Odoo ERP Self Hosted + Zoho CRM

Create new Zoho CRM entries from new records in Odoo ERP Self Hosted

Every time a new record is added in your self-hosted Odoo ERP system, this workflow will effortlessly create a module entry in Zoho CRM. Streamline your data management process and ensure all your business records are up-to-date across different applications. This automation not only ensures consistency but also saves you valuable time by eliminating manual data entry.

When this happens...
New Record
Triggers when a new record is added in a model (choose any model you have installed).
TriggerPolling
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
- ModuleRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It

- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write

- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

Related categories

CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Odoo ERP Self Hosted + Zoho CRM

Create new Zoho CRM entries from new records in Odoo ERP Self Hosted

New Database

New Lead/Opportunity

New Note

New Record

New Calendar Todo

Create Calendar Event

Create Note

Create Record

Create Calendar Todo

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

New Calendar Event

New Module

New Product

New Project Task

New User

Create Lead/Opportunity

Create Product

Create Project Task

Create User

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About Odoo ERP Self Hosted

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About Zoho CRM

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