Integrate Freshdesk with Zoho Expense

Appy Pie Connect allows you to automate multiple workflows between Freshdesk and Zoho Expense

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About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

About Zoho Expense

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

Want to explore Freshdesk + Zoho Expense quick connects for faster integration? Here’s our list of the best Freshdesk + Zoho Expense quick connects.

Explore quick connects
Connect Freshdesk + Zoho Expense in easier way

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

  • Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • 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.

How Freshdesk & Zoho Expense Integrations Work

  1. Step 1: Choose Freshdesk 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 Freshdesk to Zoho Expense.

    (2 minutes)

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

Integration of Freshdesk and Zoho Expense

Freshdesk?

Freshdesk is a cloud-based customer support software. It provides a single interface for managing multiple channels of communication with customers.

In one view, it gives the contrp to managers, supervisers and executives to manage customer interactions from email to social media, phone calls, surveys and more.

The system is designed for businesses that have a large number of users or have a heavy workload. The system helps businesses in managing their customer interactions more efficiently. It also offers a feature of ticketing system which allows a channel of communication between a business and its customers.

Zoho Expense?

Zoho Expense is a web based expense management application. It lets you record your expenses easily and categorize them in any way convenient for you. Zoho Expense can be used for both personal and company use.

It offers an option of tracking expenses on a day-to-day basis. It can track expenses by re-occurrence like monthly subscriptions, annual subscriptions, etc.

Integration of Freshdesk and Zoho Expense

Benefits of Integration of Freshdesk and Zoho Expense:

Easy management of contacts for both Freshdesk and Zoho Expense

Easy management of different employees' expenses using Zoho Expense

Efficiently manage the tickets in Freshdesk using Zoho Expense's "ticket integration" feature. This helps in tracking the progress of an issue or query raised by the customers. This helps in maintaining the transparency in the process of issue respution.

Easy Management of Contacts. Freshdesk can store an unlimited number of contacts depending on the plan selected while Zoho Expense can store only 50 contacts initially. But if the plan is upgraded to Zoho One which costs $20 per month, it can store unlimited contacts. With this integration, the users need not worry about storage space as they will be able to store unlimited contacts in Freshdesk. Easy management of different employees' expenses using Zoho Expense. When employees are added into Freshdesk, an expense manager can be assigned to track their expenses. If they are added into Zoho Expense, they can easily be added to groups which make it easy to track their expenses. Efficiently manage the tickets in Freshdesk using Zoho Expense's "ticket integration" feature. Ticket integration provides an efficient way to handle issues/queries raised by customers through email or chat. It gives complete visibility into the process of respving different issues by providing an interface that includes all communications about the issue in one place. Using this feature, customers can directly access to tickets associated with their queries/issues without having to go back and forth between Freshdesk and Zoho Expense. It also helps in faster respution of issues since all the information related to the issue is at hand in one place. The biggest advantage of ticket integration is that it helps in increasing the transparency in the process of issue respution thereby increasing customer satisfaction level. Ticket integration also helps in improving efficiency within an organization by removing silos created by multiple systems used for different processes.

The process to integrate Freshdesk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm