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Integrate SugarCRM with Zoho Expense

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

About Zoho Expense

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

Zoho Expense Integrations

Best SugarCRM and Zoho Expense Integrations

  • SugarCRM Integration Zoho Expense Integration

    SugarCRM + Zoho Expense

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

    SugarCRM + Zoho Expense

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

    SugarCRM + Zoho Expense

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

    SugarCRM + Zoho Expense

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

    SugarCRM + Zoho Expense

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

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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 Case

    Create a new case

  • 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 SugarCRM & Zoho Expense Integrations Work

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

    (2 minutes)

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

Integration of SugarCRM and Zoho Expense

SugarCRM?

SugarCRM is a customer relationship management (CRM. software package created and maintained by the SugarCRM Foundation. Originally released in 2004, it can run on a private, local network or on a public cloud computing platform such as Amazon Web Services or Rackspace Cloud.[1] It is open-source software released under the GNU Affero General Public License.

SugarCRM’s main competitors are Salesforce.com and Microsoft Dynamics CRM. SugarCRM is also used alongside other services such as Zoho Expense to form a complete business spution for small and medium-sized businesses.

SugarCRM allows for a single version of the truth. The same information is available across all departments and teams. Information security is a key feature of Sugar, because it allows administrators to contrp who can see what information.

SugarCRM is a very flexible system that can be customized according to the needs of the user, from simple contact management to full-scale enterprise resource planning (ERP. systems. In addition, SugarCRM has many third-party add-ons that extend its functionality.

Zoho Expense?

Zoho Expense is a cloud-based expense management software. It enables users to create an account to keep track of expenses incurred on a daily basis. It has a built-in credit card payment gateway so that it can be used anywhere anytime. This software has a dashboard view of the organization’s expenses and can be integrated with other Zoho products such as Zoho CRM, Zoho Campaigns etc. Users have the option to share expenses with others using this software. This software has dual currency support and multiple language support.

Integration of SugarCRM and Zoho Expense

The process to integrate SugarCRM 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.