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Odoo Zoho CRM Connector | Zoho Integration with Odoo | Odoo Zoho Bridge

by
Odoo

44.30

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1112
Technical Name bi_zoho_crm_connector
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_zoho_crm_connector&version=18&edition=Community
Versions 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Lines of code 1112
Technical Name bi_zoho_crm_connector
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=bi_zoho_crm_connector&version=18&edition=Community
Versions 15.0 16.0 17.0 18.0
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Zoho CRM connector Odoo Apps

Odoo-Zoho Bridge: Smooth Data Transfer

Odoo-Zoho Smart Connector for Business Sync

Import/Export Lead/Pipeline In Zoho CRM Odoo Apps

Zoho CRM Connector with Odoo allows users to move leads, contacts, opportunities, sales orders, and customer information from Zoho CRM into Odoo, facilitating smooth data interchange between the two platforms. By avoiding duplication and matching Zoho CRM fields with matching Odoo records, the module guarantees correct data mapping. For unified company administration, users may quickly import product details, sales pipelines, and client histories into Odoo's database. It also facilitates sales process alignment, multi-company environments, and custom field mapping, guaranteeing CRM-to-ERP data flow within Odoo.



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Import Contacts from Zoho to Odoo

Imports Zoho CRM contacts into Odoo with accurate details like name, email, phone.

Export Contacts from Odoo to Zoho

Exports Odoo contacts to Zoho CRM, keeping both platforms synced with up-to-date records.

Import Users from Zoho to Odoo

Imports user data from Zoho CRM to Odoo, ensuring accurate roles.

Export Users from Odoo to Zoho

Syncs user data from Odoo to Zoho CRM, ensuring consistency across both platforms.

Import Leads from Zoho to Odoo

Imports leads from Zoho CRM to Odoo, tracking potential customers and opportunities.

Export Leads from Odoo to Zoho

Exports Odoo leads to Zoho, keeping both platforms updated.

Zoho Connector Module


Create a New Zoho Connector

User can create a new Zoho connector by clicking on the New button. Here User need to add their Client id, Client Secret Key, Redirect URL, and Country Endpoint details and click on Generated Url.


Clicking on "Generated URL" user will be redirected to zoho crm access page where user need to click on Accept button.


After clicking the Accept button, the Access token, refresh token, and code are auto-filled, and the user needs to click the Authenticate button to activate the created Zoho connector.


Zoho Connector Activated


Import Contact from Zoho to Odoo

User need to enable "Import Contact" option and click on Contact Scan button to import contact from zoho to odoo.


Contacts In Zoho


Import Contact Log

After clicking the "Contact Scan" button, the user can see that the contact was imported successfully and can also view the log history.


Contact Log History

User can see the detailed Contacts import log.


Imported Contact list

User can see the imported contact list.


Export Contact From odoo to Zoho

User needs to enable the "Export Contact" option and click the "Contact Scan" button to export contacts from Odoo to Zoho.


Export Contact Log

User can view the details of exported contacts in the Contact Log History.


Exported Contact In Zoho

User can see the exported contact list in zoho contact dashboard.


Zoho Export Partner

User can export contacts from the contacts module by selecting a contact and clicking the "Zoho Export Partner" button.


Zoho Export Partner Wizard

User can see the "Zoho Export Partner" wizard where user can see the type, Zoho connector and Contact list.

User need to click on "Export Contact" button to export selected contact.


Zoho Contact Export Message

User can see a message indicating that the contact export was successful.


Import Users from Zoho to Odoo

User need to enable "Import Users" option and click on "User Scan" button to import users from zoho to odoo.


Import Users Log

In User Log History tab user can see the detailed imported user log.


Imported User From Zoho to odoo log

User can see the imported user list in detail with date time.


Imported Users


Export Users from Odoo to Zoho

User can also export selected users from odoo to zoho by selecting users and clicking on "Zoho Export User".


Zoho Export User Wizard

After clicking on "Zoho Export User" button "Zoho Export User" wizard will be open.

Here User can see the type, can select zoho connector and can see the export user list and click on "Export User" button to export users from odoo to zoho.


Zoho User Export Message

After clicking on "Export User" button the zoho user export message will appear.


Failure Reason

If the export fails, the reason for failure will be updated in the Zoho details section.


Import Lead from Zoho to Odoo

User needs to enable the "Import Lead" option and click the "Lead Scan" button to import leads from Zoho to Odoo.


Zoho Lead Import Message with log history

User can view the Zoho lead import message and the log of imported leads.


Imported Lead Log History

can view the history of imported leads by clicking on the Lead Log History tab.


Imported Lead List


Export Lead from Odoo to Zoho

User can export leads from Odoo to Zoho by clicking the "Lead Scan" button. User can also select a salesperson and sales team for the export.


Zoho Lead Export Message

User can see the lead is exported successfully and can also see the export log.


Exported leads from Odoo to Zoho


Export leads from leads menu

User can export leads from the leads menu by selecting leads and clicking on the "Zoho Export Lead" button.


Zoho Export Lead Wizard

In "Zoho Export Lead" wizard user can select the zoho connector and can also see the type and export lead list.

User need to click on "Export Lead" button to export leads from odoo to zoho.


Zoho Lead Export Message


Version : 18.0.0.0
27 March 2025

Initial release of the app.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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