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Zoho CRM Connector | Zoho - Odoo Connector | Two-Way Sync | All in One Zoho - Odoo Connector | Zoho Leads | Zoho Deals | Zoho Contacts | Zoho Webhooks

by
Odoo

$ 299.00

v 19.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Calendar (calendar)
Community Apps Dependencies
Lines of code 6421
Technical Name bb_zoho_crm_connector
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Calendar (calendar)
Community Apps Dependencies
Lines of code 6421
Technical Name bb_zoho_crm_connector
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0

BBTech Zoho CRM Connector

Seamless two-way synchronization between Zoho CRM and Odoo. Keep your leads, contacts, accounts, and deals in perfect sync across both platforms. Features webhook-driven real-time updates, incremental pull, policy-driven conflict resolution, field mapping, and full multi-company support.

BBTech Zoho CRM Connector

Complete CRM Integration Solution

The BBTech Zoho CRM Connector provides enterprise-grade synchronization between Zoho CRM and Odoo. Synchronize leads, contacts, accounts, deals/opportunities, and activities with intelligent field mapping, policy-driven conflict resolution, and loop prevention. Support both real-time webhooks and scheduled incremental pulls.

Zoho CRM Connector Overview

A) Leads & Contacts Sync

Bi-directional synchronization of leads and contacts:

  • Zoho Leads ↔ Odoo Leads: Full sync of lead records with all standard fields
  • Zoho Contacts ↔ Odoo Contacts: Person contacts mapped to res.partner
  • Zoho Accounts ↔ Odoo Companies: Company records synced as company partners
  • Field Mapping: Configurable mapping for standard and custom fields
  • Lead Conversion: Handle Zoho lead conversion events (lead → contact + account)
  • Duplicate Detection: Optional duplicate checking on email/phone

B) Deals & Opportunities

Synchronize sales pipeline between systems:

  • Zoho Deals ↔ Odoo Opportunities: Full deal/opportunity sync with amounts
  • Stage Mapping: Map Zoho stages to Odoo CRM stages
  • Contact/Account Links: Automatic linking to synced contacts and companies
  • Closing Dates: Expected close date synchronization
  • Probability: Win probability percentage sync
  • Won/Lost Status: Handle deal won/lost events in both directions

C) Activities & Tasks

Keep activities and tasks synchronized:

  • Zoho Tasks ↔ Odoo Activities: Task and activity sync
  • Activity Types: Map Zoho activity types to Odoo activity types
  • Due Dates: Due date and deadline synchronization
  • Status Sync: Open/completed status synchronization
  • Assignee Mapping: Map Zoho users to Odoo users
  • Notes: Optional notes/calls sync

D) Sync Policies & Conflict Resolution

Flexible policies for handling data conflicts:

  • Zoho Master: Zoho always wins on conflicts
  • Odoo Master: Odoo always wins on conflicts
  • Latest Wins: Most recently modified record wins
  • Manual Resolution: Create conflict records for manual review
  • Per-Object Policies: Set different policies for leads, contacts, deals
  • Conflict Dashboard: View and resolve pending conflicts

E) Field Mapping & Transformation

Powerful field mapping capabilities:

  • Standard Fields: Pre-configured mapping for all standard CRM fields
  • Custom Fields: Map Zoho custom fields to Odoo custom fields
  • Value Transformation: Transform picklist values between systems
  • Stage Mapping: Map pipeline stages with wizard interface
  • User Mapping: Map Zoho users to Odoo users for ownership
  • Default Values: Set defaults for missing fields

Frequently Asked Questions

Q: Can I sync only specific record types?
A: Yes, you can enable/disable sync for each object type (Leads, Contacts, Accounts, Deals, Activities) independently in the settings.
Q: Does it support Zoho CRM custom fields?
A: Yes, you can map Zoho CRM custom fields to Odoo custom fields using the field mapping wizard. Both text and picklist fields are supported.
Q: How does lead conversion sync work?
A: When a lead is converted in Zoho CRM, the webhook triggers a sync job that creates the corresponding contact and account in Odoo and archives the original lead.
Q: What OAuth scopes are required?
A: The connector requires ZohoCRM.modules.ALL and ZohoCRM.users.READ scopes at minimum. Additional scopes may be needed for activities and notes sync.
Q: Can I run initial import from Zoho CRM?
A: Yes, the "Run Full Pull Now" button performs an initial import of all records. For large datasets, consider using date filters or the incremental pull cron.

Screenshots

Explore the key features and interfaces of the BBTech Zoho CRM Connector:

Settings

CRM connector settings with sync toggles and policies

Sync policy configuration per object type

Field Mapping

Stage mapping wizard for deal/opportunity stages

User mapping - Zoho users to Odoo users

Synced Records

Lead form with Zoho binding smart button

Conflicts

Conflict resolution view with payload comparison

Jobs

CRM sync jobs filtered by app

Professional Support & Services

Support Services

Binary Bridge Technology Services provides comprehensive support for the BBTech Zoho Connector Suite. Our team of Odoo and Zoho integration experts ensures smooth implementation, customization, and ongoing maintenance of your CRM synchronization.

Installation & Implementation Support

We offer professional installation services to get your CRM integration up and running quickly. Our implementation team will:

  • Install and configure the CRM connector module
  • Set up Zoho CRM API access and webhooks
  • Configure field mappings for your specific needs
  • Perform initial data migration and sync
  • Train your sales team on the integrated workflow

Customization Services

Need additional features or modifications? Our development team can customize the connector:

  • Custom field mappings and transformations
  • Additional Zoho CRM module integrations
  • Custom sync triggers and automation
  • Integration with Odoo Sales/Invoicing
  • Custom reports and dashboards

Ongoing Support & Maintenance

Our support team is available to assist with:

  • Technical issues and bug fixes
  • System updates and Odoo version upgrades
  • Sync troubleshooting and conflict resolution
  • User training and best practices guidance
  • Feature enhancements and module updates

Enterprise Security & Compliance

We understand the importance of CRM data security. Our solutions include:

  • Role-based access control for sync operations
  • Secure API credential management
  • Audit logging for all sync activities
  • GDPR compliance considerations
  • Multi-company data isolation
Request Installation Support Chat with Expert
Binary Bridge Technology Services Professional Odoo Solutions | Enterprise Security | Expert Support
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae

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