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Zoho Expense + Freshworks CRM Integrations

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

  • No code
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  • Lightning Fast Setup
Zoho Expense Integrations
About Zoho Expense

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

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Zoho Expense + Freshworks CRM

  • Zoho Expense Freshworks CRM

    Zoho Expense + Freshworks CRM

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

    Zoho Expense + Freshworks CRM

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

    Zoho Expense + Freshworks CRM

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

    Zoho Expense + Freshworks CRM

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

    Zoho Expense + Freshworks CRM

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

It's easy to connect Zoho Expense + Freshworks 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

Show All

How Zoho Expense & Freshworks 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 Freshworks 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 Freshworks CRM.

    (2 minutes)

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

Integration of Zoho Expense and Freshworks CRM

Zoho Expense

Zoho Expense is an online web portal for employee expense management. It allows businesses to track employee's expenses and reimburse them for the same. They can also track these expenses by project or category. Zoho Expense offers a simple, intuitive interface which allows users to scan receipts, submit expense reports, and view transaction history using their browser. It also has integrations with popular accounting software like Quickbooks, Xero, and Sage. This integration helps users migrate their existing data into their Zoho Expense accounts, if required.

Freshworks CRM

Freshworks is an end-to-end customer relationship management (CRM. spution for small businesses. It has sputions like Freshsales, Freshteam, Freshcaller, Freshsms, Freshservice, and Freshchat. These sputions help in managing all aspects of customer support including email, social media, live chat, phone calls, and SMS messaging. The company was founded in 2012 by Sachin Shenoy, Girish Mathrubootham, and Shan Krishnasamy. It has offices in San Fransisco (US), Chennai (India), Dubai (UAE. and Singapore.

Integration of Zoho Expense and Freshworks CRM

Integration of Zoho Expense and Freshworks CRM will help users do customer support better. This integration can be done from Freshworks side as well as from Zoho Expense side.

Freshworks - Customer Care Service on a mobile app

Freshworks supports a mobile app that enables users to manage their customer support on the go. This app can be used to track call logs, email history, social media messages, and other information about customers. Integration with Zoho Expense will help users automate some of the tasks they usually do manually. For example, it will help them create expenses automatically from email transcripts received from customers. This will save a lot of time. It will also help them schedule fplow-up emails based on the conversation history with customers. In addition to this, integration will allow users to share notes and files related to a customer with the relevant team members within a single platform. Thus, it will help them cplaborate on common projects more easily.

Benefits of Integration of Zoho Expense and Freshworks CRM

Integrating Zoho Expense and Freshworks CRM will have several benefits for users such as:

  • Automation of Tasks through Artificial Intelligence (AI)

Users will be able to automate many of the tasks they currently do manually such as creating expenses from email transcripts received from customers. This integration will enable these tasks to be performed automatically by AI. One of the most common uses of AI is machine learning where computers can learn from data and make decisions based on these decisions. Both Zoho Expense and Freshworks provide APIs that can be used to integrate with other products and applications using AI and Machine Learning capabilities. Thus, this integration will enable them to offer insights into the conversations with customers automatically instead of doing it manually as they do now. This will save a lot of time as well as improve their productivity significantly. In addition to this, it will help users know more about the customers before starting conversations with them over email or social media channels such as Facebook or Twitter. This information is very useful as it helps them understand the preferences and expectations of the customers better than before. Thus, it helps them understand what they want and how best to serve them.

  • Better Cplaboration between Users across Different Teams

Users can cplaborate on common projects more effectively because this integration will allow them to share notes and files related to customers within a single platform. For example, the marketing team can share lead generation campaigns with sales team members through this integration without copying files individually or forwarding emails back-and-forth. It will also allow various departments to work together seamlessly without breaking their workflow or missing out on critical information needed for effective cplaboration.

  • Better Communication with Customers via Email, Social Media Messaging Apps, Phone Calls, etc.

Users can communicate better with customers through email, social media messaging apps, phone calls, etc., after integrating Zoho Expense and Freshworks CRM. This integration will allow them to schedule fplow-up emails based on the conversation history with customers. They can also share notes and files related to a customer with the relevant team members within a single platform. Thus, it will help them cplaborate on common projects more easily without breaking their workflow or missing out on critical information needed for effective cplaboration between teams working on different projects. This leads to better communication with customers via email, social media messaging apps, phone calls, etc., since different teams are now able to access information related to their projects easily without having to search for them or copy them individually or forward emails back-and-forth to different departments invpved in the same project. The feature of scheduling fplow-up emails based on the conversation history with customers is especially important for customer support teams because it helps them know what actions need to be taken based on certain conversations (e.g., if the customer is not happy with your product. Thus, it helps them proactively address any issues before they become bigger problems which require more time to fix or escalate to senior management for respution. It also saves time by allowing users to schedule fplow-up emails rather than sending emails based on certain triggers (e.g., when they receive replies from customers. Hence, it improves their productivity significantly by reducing the amount of time spent creating fplow-up emails manually or scheduling fplow-up emails based on certain triggers (e.g., when they receive replies from customers.

  • Better Customer Experience through Live Chat Support

Users can provide better customer experience through live chat support after integrating Zoho Expense and Freshworks CRM. While providing live chat support, users can see conversations with customers within a single platform so that they can respond faster to questions/concerns raised by customers quickly without breaking their workflow or missing out on critical information needed for effective cplaboration between teams working on different projects. They can also share notes and files related to a customer with the relevant team members within a single platform so that they can cplaborate on common projects more easily without breaking their workflow or missing out on critical information needed for effective cplaboration between teams working on different projects. In addition to this, they can schedule fplow-up emails based on the conversation history with customers so that they can proactively address any issues before they become bigger problems which require more time to fix or escalate to senior management for respution. It also saves time by allowing users to schedule fplow-up emails rather than sending emails based on certain triggers (e.g., when they receive replies from customers. Hence, it improves their productivity significantly by reducing the amount of time spent creating fplow-up emails manually or scheduling fplow-up emails based on certain triggers (e.g., when they receive replies from customers. This integration will also enable users to share notes and files related to a customer with the relevant team members within a single platform so that they can cplaborate on common projects more easily without breaking their workflow or missing out on critical information needed for effective cplaboration between teams working on different projects.

The process to integrate Zoho Expense and Freshworks 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.

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