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.
Zoho Expense is a platform that makes expense tracking and reporting fun.
Zoho Expense IntegrationsOdoo CRM + Zoho Expense
Make an user inactive in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...Odoo CRM + Zoho Expense
Make an user active in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...Odoo CRM + Zoho Expense
Delete User in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...Odoo CRM + Zoho Expense
Assign a role to user in Zoho Expense when New Lead/Opportunity is created in Odoo CRM Read More...Odoo CRM + Zoho Expense
Create User to Zoho Expense from New Lead/Opportunity in Odoo CRM Read More...It's easy to connect Odoo CRM + Zoho Expense without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.