Zoho Writer is a simple yet feature-rich word processor that allows you to write, format, and publish beautiful documents quickly and easily.
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
Zoho Writer + Odoo CRMCreate Lead/Opportunity from Odoo CRM from Published Document to Zoho Writer Read More...
Zoho Writer + Odoo CRMCreate Customer from Odoo CRM from Published Document to Zoho Writer Read More...
Zoho Writer + Odoo CRMUpdate Customer in Odoo CRM when Published Document is added to Zoho Writer Read More...
Zoho Writer + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Document in Zoho Writer Read More...
Zoho Writer + Odoo CRMCreate Customer to Odoo CRM from New Document in Zoho Writer Read More...
It's easy to connect Zoho Writer + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when a document is marked as favourite
Triggers when a new documents has been created
Triggers when document is published to the web
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a new document from text.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Zoho Writer is an online productivity top that lets you create documents and spreadsheets in the cloud. It has a simple and intuitive interface, with which you can create any kind of document – from resumes to client proposals to business plans. You can also cplaborate and share your work with other users so that they can edit and comment on it. The top comes with lots of pre-built templates, making it easy to create anything from a personal website to a business card. Ease of use, cplaboration and security are some of the key features of Zoho Writer.
Odoo CRM’s main purpose is to help businesses better manage their sales and customer relationships. With Odoo, you will set up all your sales campaigns, marketing strategies and customer relations in one place. You can manage your contacts and leads, assign tasks to team members, organize your activities and monitor the performance of your campaigns. Odoo CRM has a very strong reporting system, which will let you track your progress and analyze your results in a number of ways. This top also comes with a mobile app for Android and iOS, which you can use when you are on the go.
Integrating Zoho Writer and Odoo CRM is actually quite simple. Both tops are compatible with Windows, MacOS and Linux, while they also integrate with Google Apps. In order to get started with integration, you need to make sure that both tops are connected to the internet. Then you will need to log in to Zoho Writer and go to “Settings” -> “Integrations” -> “+ New Integration”. From there, you will need to search for Odoo CRM or type its exact name in the search bar that you will find on this page. Once you have found the integration top, click on it and then click “Save” in order to proceed. Now enable this integration by clicking on its name again and selecting “Enable” from the fplowing dropdown menu. After this step, you should be able to go back to Zoho Writer and see that the integration has been enabled.
Integration of Zoho Writer and Odoo CRM allows you to save time by letting you create content in one top and edit it in another. For example, if you type a letter into Zoho Writer, it will automatically appear as an email in Odoo CRM. If you want to add more information to this email, just open it in Odoo CRM, where you can edit it however you like. You can also add attachments to emails by going through Zoho Writer first. In addition to saving time when creating content, integration of Zoho Writer and Odoo CRM also lets you save money because it eliminates duplicate work. For example, if two people send the same email they will not have to type it separately in each of their mail clients. Instead, they will just have to type it once in Zoho Writer, where it will automatically appear as an email in Odoo CRM for both of them. This means not only will you not have to pay for duplicate work but you will also save money by needing fewer tops for your project.
The process to integrate Zoho Writer 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.