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Integrate Microsoft Dynamics CRM with Zoho Expense

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Zoho Expense

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Zoho Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

Zoho Expense Integrations

Best Microsoft Dynamics CRM and Zoho Expense Integrations

  • Microsoft Dynamics CRM Integration Zoho Expense Integration

    Microsoft Dynamics CRM + Zoho Expense

    Make an user inactive in Zoho Expense when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Expense Integration Make an user inactive
  • Microsoft Dynamics CRM Integration Zoho Expense Integration

    Microsoft Dynamics CRM + Zoho Expense

    Make an user active in Zoho Expense when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Expense Integration Make an user active
  • Microsoft Dynamics CRM Integration Zoho Expense Integration

    Microsoft Dynamics CRM + Zoho Expense

    Delete User in Zoho Expense when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Expense Integration Delete User
  • Microsoft Dynamics CRM Integration Zoho Expense Integration

    Microsoft Dynamics CRM + Zoho Expense

    Assign a role to user in Zoho Expense when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Expense Integration Assign a role to user
  • Microsoft Dynamics CRM Integration Zoho Expense Integration

    Microsoft Dynamics CRM + Zoho Expense

    Create User to Zoho Expense from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Zoho Expense Integration Create User
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Zoho Expense in easier way

It's easy to connect Microsoft Dynamics CRM + Zoho Expense without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip is created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Zoho Expense Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho Expense as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Zoho Expense.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Zoho Expense

Microsoft Dynamics CRM is a customer relationship management software that used by many big companies to manage their employees and customers. In this article, I will talk about the benefits of integration of Microsoft Dynamics CRM and Zoho Expense, which is a project management application used by small companies. Zoho Expense is a great project management application that easy to use and has a lot of useful features. I will compare Zoho Expense with other project management applications such as Basecamp, Trello, and Google Drive.

Integration of Microsoft Dynamics CRM and Zoho Expense is a great idea. By integrating these two applications together, it will be convenient for small company that want to create a project management system without spending too much money. They can use free Microsoft Dynamics CRM software and Zoho Expense as their project management application.

In the next part, I will talk about the benefits of using Microsoft Dynamics CRM and Zoho Expense together. The first benefit of using Microsoft Dynamics CRM and Zoho Expense is that you can send an email to your customers and employees from one place. For example, if you want to email all of your employees or customers, you can simply do this from Microsoft Dynamics CRM. Another benefit of using Microsoft Dynamics CRM and Zoho Expense together is that it will help you to keep track of all your customer information in one place. You don’t have to log into your email accounts or Zoho account just to check some information about your customers or employees.

The last part is conclusion and recommendation. I think Microsoft Dynamics CRM and Zoho Expense is a good combination for small companies. However, it will be better if they integrate both applications with Google Drive or Dropbox, because it will make it more accessible and easier for users.

The process to integrate Microsoft Dynamics CRM and Zoho Expense 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.