Zoho CRM Connector

The module connects Odoo with Zoho CRM using secure authentication. It supports multiple Zoho regions, including the US, Europe, India, Australia, and China, allowing the connector to work with different Zoho CRM accounts and data centers.

The module manages the Zoho authentication process and automatically refreshes the connection when the access period expires. This reduces the need for administrators to repeatedly authenticate the Zoho CRM account manually.

A connection testing option is provided to verify whether Odoo is successfully connected with Zoho CRM. It also provides basic information about the connected Zoho organization and user, helping administrators confirm that the integration is working correctly.

The connector supports two-way synchronization of leads between Odoo and Zoho CRM. Leads can be imported from Zoho into Odoo and exported from Odoo to Zoho, while important lead details are synchronized and the synchronization status is maintained.

The module synchronizes opportunities in Odoo with deals in Zoho CRM. Important information such as opportunity name, revenue, closing date, stage, probability, and related customer information can be exchanged between the two systems.

Contacts and companies can be synchronized between Odoo and Zoho CRM. The integration transfers important contact information and maintains the relationship between contacts and their associated companies, helping keep customer information consistent across both platforms.

Scheduled synchronization allows records to be updated automatically without requiring users to start the process manually. The system can identify recently modified records and synchronize them, helping reduce unnecessary processing and keeping both systems up to date.

A centralized dashboard provides an overview of the synchronization process. It displays information such as imported records, exported records, pending records, failed records, and connection status. Users can also manually trigger synchronization for specific data types when required.

The module maintains synchronization logs to provide a history of data exchange between Odoo and Zoho CRM. These logs help users identify failed operations, understand synchronization issues, and track the status of individual synchronization activities.