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Unify Odoo and Zoho CRM data to automate lead management, opportunity tracking, and customer support workflows. Latenode's visual editor and flexible JavaScript nodes make custom data transformations easy, offering affordable scaling.
Connect Odoo and Zoho CRM in minutes with Latenode.
Create Odoo to Zoho CRM workflow
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Create a New Scenario to Connect Odoo and Zoho CRM
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Zoho CRM will be your first step. To do this, click "Choose an app," find Odoo or Zoho CRM, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Zoho CRM Node
Next, click the plus (+) icon on the Odoo node, select Zoho CRM from the list of available apps, and choose the action you need from the list of nodes within Zoho CRM.
Odoo
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Zoho CRM
Authenticate Zoho CRM
Now, click the Zoho CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoho CRM settings. Authentication allows you to use Zoho CRM through Latenode.
Configure the Odoo and Zoho CRM Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Odoo and Zoho CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zoho CRM
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Zoho CRM, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Odoo and Zoho CRM integration works as expected. Depending on your setup, data should flow between Odoo and Zoho CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Zoho CRM + Google Sheets: When a product is updated in Odoo, the information is automatically updated in Zoho CRM. A record of this update, including the product name and update timestamp, is then logged in a Google Sheet for reporting purposes.
Zoho CRM + Odoo + Slack: When a deal is closed in Zoho CRM, an invoice is automatically created in Odoo. The sales team is then notified in Slack with details of the closed deal and a link to the newly created invoice.
About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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About Zoho CRM
Connect Zoho CRM to Latenode and automate your sales processes. Automatically update records, trigger email sequences, and sync data with other apps. Streamline lead management and reporting by combining Zoho CRM's features with Latenode's visual editor, AI assistance, and custom code options. Scale workflows affordably with flexible execution-based pricing.
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How can I connect my Odoo account to Zoho CRM using Latenode?
To connect your Odoo account to Zoho CRM on Latenode, follow these steps:
Can I sync Odoo invoices to Zoho CRM?
Yes, you can! Latenode’s visual builder simplifies syncing Odoo invoices to Zoho CRM, ensuring your sales teams always have the latest customer purchase data. Maximize efficiency with automated data transfers.
What types of tasks can I perform by integrating Odoo with Zoho CRM?
Integrating Odoo with Zoho CRM allows you to perform various tasks, including:
How can I handle errors when integrating Odoo on Latenode?
Latenode provides built-in error handling and logging. Use conditional logic and error-catching blocks to gracefully manage failures, and retry failed tasks.
Are there any limitations to the Odoo and Zoho CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: