Zoho CRM Connector | Zoho - Odoo Connector | Two-Way Sync | All in One Zoho - Odoo Connector | Zoho Leads | Zoho Deals | Zoho Contacts | Zoho Webhooks
by Binary Bridge Technology Services https://bbtech.ae$ 318.99
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.
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.
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
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
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
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Calendar (calendar) |
| Community Apps Dependencies |
Show
•
Zoho Connector Core | Zoho - Odoo Connector | All in One Zoho - Odoo Connector | Two-Way Sync
• Zoho Connector UI | Zoho - Odoo Connector | Two-Way Sync | All in One Zoho - Odoo Connector | Zoho - Odoo Connector Dashboard | Zoho - Odoo Connector Recovery Tools | Zoho - Odoo Connector Health Checks |
| Lines of code | 6360 |
| Technical Name |
bb_zoho_crm_connector |
| License | OPL-1 |
| Website | https://bbtech.ae |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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