Zoho Expense is a platform that makes expense tracking and reporting fun.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
Zoho Expense + CustomerlyCreate or Update Lead to Customerly from New Organization in Zoho Expense Read More...
Zoho Expense + CustomerlyCreate or Update User to Customerly from New Organization in Zoho Expense Read More...
Zoho Expense + CustomerlyAdd User Tag in Customerly when New Organization is created in Zoho Expense Read More...
Zoho Expense + CustomerlyCreate or Update Lead to Customerly from New Customer in Zoho Expense Read More...
Zoho Expense + CustomerlyCreate or Update User to Customerly from New Customer in Zoho Expense Read More...
It's easy to connect Zoho Expense + Customerly without coding knowledge. Start creating your own business flow.
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.
Triggers when a new lead is created.
Triggers when a new user is created.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Zoho is a well-known name in the online business world. Founded in 1996, Zoho has been a pioneer in providing a wide range of sputions for businesses. The company has acquired a number of companies and products over the past couple of years to expand its product portfpio, which includes a broad spectrum in the areas of business applications, CRM , ERP, online storage and cplaboration.
In 2013, Zoho launched an expense reporting app called Zoho Expense. It is designed by keeping the needs of small and medium-sized business in mind. Since then, it has been gaining popularity among its users. In the year 2014, Zoho integrated Zoho Expense with customer relationship management (CRM. spution, Customerly. The integration enables businesses to view expenses directly from customer records. This helps in increased efficiency and leads to better financial reporting.
Zoho Expense enables you to track all your business related expenses. The software provides a lot of different features that help you keep track of your spending and expenses by categorizing them according to types such as food and travel. Customerly also has such useful features that enable you to manage your sales and customers effectively. It helps you plan your sales strategy and customer relationship management (CRM. The integration of Zoho Expense and Customerly will help you take your business to the next level by helping you access relevant information easily. You can also plan and organize your sales activities more effectively and efficiently with this integration.
The integration of Zoho Expense and Customerly simplifies your financial reporting process because it allows you to get real-time data from both the applications. With this integration, you do not have to go through an extra step to transfer data between the two apps. You can get detailed information about the customers just by viewing their record instead of doing a separate search for it in another system. Looking at the customer details automatically updates your expense records as you already have the relevant information readily available to you.
The integration also brings down the time spent on managing your finances and sales activities. Your reports will be accurate and timely because you are able to view all expenses directly from customer records without having to look for them separately in another system. This helps in identifying patterns in your spending. For example, if most of your expenses are in one category or with one customer, it will be easier for you to make necessary changes to reduce costs.
The integration allows you to access up-to-date information about your customers at all times because it updates your expense records every time there is any change in the information associated with them in Customerly. You will also be able to see all items that are associated with a particular customer in Zoho Expense when you click on their name in Customerly. This will help you keep track of your spending more accurately because you can view all expenditures made for a specific period of time for each customer without having to search for expenses manually. It is an excellent feature for tracking business trips or managing corporate accounts payable. You can also generate reports based on customer-specific data with just a few clicks.
Zoho is constantly working on adding new features to its existing apps to provide more value to their users. The integration of Zoho Expense with Customerly is an excellent example of how businesses can bring together different applications that they use into one system for ease of access and better results. The integration can help businesses save time and money while improving their productivity and efficiency through increased accuracy in financial reporting.
The process to integrate Zoho Expense and Customerly 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.