Zoho CRM Connection Configuration
Create a Zoho CRM connection by entering the required credentials and server details. Use Test Connection to verify the configuration before importing or exporting records.
New Release
Odoo Zoho CRM Connector
- Easy configuration and user-friendly interface
- Multi-version and multi-store compatible
- Detailed documentation included
- Lifetime updates for regular improvements
- Secure and reliable implementation
Product Overview
Zoho CRM Connector connects Odoo with Zoho CRM for two-way data transfer of Contacts, Users, and Leads. Import or export records using configurable filters and optional previews. Review import and export summaries, synchronization status, processing messages, and operation logs. Manage multiple Zoho CRM connections to keep records synchronized across different Zoho CRM accounts. WA
Automate recurring billing and subscription renewals.
Simplify subscription and payment management.
Provide a secure and seamless subscription experience.
Process recurring payments through trusted PayPal services.
Monitor subscriptions and payments from a centralized dashboard.
Reduce manual work with automated billing and refund management.
Key Features
Import Contacts, Users, and Leads from Zoho CRM
Import contacts, users, and leads from Zoho CRM into Odoo. Apply filters to select specific records, preview matching records if needed, or start the import directly.
Import Summary and Record Review
Review the import summary, including imported, updated, and failed contacts. Check Zoho and Odoo records, synchronization status, and processing messages, then open the imported contacts in Odoo.
Export Contacts, Users, and Leads to Zoho CRM
Export contacts, users, and leads from Odoo to Zoho CRM. Apply filters to select records, preview the matching records, and export them when ready.
Export Summary and Verification
Review exported leads, including their Zoho and Odoo records, email addresses, and export status. Check processing messages and open the exported records in Odoo. Verify the transferred leads in Zoho CRM
Zoho CRM Operation Logs
View import and export logs with the date and time, operation type, connector, action, log type, status, and processing messages. Use the logs to track data transfer activities and review results.
Why Choose This Module?
Without This Module
- Manual transfer of Contacts, Users, and Leads between Odoo and Zoho CRM.
- Limited visibility into synchronization status and transfer logs.
With Weblytic Labs
- Easily transfer Contacts, Users, and Leads between Odoo and Zoho CRM.
- Review import and export summaries with sync status and messages.
- Use filters and record previews for controlled data transfers.
- Track all data transfer activities through detailed operation logs.
- Manage multiple Zoho CRM connections from Odoo.
Perfect For
CRM Teams
Sales Teams
Marketing Businesses
Multi-CRM Businesses
Data Management Teams
Screenshots
Installation in 4 Easy Steps
Install the Module
Install Zoho CRM Connector in Odoo.
Configure Zoho CRM
Add credentials and server details, then test the connection.
Set Up Data Transfer
Configure filters and preview records for import or export.
Start Synchronizing
Transfer Contacts, Users, and Leads between Odoo and Zoho CRM.
Technical Specifications
Compatible
Multi-platform
Multi-store
Yes
Multi-language
Yes
Documentation
Included
Updates
Lifetime
Support
Included with license
Reference
ODOO-WBL-223
FAQ
What is Zoho CRM Connector?
It connects Odoo with Zoho CRM to transfer Contacts, Users, and Leads between both platforms.
Can I import records from Zoho CRM to Odoo?
Yes, you can import Contacts, Users, and Leads from Zoho CRM into Odoo using filters and optional record previews.
Can I export records from Odoo to Zoho CRM?
Yes, you can export Contacts, Users, and Leads from Odoo to Zoho CRM.
Can I preview records before importing or exporting?
Yes, you can preview matching records before starting the data transfer.
Can I review import and export results?
Yes, you can view imported, updated, failed, and exported records along with synchronization status and processing messages.
Customer Reviews
No customer reviews
Related Products
Explore More →
Odoo
BESTSELLER
Odoo
NEW
Odoo
UPDATED
Odoo
TRENDING
