Odoo Zoho CRM Integration

Zoho CRM is the sales tool in the Zoho suite. A business invested in Zoho may keep the sales team there while moving operations to Odoo.

The integration keeps contacts aligned and turns won Zoho deals into Odoo orders, so the back office runs in Odoo without re-keying sales data.

The integration uses the Zoho CRM API with OAuth.

• Zoho CRM to Odoo: accounts, contacts and won deals that become Odoo customers and orders.
• Odoo to Zoho CRM: order and invoice status.

• Data centre region. Zoho accounts are tied to a regional data centre the API must target.
• Module mapping. Zoho CRM modules must map to Odoo partners and orders.
• Product matching. Deal products must match Odoo products by a shared key.
• Token refresh. OAuth tokens expire and need refreshing.
• Duplicate accounts. A matching rule is needed.

1. Confirm the Zoho data centre and create an API client.
2. Map accounts, contacts, deals and products.
3. Define the won-deal trigger.
4. Run an initial sync.
5. Test the deal-to-order flow.
6. Schedule the sync and monitor token refresh.