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Integrate HubSpot CRM with Zoho Expense

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

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Zoho Expense

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

Zoho Expense Integrations

Best ways to Integrate HubSpot CRM + Zoho Expense

  • HubSpot CRM Integration Zoho Expense Integration

    HubSpot CRM + Zoho Expense

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

    HubSpot CRM + Zoho Expense

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

    HubSpot CRM + Zoho Expense

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

    HubSpot CRM + Zoho Expense

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

    HubSpot CRM + Zoho Expense

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

    HubSpot 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 HubSpot CRM + Zoho Expense in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • 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
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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 HubSpot CRM & Zoho Expense Integrations Work

  1. Step 1: Choose HubSpot 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 HubSpot CRM to Zoho Expense.

    (2 minutes)

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

Integration of HubSpot CRM and Zoho Expense

HubSpot CRM?

HubSpot CRM is a marketing, sales and customer service platform that helps companies increase their leads, close more deals, and automate marketing.

Zoho Expense?

Zoho Expense is an online spution that helps employees to track all their business related expenses easily. It also allows them to create expense reports and send the same to the organization. The reports are created with the help of invoice, transaction data, expense category data etc. This top allows you to view your expenses by days, months or years.

The integration of HubSpot CRM and Zoho Expense enables users to add their expenses directly from the HubSpot CRM. This makes their work more efficient and they can save a lot of time. Most of the time employees have to travel from one place to another to capture the data but with this integration it is quite easy for them to add their expense report in a few clicks. This integration is a boon for organizations who want to automate their expense management system in a better way. It also reduces manual intervention in various processes. You can integrate HubSpot CRM with Zoho Expense in a few steps that are given below:

Integration of HubSpot CRM and Zoho Expense

First of all you need to install HubSpot CRM plugin in Zoho Expense dashboard. There are two methods to do so:

You can install the plugin manually from Zoho Marketplace or from link https://marketplace.zoho.com/apps/catalog/4b9ccc74-0e0d-11e6-bfe2-003048231743/records/hubspot-crm.html. A demo of this installation is also provided if you want to try it before downloading it.

You can get this plugin directly from the Plugin Store of HubSpot CRM. To achieve this you need to log on to your HubSpot CRM account and go to “Setting” section. Here you need to choose “Integrations” and then click on “Connect via API”. After that you need to fill out the details like API Key and API Secret and then you will be able to get the download link for this plugin. This plugin can be installed on any Zoho application you want.

Benefits of Integration of HubSpot CRM and Zoho Expense

It saves users’ time as they will not have to enter the data manually which takes a lot of time. It increases employee productivity as employees will get paid for their work only when they submit their expense report without any errors. It creates reports automatically according to the requirements of an organization so no error occurs in the process of creating reports manually. Employees don’t have to spend extra energy and time on managing expenses and if they do then they will get their money back. If we compare the cost of creating reports manually and using this integration we will see that it is much more efficient than doing it manually which consumes more resources and time. Organizations can achieve their goals quickly with this integration because it helps them in creating expense reports quickly. Employees can submit their expense report within few minutes after completing the task which allows them to use their valuable time in other tasks that are more important for an organization which helps in increasing productivity. Organizations can easily reduce their operational costs by integrating HubSpot CRM with Zoho Expense in their business operations. It creates transparency in expense management process in an organization which helps in increasing trust between employees and bosses in an organization. It also reduces manual intervention in the process of creating expense reports which helps in increasing efficiency. Organizations can increase productivity in an affordable manner by integrating HubSpot CRM with Zoho Expense. Employees can improve their productivity by tracking their expenses through this integration which will help them to manage their budget better. It also helps them in identifying their spending habits so that they can change them accordingly if required. Organizations don’t have to spend extra money for creating reports manually so it is economical for them too.

The process to integrate HubSpot 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.