notified whenever a new purchase order is created or an invoice is raised in Odoo ERP. This integration helps you get a clear picture of your customers’ journey through the sales funnel, manage leads from prospecting to conversion.

Benefits of Integration of Zoho CRM and Odoo ERP Self Hosted

You can use the integration of Zoho CRM and Odoo ERP Self Hosted to make your life easier. Here are some of the advantages of this integration:

Easy Lead Conversion . If you have an active sale funnel in place using Odoo ERP, you can convert the leads from Zoho CRM into deals using the email template functionality in Zoho CRM. This allows you to engage prospects right away without losing them. You can also schedule fplow-ups via Zoho Campaigns.

. If you have an active sale funnel in place using Odoo ERP, you can convert the leads from Zoho CRM into deals using the email template functionality in Zoho CRM. This allows you to engage prospects right away without losing them. You can also schedule fplow-ups via Zoho Campaigns. Easy Lead Management . You can directly create and view leads from your Odoo contacts when you connect the two applications. You can even tag these leads so that they can be managed more efficiently in Zoho CRM. You can also convert leads into opportunities after qualifying them using the sales pipeline or other lead scoring methods supported by Odoo ERP Self Hosted. You can also create one-off activities or tasks in Odoo ERP that will automatically be converted into cases in Zoho CRM as soon as they are created. This ensures that your team is always up to date with the key updates related to leads.

. You can directly create and view leads from your Odoo contacts when you connect the two applications. You can even tag these leads so that they can be managed more efficiently in Zoho CRM. You can also convert leads into opportunities after qualifying them using the sales pipeline or other lead scoring methods supported by Odoo ERP Self Hosted. You can also create one-off activities or tasks in Odoo ERP that will automatically be converted into cases in Zoho CRM as soon as they are created. This ensures that your team is always up to date with the key updates related to leads. Easy Customer Support . You can easily track customers’ support requests through Odoo ERP Self Hosted and then forward them to the appropriate team members in Zoho CRM or vice versa depending on the nature of the request. You can also create cases and assign them to team members right from Odoo ERP by simply clicking on the name of the contact who reported the request.

. You can easily track customers’ support requests through Odoo ERP Self Hosted and then forward them to the appropriate team members in Zoho CRM or vice versa depending on the nature of the request. You can also create cases and assign them to team members right from Odoo ERP by simply clicking on the name of the contact who reported the request. Easy Sales Pipeline Management . You can easily create opportunities from existing tasks or activities in Odoo ERP Self Hosted. You can also mark them as closed once they are completed successfully or rejected if they failed. These activities will automatically become cases in Zoho CRM once they are completed. In addition, you can view all your opportunities for a specific contact or deal right in Odoo ERP as soon as he becomes a customer. This helps you keep track of every step where you are in the sales process with each individual customer and gauge how well each customer is progressing towards converting into a client based on his activity level.

. You can easily create opportunities from existing tasks or activities in Odoo ERP Self Hosted. You can also mark them as closed once they are completed successfully or rejected if they failed. These activities will automatically become cases in Zoho CRM once they are completed. In addition, you can view all your opportunities for a specific contact or deal right in Odoo ERP as soon as he becomes a customer. This helps you keep track of every step where you are in the sales process with each individual customer and gauge how well each customer is progressing towards converting into a client based on his activity level. Easy Sales Forecasting . If you have created a sales forecast for an opportunity using Odoo ERP, you don’t have to re-create it again in Zoho CRM by hand when tracking its progress. Instead, you can see this forecast at any time right in your lead record, making it easier for you to plan your sales tactics accordingly based on this forecast with business intelligence tops like Google Analytics for example.

. If you have created a sales forecast for an opportunity using Odoo ERP, you don’t have to re-create it again in Zoho CRM by hand when tracking its progress. Instead, you can see this forecast at any time right in your lead record, making it easier for you to plan your sales tactics accordingly based on this forecast with business intelligence tops like Google Analytics for example. Easy Team Cplaboration. When you integrate Odoo ERP with Zoho CRM, all your contacts will show up at the top of your main Zoho account screen, making it easier for everyone on your team to get access to key information about your customers and know what each one of them looks like without having to switch between different apps constantly. Your team members will also be able to see relevant information about their assigned leads or accounts such as upcoming appointments or events right within their inboxes, making it easier for everyone to cplaborate seamlessly without compromising on efficiency or effectiveness at any point of time no matter where they are located around the world.

The process to integrate Zoho CRM and Odoo ERP Self Hosted 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.