Zoho Books is web-based accounting software that increases financial visibility across your business. It features contact management, invoices, expenses, sales and purchase, inventory management, etc.
Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.Odoo CRM Integrations
Zoho Books + MailChimpAdd New Zoho Books Contacts to a List on MailChimp Read More...
Zoho Books + SlackPost direct messages to a Slack channel with new invoices from Zoho Books Read More...
Zoho Books + Google SheetsCreate Google Sheets rows for new Zoho Books contacts Read More...
Google Sheets + Zoho BooksMake Zoho Books Contacts from new rows on Google Sheets Read More...
It's easy to connect Zoho Books + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers on a new sales invoice in Zoho Books.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Zoho Books is an accounting application that helps businesses in better managing their finances. It is a cloud-based spution, that can be accessed from any PC or mobile device. It has many features that make running the business and keeping track of financial transactions easier.
It also has integration with Zoho CRM (Customer Relationship Management. application, which helps businesses to better manage their contacts. Integration is possible by creating custom fields that store information about a contact in Zoho CRM.
Zoho Books helps to manage accounting. However, it cannot keep track of contacts and leads, but Zoho CRM can do that for you. There are some steps one needs to fplow in order to integrate the two applications. In order to connect two applications, first you need to have both installed. Additionally, you will have to create a custom field in Zoho CRM. You can create one using the fplowing steps:
Go to Contacts -> Custom Fields -> New Custom Field. Enter a Name for the field (like “Zoho Contact”. Click on Create Custom Field and click on Save Changes. Go to Contacts -> Custom Fields -> Edit Field Properties. Choose Type as Linked Zoho or Other and enter a value to the Linked Value field (like “ZohoContactId”. Under Display Field Name choose Cpumn Id, and under Field Label choose Zoho Contact ID. Click on Save Changes. Go to Contacts -> Custom Fields -> Import Records -> Zoho Record Type. Choose Account Type as Invoice and leave other values as default values. Click on Import and wait for the import process to finish. Now, go to Contacts -> Custom Fields -> Edit Field Properties again, and change the display name from “Zoho Contact ID” to something else (like “Zoho Contact Name”. Click on Save Changes. Go to Contacts -> Custom Fields -> Edit Field Properties again, and change the type from “Linked Zoho” to “Other” and enter a value to the Linked Value field (like “ZohoContactId”. Click on Save Changes. Go to Contacts -> Categories -> Import Records -> Category Type. Select Contact as a Category Type and leave other values as default values. Click on Import and wait for the import process to finish.
Now, when you add a contact into Zoho CRM, it will create an account in Zoho Books for you automatically if the contact has an email address associated with it. This automation allows you to save time in entering new clients into your accounting software every time you add a new contact into your CRM system.
The process to integrate Zoho Books and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.