Zoho CRM Bridge

Name: Zoho CRM Bridge
Brand: ECOSIRE
SKU: zoho-crm-bridge

प्रमुख सुविधाएँ

OAuth 2.0 connection to the Zoho CRM v2/v6 REST API with automatic access-token refresh and secure credential storage in Odoo system parameters

Two-way sync of Zoho Leads to Odoo crm.lead records, including status, source and owner mapping

Two-way sync of Zoho Contacts and Accounts to Odoo res.partner (company and individual, with parent-company linking)

Two-way sync of Zoho Deals to Odoo opportunities with pipeline stage, expected revenue and probability alignment

Visual field-and-module mapping screen (zoho.sync.mapping model) to map any standard or custom Zoho field to an Odoo field, including new fields we add for you

Picklist-to-selection translation, currency mapping and salesperson/owner mapping so values land correctly on both sides

Scheduled incremental sync via ir.cron using Zoho's Modified_Time watermark — only changed records move each run, not the whole database

External-ID linking (zoho_id) on every synced record to guarantee one-to-one matching and prevent duplicates in either system

Configurable conflict resolution: latest-write-wins, Odoo-authoritative, Zoho-authoritative, or field-level merge, with an audit trail

Sync log and dashboard (zoho.sync.log) with per-record status, error messages, retry, and a computed @api.depends last-sync indicator

Selective sync filters — scope by Zoho module, layout, owner, tag or date range so only the records you want cross over

Manual on-demand resync and a one-time historical backfill for migrating from Zoho to Odoo

Rate-limit-aware batching and pagination to respect Zoho API daily-credit limits and avoid throttling

Optional webhook / near-real-time trigger where your Zoho plan supports notifications, falling back to scheduled polling

Role-based access via ir.model.access.csv and record rules so only authorized users configure or trigger syncs

Works on Odoo 17, 18 and 19, Community or Enterprise, delivered as a versioned installable add-on

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

आप ऑर्डर करते हैं

एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

हम बनाते और इंस्टॉल करते हैं

ECOSIRE इसे आपके Odoo पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

लाइव + समर्थन

आप लगभग 2–4 सप्ताह में लाइव हो जाते हैं, लॉन्च के बाद समर्थन अवधि के साथ।

इस उत्पाद के बारे में

Zoho CRM Bridge is a build-to-order Odoo module that keeps your Zoho CRM and Odoo CRM in genuine two-way sync — leads, contacts and deals flow both directions, with the field and module mapping tuned to how your team actually works. This is not an off-the-shelf apps.odoo.com download you install and pray over. ECOSIRE designs, builds, installs and supports the connector for your specific Zoho layout, your custom fields, and your Odoo edition (Community or Enterprise, versions 17, 18 and 19). Typical delivery is 2–4 weeks from kickoff.

Under the hood the module authenticates against the Zoho CRM v2/v6 REST API using OAuth 2.0 (self-client or server-based grant, with automatic refresh-token handling) and exchanges records over JSON. Inside Odoo it lives as a proper add-on: a clean __manifest__.py declaring dependencies on crm and contacts, new models extending crm.lead and res.partner (plus a dedicated zoho.sync.mapping and zoho.sync.log model), computed fields with @api.depends for sync status, and access control locked down through ir.model.access.csv and record rules so only authorized users touch the connector. Views are delivered as XML/OWL so your team manages mappings and monitors sync runs from a native Odoo screen — no scripts, no spreadsheets.

Synchronization is incremental and scheduled. A ir.cron automated action polls Zoho for records modified since the last successful run (using Zoho's Modified_Time watermark) and pushes Odoo changes back, so you are not re-transferring your whole database every cycle. Every record carries an external-ID link (zoho_id) so the bridge always knows which Odoo row maps to which Zoho record — no duplicates on either side. When the same record changes in both systems between runs, a configurable conflict-resolution policy decides the winner (latest-write-wins, Odoo-authoritative, Zoho-authoritative, or field-level merge) and writes an audit entry you can review.

Because ECOSIRE builds it for you, the mapping matches your reality: Zoho Leads → Odoo crm.lead, Zoho Contacts/Accounts → res.partner, Zoho Deals → crm.lead opportunities with your pipeline stages, and any custom Zoho field mapped to the Odoo field (or new field) you nominate. We handle picklist/selection translation, currency and owner/salesperson mapping, and lost/won stage alignment. You get a connector that survives Zoho API changes and Odoo upgrades because it is real, maintained code — with a support window and documented handover, not a black box.

What you get

Fully installable Odoo add-on module (source code with __manifest__.py, models, views, security and cron) targeting your Odoo 17, 18 or 19 environment

Completed field-and-module mapping configured to your actual Zoho layout, custom fields and Odoo pipeline stages

Zoho OAuth application setup guidance and secure connection configured in your Odoo instance

One-time historical backfill/migration of your existing Zoho leads, contacts and deals into Odoo (scoped at kickoff)

Admin and end-user documentation covering configuration, mapping, conflict rules, and reading the sync log

A live handover/training session for your team on operating and monitoring the connector

Post-go-live support window (bug fixes and adjustments) plus a documented SLA for response

Deployment notes and a rollback/backup checklist so the module can be safely upgraded across future Odoo releases

Who this is for

SMB migrating off Zoho CRM to Odoo

A growing business standardizing on Odoo for CRM, sales and back-office. They need their entire Zoho history — leads, contacts, deals — moved cleanly into Odoo and kept in sync during a phased cutover so nothing is lost while both systems run in parallel.

Sales operations manager running Zoho and Odoo together

A RevOps or sales-ops lead whose reps live in Zoho CRM while finance, inventory and delivery run in Odoo. They want opportunities and contacts mirrored automatically so quoting, invoicing and reporting in Odoo always reflect the live pipeline without manual re-keying.

Odoo administrator or IT lead

The internal owner of the Odoo instance who needs a real, maintainable module — proper models, access rules, scheduled jobs and an audit log — rather than a fragile script or a paid app that breaks on the next Zoho or Odoo update. They value the documented handover and support window.

How Zoho CRM Bridge Compares

Criterion	ECOSIRE	Custom Build	Competitor
Genuine two-way sync (Zoho ↔ Odoo)	Yes — bidirectional with external-ID linking	Possible but you design and test it yourself	Often one-way or import-only
Maps your custom Zoho fields and modules	Yes — configured to your exact layout	Yes, if you build every mapping	Limited to the app's fixed field set
Conflict resolution when both sides change	Configurable policy + full audit log	Only if you engineer it	Usually last-write or none
Scheduled incremental sync (ir.cron, Modified_Time watermark)	Yes — only changed records move	You must build the watermarking	Varies; often full re-pulls
Built, installed and supported for you	Yes — 2–4 week build + support window	Your team's time and risk	Self-serve install, vendor support varies
Access control (ir.model.access.csv + record rules)	Yes — role-scoped by design	Depends on your implementation	Depends on the app
Historical Zoho backfill / migration	Yes — one-time scoped migration included	You script and validate it	Sometimes, often extra cost
Maintainable across Odoo 17/18/19 upgrades	Yes — versioned source you own	Yes, if maintained in-house	Tied to vendor's release cadence

Frequently Asked Questions about Zoho CRM Bridge

How long does delivery take, and what is the process?

This is a build-to-order module, not an instant download. Typical delivery is 2–4 weeks from kickoff, depending on how many Zoho custom fields and modules you need mapped and the size of any historical migration. We start with a short scoping call to capture your Zoho layout and Odoo pipeline, then build, test against a sandbox, configure the mappings, install on your instance, run the backfill, and hand over with documentation and training.

What support and updates do I get after go-live?

Every engagement includes a post-go-live support window for bug fixes and adjustments, with a documented response SLA. Because you receive real, versioned module source code, it is maintainable across future Odoo releases and Zoho API changes. We can also provide ongoing support or a maintenance retainer to keep the connector current as either platform evolves — you are never locked into a black box.

Is the sync truly two-way, and how are conflicts handled?

Yes. Changes flow both directions — Zoho to Odoo and Odoo to Zoho — using an external-ID link (zoho_id) on every record so each row maps one-to-one and never duplicates. When the same record changes in both systems between runs, a configurable conflict-resolution policy decides the outcome: latest-write-wins, Odoo-authoritative, Zoho-authoritative, or field-level merge. Every resolution is recorded in the sync log for review.

Will it sync my custom Zoho fields and modules?

Yes — that is the core advantage of a build-to-order module over an off-the-shelf app. During scoping we map any standard or custom Zoho field to an existing Odoo field, or we add the field in Odoo for you. Zoho Leads map to crm.lead, Contacts/Accounts to res.partner, and Deals to Odoo opportunities. Picklists, currencies and record owners/salespeople are translated so values land correctly on both sides.

Does this work with my Odoo version and edition?

The module supports Odoo 17, 18 and 19, on both Community and Enterprise, delivered as a clean installable add-on with a proper __manifest__.py, models, XML/OWL views, ir.model.access.csv security and record rules. It depends only on the standard crm and contacts apps. Tell us your exact version and edition at kickoff and we build against that target.

How does the connection to Zoho work, and will it hit API limits?

The module authenticates to the Zoho CRM v2/v6 REST API via OAuth 2.0 with automatic refresh-token handling. Sync runs are incremental — a scheduled ir.cron job pulls only records modified since the last successful run using Zoho's Modified_Time watermark, and requests are batched and paginated to respect your Zoho plan's daily API credit limits. This avoids re-transferring your whole database each cycle and keeps you clear of throttling.