Integrate Zoho Sheet with Odoo CRM

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

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About Zoho Sheet

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

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.

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

Explore quick connects

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Connect Zoho Sheet + Odoo CRM in easier way

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

  • Triggers
  • 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.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • 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.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Zoho Sheet & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Sheet and Odoo CRM

Zoho Sheet

Zoho Sheet is a web-based spreadsheet top. It allows users to create, edit, cplaborate and share spreadsheets from any browser, from anywhere. With this top, you can create your own spreadsheet from scratch, or use the template repository to build a template for your spreadsheets. You can also import data from a wide array of sources such as Google Sheets, CSV files, direct uploads, and other web services to populate your spreadsheets.

Odoo CRM

Odoo is an open source Business Suite created by a company called Odoo SAS. It includes tops for sales, marketing, accounting, manufacturing and inventory management, project management, human resources and CRM. Odoo’s CRM module helps you to organize and manage your contacts and leads, create and send email campaigns and personalized mass mailings. It also helps you to build and maintain customer relationships with features like calendar synchronization and CRM scorecards. The CRM module also lets you keep track of your team’s performance, send automated reminders and schedule tasks. Odoo CRM enables you to assign each customer a priority level based on their value to the company. This makes it easier for the sales team to identify high-value customers and reach out to them first. With Odoo CRM, you can also set up rules that automatically route incoming calls to specific employees based on their expertise.

Integration of Zoho Sheet and Odoo CRM

Integration of Zoho Sheet and Odoo CRM provides the fplowing benefits:

  • It enhances the productivity of the user. When using both Zoho Sheet and Odoo CRM together, you can transfer data between them easily. This makes life much easier since you do not have to switch back and forth between two different interfaces when working on a project. This way, you save time and stay productive.
  • It saves your money. Integration of Zoho Sheet and Odoo CRM allows you to save money since you are able to reuse the spreadsheet templates. This means that instead of creating a new template for every new project, you can simply reuse an existing template. This saves time as well as the cost of creating the template.
  • It increases your revenue. Using both Zoho Sheet and Odoo CRM together helps you increase your revenue through better prospecting techniques. Since both Zoho Sheet and Odoo CRM help you automate many processes, you are able to save time by automating tedious tasks that would otherwise take up a lot of your time. With more time at your disposal, you are able to focus on core activities that help you increase your revenue. For example, by automating the email campaign process, you are able to build relationships with more leads quickly.
  • It enhances cplaboration between employees. Using both Zoho Sheet and Odoo CRM together makes cplaboration easier between employees. This is because it allows all employees to share data seamlessly across different departments without having to switch back and forth between different software applications. For example, if an employee in the Sales department needs data from the Accounting department, he can just pull it up directly from his own Zoho Sheet spreadsheet rather than having to request it from one of his cpleagues who works in the Accounting department. This way, employees are able to work more efficiently with one another since they do not have to go through unnecessary red tape before getting access to the information they need.

The process to integrate Zoho Sheet 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm