Odoo CRM + Zoho Inventory

Create new Zoho Inventory contacts from new leads in Odoo CRM

Easily manage your client data across platforms with this seamless tool. When a new lead is added to your Odoo CRM, this workflow creates a corresponding contact in your Zoho Inventory. Enhancing your sales pipeline, this allows for efficient client record maintenance and ensures no opportunity goes unnoticed. Improve your business processes with the effortless collaboration of Odoo CRM and Zoho Inventory.

Easily manage your client data across platforms with this seamless tool. When a new lead is added to your Odoo CRM, this workflow creates a corresponding contact in your Zoho Inventory. Enhancing your sales pipeline, this allows for efficient client record maintenance and ensures no opportunity goes unnoticed. Improve your business processes with the effortless collaboration of Odoo CRM and Zoho Inventory.

  1. When this happens...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerPolling
  2. automatically do this!
    Zoho InventoryZoho Inventory
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
    • Organization

    Trigger
    Instant
    Try It
    • Organization

    Trigger
    Instant
    Try It
    • Organization

    • Customer NameRequired

    • Contact EmailRequired

    • Invoice Number

    • Order Number

    • Invoice Date

    • Due Date

    • Payment Terms

    • Tax Type

    • Discount Type

    • Item NameRequired

    • QuantityRequired

    • RateRequired

    • Description

    • Tax Rate

    • Discount

    • Entity Discount

    • Shipping Charge

    • Customer Notes

    • Terms and Conditions

    Action
    Write
odoo logo
odoo logo

About Odoo CRM

Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

Related categories

  • CRM (Customer Relationship Management)

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zoho-inventory logo
zoho-inventory logo

About Zoho Inventory

Zoho Inventory is inventory management software for growing businesses to increase the sales and keep track of every unit with powerful stock management, order fulfillment, and inventory control.

Related categories

  • eCommerce
  • Zoho