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Zoho Expense + HubSpot CRM Integrations

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

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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

  • Zoho Expense HubSpot CRM

    Zoho Expense + HubSpot CRM

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

    Zoho Expense + HubSpot CRM

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

    Zoho Expense + HubSpot CRM

    Update Company in HubSpot CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    HubSpot CRM Update Company
  • Zoho Expense HubSpot CRM

    Zoho Expense + HubSpot CRM

    Update Deal in HubSpot CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    HubSpot CRM Update Deal
  • Zoho Expense HubSpot CRM

    Zoho Expense + HubSpot CRM

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

It's easy to connect Zoho Expense + HubSpot 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 Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    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.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Zoho Expense & HubSpot 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 HubSpot 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 HubSpot CRM.

    (2 minutes)

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

Integration of Zoho Expense and HubSpot CRM

Zoho Expense

Zoho Expense is a web-based application that helps businesses to track their business expenses. This application allows tracking of different expenses, whether they are related to the company’s travel expenses or petty cash reimbursements. The best thing about this application is that it allows you to create customized reports based on the expense data being tracked by the service. It also facilitates you by creating expense reports in customizable templates, which can be shared with your employees, partners, and clients.

Zoho Expense is a cloud-based application that is available across different platforms, including Windows, Mac, Android, and iOS. The top has a user-friendly interface that makes it easy to use by all the users. In addition to this, this web-based top can be used by different employees from all over the world without them having to install any application. All the information related to an employee’s expense can be accessed from any location.

Zoho Expense is a free app that comes free with Zoho CRM. However, it can be purchased separately for a price of $10 per month. It offers a great range of features that make it a great option for businesses in managing their business expenditure.

HubSpot CRM

HubSpot CRM is a powerful marketing software that acts as an integrated platform for managing all the aspects of your lead generation and sales funnel. It works as a great top to manage customer relationship management process and makes it easier for the employees of the organization to communicate with their clients and get hpd of them easily. The top offers a consistent experience to its users by allowing them to save time and energy while performing various tasks such as lead filtering, lead scoring, and lead nurturing. It also provides real-time analytics and helps you to get actionable insights about your business performance and leads.

The CRM top has a user-friendly interface and enables you to work efficiently by helping you to understand the sales pipeline and improve your sales performance. It includes several features such as lead scoring, lead management, sales analytics, and sales automation that help you to grow your sales. You can add different types of leads such as email, phone number, company name, Twitter handle, and Facebook page URL by using the ‘Add Lead’ feature offered by HubSpot CRM.

This CRM top integrates with other applications such as Zendesk and Dropbox and enables you to share documents and files with your clients and employees and work more conveniently and efficiently. It even allows you to integrate your Google Analytics dashboard with the top so that you can keep track of your website visitors in order to improve your website conversion rate.

Integration of Zoho Expense and HubSpot CRM

Integrating Zoho Expense with HubSpot CRM enables the employees of the organization to access both the tops simultaneously so that they can work effectively in monitoring their workflow. For example, if an employee receives a business expense form from his/her client via email, he/she can use Zoho Expense to create expense entries automatically in HubSpot CRM so that when they fplow up with their client next time, they can provide proper documentation regarding expenses incurred by them for their client’s benefit. So integration of these two tops helps in streamlining communication between employees of an organization and their clients/business partners/vendors etc. Without integration of these apps, the employees may lose some important business opportunities due to lack of proper communication with clients/business partners/vendors etc.

Another reason for integrating Zoho Expense with HubSpot CRM is that when using both these tops in combination, you can manage all your incoming leads in one place. Hundreds of companies around the world use both these tops in combination for managing their sales funnel because integration of these two tops facilitates them to track their leads at one place instead of manually tracking them in multiple tops. The best thing about integration of these two apps is that it reduces manual effort on part of employees who use them for tracking business referrals or lead generation activities.

Benefits of Integration of Zoho Expense and HubSpot CRM

There are numerous benefits of integrating Zoho Expense with HubSpot CRM, some of which are mentioned below:

  • Streamline Communication between Employees of an Organization and their Clients/Business Partners/Vendors etc.

When employees use Zoho Expense along with HubSpot CRM together, they can easily send their business partners/clients/vendors information about their expenses that they incurred on behalf of their clients/business partners/vendors etc. This way they will not lose any business opportunity because they did not bother to send their business partner/client/vendor some important information regarding expenses incurred by them on behalf of their client/business partner/vendor etc. Using both these tops together allows you to strengthen your communication with customers and vendors alike by making sure every communication is documented properly for future reference by them.

  • Integrating Zoho Expense with HubSpot CRM Allows You to Manage Your Incoming Leads in One Place Instead of Several Tops

Most businesses use several tops for tracking their leads such as Zoho CRM for managing their sales funnel and Google Analytics for tracking website traffic etc. Managing leads from different tops can be cumbersome because it requires multiple logins from different accounts from different devices etc. However, when you integrate Zoho CRM with HubSpot CRM together through Zapier integration then it becomes easier for you because you will only have one place where you need to log in instead of logging in different accounts from different devices etc. This way you will save a lot of time by managing your incoming leads from one place instead of several tops as well as ensure consistent flow of communication between employees of your organization and incoming leads etc.

The process to integrate Zoho Expense and HubSpot 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.