Odoo Integration with Zoho CRM
In Market, Multiple users are using Zoho CRM and Odoo(ERP) Platform. The combination of Odoo and Zoho CRM will provide easy transfer of data between cloud based CRM and strong ERP solution. Odoo Zoho CRM integration is useful to sync customers, company and leads information at both platforms and the manual entry of data between the two platforms is simply not possible after a certain level. Our Odoo-Zoho CRM connector app automates processes and eliminates the need for manual data entry in Odoo by enabling bi-directional data exchange between your Zoho CRM and Odoo.
Authentication for accessing data between Zoho CRM and Odoo
The customer who is accessing the operations like import and export of accounts/companies, customers and leads should be able to authorise himself / herself by entering required details.
Dynamic dashboard in Odoo
A dynamic dashboard will be displayed which shows the number of records imported and exported from Zoho CRM to Odoo and vice-versa.
Import customers from Zoho CRM to Odoo
Users can import all the customers from Zoho CRM to Odoo with customer details.
Export Customers from Odoo to Zoho CRM
Users can export Odoo customers to Zoho CRM with proper field mapping.
Update information of customers from Zoho CRM to Odoo and vice-versa
Update customer information if there are any changes in existing customer’s information.
Import Company/Accounts from Zoho CRM to Odoo
Users can import Company/Accounts from Zoho CRM to Odoo with required information.
Export Company/Accounts from Odoo to Zoho CRM
Exporting Company/Accounts from odoo to Zoho CRM where users can select the Company/Accounts which needs to be exported.
Update information of Company/Accounts from Zoho CRM to Odoo and vice-versa
Update company/accounts information if there are any changes in existing information.
Import Leads from Zoho CRM to Odoo
Users can import leads and get the necessary information from Zoho CRM.
Export Leads from Odoo to Zoho CRM
Users can export Leads from Zoho CRM to Odoo with where users can select the lead which needs to be exported.
Update information of Leads from Zoho CRM to Odoo and vice-versa
Users can update leads information if there are any changes in existing information.
Dynamic Chart Representation
Dynamic doughnut chart represents number of records imported and exported.
Track the logs for import,export and update for all data with status as success or failure.
Automated Data fetching by Cron Jobs Action.
Manages Multiple Instances
If Users have multiple instances of Zoho CRM, we have an option to maintain records of multiple instances.
|Compatible with||ODOO 16|
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