Odoo Zoho CRM Connector

The Zoho CRM backend configuration facilitates lead handling. It transformed a lead into an opportunity.

• The backend configuration at the Odoo end aids in the handling of leads.
• When enabled, the Zoho CRM lead will need a review for quality.
• After the review check, the lead will transform into an opportunity.
• While disabled, the lead transforms into an opportunity.

The module enables the importation of pipelines and customers. It also handles pipeline statuses.

• Odoo allows you to import pipelines.
• Import the associated information about the pipeline along with the pipeline.
• Import Pipeline statuses correspond to the orders.
• You can manage stages under the Statutes section.

It allows customer imports using the cron scheduler. It imports customer information like name, phone number, email, and a data feed from Zoho CRM.

• You can import customers into Odoo.
• It also supports import using the cron scheduler.
• It provides customers with information such as name, phone number, email, etc.
• You can also get a feed of data imports from Zoho CRM to Odoo.

The cron scheduler allows imports of products, deals, contacts, and users.

• Import products, deals, contacts, and users in large quantities.
• You may import these using the cron job scheduler.
• It imports details along with products.
• It also provides a filter for importing products, deals, contacts, and users.

Export data in bulk using the export All option, select items by ID or export specific data by selecting it. Access lead statistics from Odoo.

• You can export data in bulk by choosing the Export All option.
• You can export items by their IDs.
• You can also export specific data by selecting it.
• You can get lead statistics from Odoo.

Odoo and Zoho CRM enable real-time data sync. It reduces manual work and offers real-time data deletion.

• Odoo and Zoho CRM can sync contacts, pipelines, users, and products in real time.
• It also allows real-time data deletion.
• To delete data in real time, you need to enable the real-time data delete option.
• Real-time data sync reduces the need for manual work.

Odoo Zoho CRM Connector dashboard tracks Zoho CRM data in Odoo, allowing the import or export of data. It also has a doughnut chart, line graph, clickable tabs, and data cards.

• Introduced a dynamic dashboard for tracking Zoho CRM data in Odoo.
• Import or export data from any channel from your dashboard.
• It offers a well-designed doughnut chart and a line graph.
• The dashboard also features clickable tabs and data cards.

The state table manages Zoho CRM and Odoo order statuses. Which also manages the mapping of Odoo Stage and Zoho CRM Stage and configures deal loss.

• Fill in the Zoho CRM and Odoo order statuses in the state table.
• It includes the mapping of the Odoo Stage and Zoho CRM Stage.
• You can also configure the loss of the deal.
• It manages the mapping, import, and export of the deal stage.