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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.

Add your action

An action happens after the trigger—such as "Create Draft" in Zoho Mail.

You’re connected!

Zapier seamlessly connects Odoo CRM and Zoho Mail, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Folder Name
- Group Result
- Account Details
Trigger
Polling
Try It
- Tag Name
  Required
- Group Result
- Account Details
Trigger
Polling
Try It
- Account Details
- Folder Name
- Parent Folder
Action
Write
- Subject
  Required
- Body
  Required
- Due Date
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Create Lead
Creates a lead.
Action
Write
- Group Result
- Account Details
- Search Value
  Required
Trigger
Polling
Try It
- Account Details
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
Action
Write
- Account Details
- Tag Name
  Required
- Tag Color
Action
Write
- To
  Required
- Cc
- BCC
- From
  Required
- Subject
  Required
- Body Type
- Body
  Required
- Attachments
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Odoo CRM and Zoho Mail to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Odoo CRM to Zoho Mail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Odoo CRM + Zoho Mail integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Zoho Mail

How do I set up an integration between Odoo CRM and Zoho Mail in Zapier?

To set up integration, start by creating a new Zap in your Zapier dashboard. Choose Odoo CRM as your trigger app and select a specific event that will kickstart the process, such as 'New Lead'. Then, add Zoho Mail as an action app to perform actions like 'Send Email' or 'Create Draft'. Connect both apps with your respective login credentials. Finally, test the Zap to ensure everything is working correctly.

What triggers are available for Odoo CRM when integrating with Zoho Mail?

When setting up your Zap, you can choose from several triggers for Odoo CRM such as 'New Lead', 'New Opportunity', or 'Updated Contact'. These triggers will initiate actions in Zoho Mail like sending a confirmation email or creating a follow-up message.

Can I use custom fields in my Odoo CRM and Zoho Mail integration?

Yes, you can map custom fields from Odoo CRM to your Zoho Mail actions. When setting up the Zap, you'll have the ability to transfer any unique data fields such as Tracking IDs or Customer Notes from Odoo into your email templates.

Is it possible to automate follow-ups with leads using this integration?

Absolutely! You can create a workflow where each new lead added to Odoo CRM automatically prompts an email follow-up via Zoho Mail. This is done by setting the trigger as ‘New Lead’ in Odoo and action as ‘Send Email’ in Zoho Mail.

What kind of permissions are needed to integrate these services via Zapier?

You will need API access permissions for both Odoo CRM and Zoho Mail. This includes authorization to allow Zapier access to read and write data such as creating leads or sending emails.

How can I troubleshoot if my emails aren’t sending through the integration?

Firstly, verify that both apps are properly connected with valid credentials on your Zapier dashboard. Check if the selected trigger from Odoo is working properly by reviewing recent activity logs. Ensure there aren't any typographical errors in email addresses in Zoho Mail, and confirm there is no server downtime with either service.

Can multiple Zaps be created for different scenarios involving both platforms?

Yes, you can create multiple Zaps tailored for various scenarios. For example, have one Zap that sends welcome emails to new contacts added in Odoo CRM while another sends reminder emails based on updated opportunities. Each workflow can have its own customized conditions and actions.

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."

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About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

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