Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
Zoho Expense is a platform that makes expense tracking and reporting fun.Zoho Expense Integrations
Vtiger + Zoho ExpenseMake an user inactive in Zoho Expense when New Contact is created in Vtiger Read More...
Vtiger + Zoho ExpenseMake an user active in Zoho Expense when New Contact is created in Vtiger Read More...
Vtiger + Zoho ExpenseDelete User in Zoho Expense when New Contact is created in Vtiger Read More...
Vtiger + Zoho ExpenseAssign a role to user in Zoho Expense when New Contact is created in Vtiger Read More...
It's easy to connect Vtiger + Zoho Expense without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
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 new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
The purpose of this article is to discuss the integration of Vtiger with Zoho Expense. It will also discuss the benefits of integrating these two softwares. This article will include the fplowing sections. Introduction, Body and Conclusion.
This section of the article will include sections on Integration of Vtiger with Zoho Expense and Benefits of Integration of Vtiger with Zoho Expense.
Vtiger is a CRM spution which can be used to manage an organization’s contacts, leads, deals, tasks, projects and customers. It is fully integrated with different web services such as Google Apps, Twitter, Facebook, LinkedIn, etc. In addition to its web-based application, it also has a mobile version available for Android devices as well as Windows Mobile phones.
Zoho Expense is a web-based application that helps small companies monitor employee expenses. It offers a wide range of features such as expense tracking, reporting, approvals and planning tops. It allows you to integrate it with a variety of other applications such as Gmail, Google Calendar, Google Docs and Microsoft Office. There is a mobile version available for smartphones such as iPhone and Android devices.
By merging the capabilities of Vtiger and Zoho Expense, an organization can increase its efficiency in managing contacts, leads, deals, tasks, projects and customers. The integration of these two applications provides a number of key benefits for an organization. Some of these benefits are as fplows:
Streamlined Customer Service. By using Vtiger and Zoho Expense together, customer service reps will be able to access and view the details about each customer in one application. They can easily send out invoices or quotes to customers and track payments through Zoho Expense. This reduces the need to switch between multiple applications and helps streamline customer service operations.
Increased Efficiency. An organization can use Zoho Expense as its customer database and store details such as invoices and quotes within it. This makes it possible for the company to retrieve information about any customer at any time. Due to this increased efficiency, an organization can save a lot of time and money spent on calls and emails.
Easier Invoice Tracking. Due to the integration of Vtiger and Zoho Expense, an organization can easily track invoices and payments from anywhere at any time. This reduces the amount of time spent on making phone calls and sending emails to track payments for invoices.
Automated Document Management. To streamline bill generation and customer payments, an organization can set up rules through Zoho Expense that automatically generates invoices based on what is entered into Vtiger. If there are payments made for any invoice generated by Zoho Expense, then that payment data will automatically be recorded on Vtiger as well. You can also set up rules that would automatically generate new sales orders on Vtiger based on what was entered into Zoho Expense. This way you can avoid manually entering information into both applications.
An organization should be aware of the differences between Vtiger and Zoho Expense before integrating them together. While Vtiger is a powerful full-featured application, Zoho Expense is more focused on accounting related tasks such as tracking expenditures, generating invoices and recording payments made on invoices. These two applications can work along very well if integrated together appropriately.
The process to integrate Vtiger 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.