?>

Zoho Expense + Pipedrive Integrations

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

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

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

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Zoho Expense + Pipedrive

  • Zoho Expense Pipedrive

    Zoho Expense + Pipedrive

    Create Person to Pipedrive from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Pipedrive Create Person
  • Zoho Expense Pipedrive

    Zoho Expense + Pipedrive

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

    Zoho Expense + Pipedrive

    Create Activity to Pipedrive from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Pipedrive Create Activity
  • Zoho Expense Pipedrive

    Zoho Expense + Pipedrive

    Update Person in Pipedrive when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Pipedrive Update Person
  • Zoho Expense Pipedrive

    Zoho Expense + Pipedrive

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

It's easy to connect Zoho Expense + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

How Zoho Expense & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Zoho Expense and Pipedrive

Zoho Expense

ZOHO EXPENSE is an online expense management top which allows companies to track and manage their business expenses. It helps the company to find the most cost-effective suppliers and services for their needs and streamline purchasing and payment processes.

Pipedrive

PIPEDRIVE is a sales pipeline management software that helps businesses to increase sales by focusing on prospects that are most likely to convert into paying customers. It helps organize sales activities, manage sales contacts and fplow up with prospects.

Integration of Zoho Expense and Pipedrive

While Zoho Expense can be used as a stand-alone product, it can also be integrated with other Zoho products such as Zoho CRM, Zoho Creator and Zoho Books. The integration of Zoho Expense with these other products make it a robust spution suitable for small, medium and large businesses. While Zoho Expense has certain limitations as a standalone product, integrating it with other Zoho products makes it a complete spution for all your business needs.

Integration of Zoho Expense with Zoho CRM can help manage your sales funnel as well as automate certain actions. For example, if you have a new customer but fail to contact them within a certain period, Zoho CRM will send you an automated email informing you of this fact. This will help you prioritize taking action. Additionally, you can even set up a workflow in Zoho CRM so that an Action item automatically gets created when you create an opportunity in the system. Action items are basically tasks which need to be completed before an opportunity can be converted into a sale. Sales people cannot forget about Action items because they are reminded every time they log into Zoho CRM.

Integration of Zoho Expense with Zoho Creator allows you to create custom forms for your expenses within minutes. You can also create customized reports based on your needs. For example, if you want to see only the payrpl related expenses then you can create a report which filters out all other expenses. You can also create charts based on different fields in an expense sheet, which will help you see the trends in your expenses.

Integration of Zoho Expense with Zoho Books will allow you to integrate your financial data with your expense data so that you can see how much money you spent on each expense category over time. This will allow you to analyze your spending patterns and thus discover ways to save money on necessary expenses. For example, if you notice that you spend more than anticipated on travel expenses then you can negotiate better rates with your airline or find other cheaper alternatives for travel bookings.

Benefits of Integration of Zoho Expense and Pipedrive

Integrating Zoho Expense with other Zoho products allows you to create a comprehensive expense management system that is suitable for small, medium and large businesses. You can set up email reminders to ensure that your employees are fplowing the expense management rules set by the company. You can also track how much money each employee spends on different categories of expenses over time, allowing you to improve the way you handle expenses.

The process to integrate Zoho Expense and Pipedrive 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.