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Zoho Expense + Odoo CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

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 Integrations
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Best ways to Integrate Zoho Expense + Odoo CRM

  • Zoho Expense Odoo CRM

    Zoho Expense + Odoo CRM

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

    Zoho Expense + Odoo CRM

    Create Customer to Odoo CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Odoo CRM Create Customer
  • Zoho Expense Odoo CRM

    Zoho Expense + Odoo CRM

    Update Customer in Odoo CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Odoo CRM Update Customer
  • Zoho Expense Odoo CRM

    Zoho Expense + Odoo CRM

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

    Zoho Expense + Odoo CRM

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

    Zoho Expense + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip is created.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Zoho Expense & Odoo CRM Integrations Work

  1. Step 1: Choose Zoho Expense 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 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 Zoho Expense to Odoo CRM.

    (2 minutes)

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

Integration of Zoho Expense and Odoo CRM

Zoho Expense

Zoho Expense is a web-based expense management system developed by Zoho Corporation. It enables employees to record, track and claim their business expenses through their computers or mobile devices. The platform allows users to upload receipts digitally, along with any details or comments. The application also provides an interface for users to fplow up on reimbursements with their managers.

Odoo CRM

Odoo is a free open source suite, which provides business management functionality via a Web based application. It caught the attention of the public when it was used by Barack Obama's presidential campaign in 2008, that was later nicknamed "Obama's ground-game". Odoo has been described as Salesforce.com running in the Cloud.

Integration of Zoho Expense and Odoo CRM

Zoho Expense & Odoo CRM are both cloud-based applications so integration is very easy. You can easily integrate these two applications in just few steps. Here are the steps invpved in integrating Zoho Expense with Odoo CRM.

Step 1 . First you have to connect Zoho Expense application with Odoo CRM. To do that you have to sign in to your zoho account. Then click on “Connectivity” option located at top right side corner of your screen. Once you click on it it will lead you to next page where you will see various connectors available for different applications like Salesforce, Google Apps etc. Now click on “Other” option present at bottom of the list and select “Odoo” option present under “Unsupported Integrations” section. You will be redirected to next page where you will see “Connect to Odoo” option. Click on this option and provide data like API Key, API Secret, Domain Name, Contact Person etc. Now click on “connect” button present at bottom of the page. Once you click on it it will display “Successfully connected” message on your screen. You can check this by clicking on “Settings” tab present at top of the screen and choose “Integrations” option from left side menu. Then you can see Odoo under “Connected Applications” section. Repeat the process for Odoo CRM application also.

Step 2 . Create custom fields in Zoho Expense application for integration with Odoo CRM application. To create custom fields you have to go to settings tab present at top of your screen and choose “Custom Fields” option from left side menu. Then you can create custom fields in Zoho Expense application for integration with Odoo CRM application. For example you want custom field called ClientName in Zoho Expense application then you have to create a custom field in Zoho Expense application with name “ClientName” and type as picklist and save changes. In this way you can create custom fields in Zoho Expense application for integration with Odoo CRM application. It is important to create custom fields in Zoho Expense application for integration with Odoo CRM application otherwise Odoo CRM application will not be able to fetch required information from Zoho Expense application during synchronization process which will lead to error messages in Odoo CRM application.

Step 3 . Add custom fields created in Step 2 into Odoo CRM application for synchronization between both applications. To add custom fields into Odoo CRM application for synchronization between both applications fplow these steps:

Login to Odoo CRM application and go to settings tab present at top of your screen and choose “Integrations” from left side menu. Then from right side menu choose “Zoho Expense” from “Connected Apps” section and then click on “Edit” button present under “Integration parameters” section. Choose “Custom Field Synchronization” tab and then click on “Add Field(s)…” button present at bottom of the page. Now provide data like Field Name, Field Type and Field Label and click on "Save" button present at bottom of the page. It will add all custom fields added in Step 2 into Odoo CRM application for synchronization between both applications. But if you want to add only specific custom fields then fplow these steps. Login to Odoo CRM application and go to settings tab present at top of your screen and choose “Integrations” from left side menu. Then from right side menu choose “Zoho Expense” from “Connected Apps” section and then click on “Edit” button present under “Integration parameters” section. Choose “Custom Field Synchronization” tab and then click on "Add Field(s..." button present at bottom of the page. Now add only specific custom fields added in Step 2 into Odoo CRM application for synchronization between both applications by providing data like Field Name, Field Type and Field Label and click on "Save" button present at bottom of the page. Repeat the same steps for all custom fields added in Step 2 into Zoho Expense application for integration with Odoo CRM application.

Step 4 . Now go to Settings tab present at top of your screen and choose “Integrations” from left side menu and then click on “Odoo Sync” option under “Connected Apps” section. From right side menu choose “Default Sync Schedule” option and change it according your need if it is not set as per your requirement already. Once this step is complete now you are ready to start synchronization process between both applications by fplowing these steps. Go to Settings tab present at top of your screen and choose “Integrations” option from left side menu and then choose “Odoo Sync” option under “Connected Apps” section. Then click on "Run" button present at bottom of the page to start synchronization process between both applications which will take some time depending upon number of records present in Zoho Expense application . For example if there are 50 records present in Zoho Expense application then it will take about one minute to synchronize data between both applications but if there are 10,000 records present in Zoho Expense application then it will take about 10 minutes to synchronize data between both applications once synchronization process begins there will be progress bar displayed beside “run” button which will indicate that synchronization process is underway between both applications . After completion of synchronization process between both applications sync icon will be displayed beside “run” button which indicates that synchronization process is successfully completed between both applications . Once this step is complete now you are ready to use data fetched from Zoho Expense application in Odoo CRM application for further use.

Step 5 . Now you have successfully integrated Zoho Expense with Odoo CRM application by creating custom fields in Zoho Expense application for integration with Odoo CRM application, adding custom fields created in Step 2 into Odoo CRM application for synchronization between both applications after which you have started synchronization process between both applications by fplowing these steps. Go to Settings tab present at top of your screen and choose “Integrations” option from left side menu . Then choose "Odoo Sync" option under "Connected Apps" section . Then click on "Run" button present at bottom of the page . Once synchronization process between both applications begins there will be progress bar displayed beside "run" button which indicates that synchronization process is underway between both applications . After completion of synchronization process between both applications sync icon will be displayed beside "run" button which indicates that synchronization process is successfully completed between both applications . Now you have successfully integrated Zoho Expense with Odoo CRM application so now you can use data fetched from Zoho Expense application in Odoo CRM application for further use according to your requirements .

Benefits of Integration of Zoho Expense and Odoo CRM

The process to integrate Zoho Expense 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.