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Zoho Expense + Microsoft Dynamics CRM Integrations

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

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Zoho Expense + Microsoft Dynamics CRM

  • Zoho Expense Microsoft Dynamics CRM

    Zoho Expense + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Zoho Expense Microsoft Dynamics CRM

    Zoho Expense + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Zoho Expense Microsoft Dynamics CRM

    Zoho Expense + Microsoft Dynamics CRM

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

    Zoho Expense + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Zoho Expense Microsoft Dynamics CRM

    Zoho Expense + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • 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 + Microsoft Dynamics CRM in easier way

It's easy to connect Zoho Expense + Microsoft Dynamics 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.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    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.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Zoho Expense & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zoho Expense and Microsoft Dynamics CRM

Zoho Expense

Zoho Expense is a web-based expense management software that helps to manage and track business expenses. It helps to eliminate paper receipts and streamline expenses. It is integrated with online payment gateways such as PayPal, WorldPay and more.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. product by Microsoft. It is used by companies to improve the way they serve their customers. It helps in gathering and analyzing data about current and potential customers, and also manages contacts, partners and leads with the help of tops like email and SMS.

Integration of Zoho Expense and Microsoft Dynamics CRM

Integration of Zoho Expense and Microsoft Dynamics CRM helps in automating expense reporting process by integrating Zoho Expense with Microsoft Dynamics CRM. For example, when an employee enters an expense item in Zoho Expense, it will create an invoicing record in Microsoft Dynamics CRM automatically. So, accounting department can import these invoices into Microsoft Dynamics CRM using an automatic process. Similarly, any change made in Microsoft Dynamics CRM will be reflected in Zoho Expense automatically.

Benefits of Integration of Zoho Expense and Microsoft Dynamics CRM

Benefits of integration of Zoho Expense and Microsoft Dynamics CRM are:

Employees can get real-time reports on their expenses from anywhere from mobile devices.

Employees can submit their expense reports anytime. It eliminates the need for employees to find out whether their manager has time to review the expense report at a certain time.

Businesses can run more efficiently since they no longer need to spend time on manually adding or updating expense items. They can focus on other tasks instead.

In a nutshell, integration of Zoho Expense and Microsoft Dynamics CRM saves time and money while increasing efficiency of a business.

The process to integrate Zoho Expense and Microsoft Dynamics 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.