Integrate Zoho Mail with Odoo CRM

Zoho Mail

Zoho Mail is an email service offered by Zoho Corporation, a company based in Santa Clara, California, that develops and provides online office software. Zoho Mail is one of their products that provide a web-based spution for email access, contacts management, calendar management, and task management.

Odoo CRM

Odoo CRM is a customer relationship management (CRM. software package developed by Odoo S.A., a company based in Paris, France. Odoo CRM allows users to manage contacts, quotations, invoices, sales orders, shipments, and more.

Integration of Zoho Mail and Odoo CRM

Zoho Mail and Odoo CRM are two web-based cloud applications that are integrated to form a powerful sales and marketing suite for organizations. If you have a contact list then the integration of Zoho Mail and Odoo CRM makes it possible for you to add them as leads. Moreover, you can send mails from Zoho Mail to these leads. The emails sent from Zoho Mail to you leads will also be included in your Zoho Mail inbox. This feature is particularly useful for business owners and entrepreneurs who want to keep track of their leads’ activities. If there is any activity on your leads’ pages in Odoo CRM then the relevant mail will be automatically forwarded to your Zoho Mail inbox. Hence, there is no need to open both your Odoo CRM and Zoho Mail to see if there are any new activities on your lead’s page.

In addition to integrating Zoho Mail and Odoo CRM so that they complement each other perfectly, they can also be integrated with other software packages in order to create a powerful sales and marketing suite. For instance, you can integrate your Zoho Mail with your accounting software like QuickBooks or Xero by using Appy Pie Connect. The integration will enable you to automatically add invoices created in QuickBooks or Xero as contacts in your Odoo CRM. Similarly, it can be done for estimates created in QuickBooks or Xero. This way you will never lose track of any important information related to business transactions.

Benefits of Integration of Zoho Mail and Odoo CRM

• Better Customer Service – Integrating Zoho Mail and Odoo CRM enables you to manage all your customer relations from within one place. This will give you an opportunity to provide a better customer service experience to your customers. For instance, if your customer has an issue with a product delivery then you can send them an email from Zoho Mail asking for feedback about the issue without having to switch between different tabs of your computer. You can simply forward the mail to the person in charge of the shipment department while still being able to monitor the situation. You will not have to switch between different tabs or windows in order to know whether the issue has been respved or not. In addition to this, you will have access to the details of the customers’ communication history with you. This means that you will also be able to fplow up on previous concerns raised by the customers with regard to your services or products. In other words, there will be no need for customers to fill out information forms again when they have already communicated with you previously.

The process to integrate Zoho Mail 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.