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  1. App Directory
  2. Odoo CRM
  3. Integrations
  4. Zoho Expense

Odoo CRM + Zoho Expense Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Odoo CRM Integrations
About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Zoho Expense

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

Zoho Expense Integrations

Best ways to Integrate Odoo CRM + Zoho Expense

  • Odoo CRM Zoho Expense

    Odoo CRM + Zoho Expense

    Make an user inactive in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho Expense Make an user inactive
  • Odoo CRM Zoho Expense

    Odoo CRM + Zoho Expense

    Make an user active in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho Expense Make an user active
  • Odoo CRM Zoho Expense

    Odoo CRM + Zoho Expense

    Delete User in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho Expense Delete User
  • Odoo CRM Zoho Expense

    Odoo CRM + Zoho Expense

    Assign a role to user in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho Expense Assign a role to user
  • Odoo CRM Zoho Expense

    Odoo CRM + Zoho Expense

    Create User to Zoho Expense from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Zoho Expense Create User
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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.

Show All

How Odoo CRM & Zoho Expense Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and Zoho Expense

Odoo CRM?

Zoho Expense?

Integration of Odoo CRM and Zoho Expense

Benefits of Integration of Odoo CRM and Zoho Expense

Integration of Zoho Expense with Odoo CRM provides organizations with new business, financial and business intelligence opportunities. The integration is fully enabled by the new Authentication Service Provider (ASP. feature of Odoo CRM. ASP allows different applications, like Zoho Expense, to secure their data using the same authentication mechanism. This means that an organization can combine its existing data sources with new ones without having to create connections between them. It also means users don’t have to remember multiple passwords or use different user names and passwords for different applications. When combined, Zoho Expense and Odoo CRM create a full-featured spution for managing expenses. The integration makes it easy to manage expenses in real time, which drives efficiency and helps reduce your bottom line.

Odoo CRM user can easily create expense entries directly from Odoo CRM contacts or leads. They can also import expense entries between Zoho Expense and Odoo CRM. Users can track expenses in real time and set reminders to remind them when they need to submit their expenses. They can also create customized reports to view expenses by month or fiscal year. And they can integrate with third-party accounting software like QuickBooks, Freshbooks, Xero or other accounting tops.

Integration of Zoho Expense with Odoo CRM provides organizations with new business, financial and business intelligence opportunities. The integration is fully enabled by the new Authentication Service Provider (ASP. feature of Odoo CRM. ASP allows different applications, like Zoho Expense, to secure their data using the same authentication mechanism. This means that an organization can combine its existing data sources with new ones without having to create connections between them. It also means users don’t have to remember multiple passwords or use different user names and passwords for different applications. When combined, Zoho Expense and Odoo CRM create a full-featured spution for managing expenses. The integration makes it easy to manage expenses in real time, which drives efficiency and helps reduce your bottom line.

The process to integrate Odoo 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.

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