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).
TriggerScheduled
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

What does this mean?

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

- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

- DatabaseRequired
- ModuleRequired
Action
Write
- 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
Scheduled
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
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
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
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Trigger
Scheduled
Try It
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
- 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
Scheduled
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
Scheduled
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
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

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Zapier Interfaces

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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

DatabaseRequired

New Record

DatabaseRequired

ModuleRequired

New Calendar Todo

DatabaseRequired

Create Calendar Event

DatabaseRequired

Create Note

DatabaseRequired

Create Record

DatabaseRequired

ModuleRequired

Create Calendar Todo

DatabaseRequired

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New Calendar Event

DatabaseRequired

New Module

DatabaseRequired

New Product

DatabaseRequired

New Project Task

DatabaseRequired

New User

DatabaseRequired

Create Lead/Opportunity

DatabaseRequired

Create Product

DatabaseRequired

Create Project Task

DatabaseRequired

Create User

DatabaseRequired

New Lead

New or Updated Contact

New/Updated Module Entry