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Zoho Expense + pipelinedeals Integrations

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

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

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

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

pipelinedeals Integrations

Best ways to Integrate Zoho Expense + pipelinedeals

  • Zoho Expense pipelinedeals

    Zoho Expense + pipelinedeals

    Create Company to pipeline deals from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    pipelinedeals Create Company
  • Zoho Expense pipelinedeals

    Zoho Expense + pipelinedeals

    Create Task to pipeline deals from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    pipelinedeals Create Task
  • Zoho Expense pipelinedeals

    Zoho Expense + pipelinedeals

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

    Zoho Expense + pipelinedeals

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

    Zoho Expense + pipelinedeals

    Create Deal to pipeline deals from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    pipelinedeals Create Deal
  • 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 + pipelinedeals in easier way

It's easy to connect Zoho Expense + pipelinedeals 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 Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Zoho Expense & pipelinedeals 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 pipelinedeals 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 pipelinedeals.

    (2 minutes)

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

Integration of Zoho Expense and pipelinedeals

Zoho Expense is a free online expense tracking system developed by ZOHO Corp, an Indian offshore services company that was founded in 1996. It allows businesses to track and categorize their expenses without any hassle. The software can be used to manage expenses of an individual, group or organization. The software is very easy to install and use.

pipelinedeals is an online B2B e-commerce platform established in 2010. The company helps businesses to source, sell and buy products and services directly from manufacturers at the best possible price. pipelinedeals helps small and medium scale businesses to buy products at whpesale prices and sell them at retail prices without paying any intermediaries. There are hundreds of thousands of products available on this platform for sale and purchase.

The integration between Zoho Expense and pipelinedeals has many benefits. The user can connect with different manufacturers through pipelinedeals and can choose the best possible deal for their business. The user can also directly communicate with the manufacturer to get customized products which will help to cut down on the cost of production. The user can also view all the product details from the manufacturer before buying or sending a quotation request. Also, it is very easy for users to maintain a list of products purchased from pipelinedeals in Zoho Expense. The user can keep a record of marketing material purchased from pipelinedeals in Zoho Expense so that they do not have to keep a physical list of purchased items. In addition, they can send the digital receipts from the website directly to Zoho Expense using a computer, tablet or smartphone. Users can also easily create new entries in Zoho Expense by adding the invoice date, invoice amount, supplier name and supplier address from pipelinedeals. If they want to add a new entry quickly they can use a keyboard shortcut. They can also add a new line item quickly by pressing a keyboard shortcut or selecting a dropdown menu. Zoho Expense also makes it convenient for users to enter their credit card information through a secure portal with a single login process.

The process to integrate Zoho Expense and pipelinedeals 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.