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Zoho Expense + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Expense

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

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
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Best ways to Integrate Zoho Expense + Agile CRM

  • Zoho Expense Agile CRM

    Zoho Expense + Agile CRM

    Add Score to Contact in Agile CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Agile CRM Add Score to Contact
  • Zoho Expense Agile CRM

    Zoho Expense + Agile CRM

    Add Event in Agile CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Agile CRM Add Event
  • Zoho Expense Agile CRM

    Zoho Expense + Agile CRM

    Create Company to Agile CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Agile CRM Create Company
  • Zoho Expense Agile CRM

    Zoho Expense + Agile CRM

    Create or Update Contact to Agile CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Agile CRM Create or Update Contact
  • Zoho Expense Agile CRM

    Zoho Expense + Agile CRM

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

    Zoho Expense + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • 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.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Zoho Expense & Agile CRM Integrations Work

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

    (2 minutes)

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

Integration of Zoho Expense and Agile CRM

Zoho Expense

Zoho Expense is a free online top that helps you manage your company’s expenses.

Agile CRM

Agile CRM is an online top that helps you manage your company’s customers, vendors, suppliers, etc.

Integration of Zoho Expense and Agile CRM

Integration of Zoho Expense with Agile CRM is absputely important. Integration of two software programs will make the employees life easier. It will also save time. By integrating Zoho Expense with Agile CRM, it will automatically sync the records. For example, if you record one expense in Zoho Expense, it will automatically sync with Agile CRM. This way it will save the employee’s time. It also saves the employee’s time by not having to log in to both websites. If the employee has to log in to two different websites they have to use different passwords or they have to copy and paste the information from one website to another. This is very tiring, so by integrating these two programs, it saves the employee’s time both physically and mentally. Let’s say that there are 5 employees that need to use Zoho Expense and Agile CRM. Each employee has to log in to their own account on 2 different websites. So this means that there are 10 accounts that have to be logged into. Every day for each employee they must log into every account and retrieve the information that they need for that day. If we multiply 10 by 5 we will get 50 accounts that have to be logged into every day and retrieve the information that they need for that day and multiply that by 7 days a week and we will get 350 accounts that need to be logged into every week. By integrating Agile CRM and Zoho Expense, each employee will only have to log in to one website instead of 2 which saves them a lot of time and money. Another reason why integration of Zoho Expense and Agile CRM is important because it gives your business a competitive edge. A competitive edge can help your business grow faster than others who don’t use an integrated program like this. This way you can track all of your expenses and all aspects of your customer and vendor information at one place and share it with other departments. To integrate these 2 programs, you don’t need to hire any extra people or spend any extra money because integration of Zoho Expense and Agile CRM is absputely free! Save time and money by using an integrated program like this.

Benefits of Integration of Zoho Expense and Agile CRM

The process to integrate Zoho Expense and Agile CRM 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.