Zoho Expense is a platform that makes expense tracking and reporting fun.
Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.Salesmate.io Integrations
Zoho Expense + Salesmate.ioCreate Contact to Salesmateio from New Organization in Zoho Expense Read More...
Zoho Expense + Salesmate.ioCreate Company to Salesmateio from New Organization in Zoho Expense Read More...
Zoho Expense + Salesmate.ioCreate Deal to Salesmateio from New Organization in Zoho Expense Read More...
Zoho Expense + Salesmate.ioCreate Activity to Salesmateio from New Organization in Zoho Expense Read More...
Zoho Expense + Salesmate.ioUpdate Contact in Salesmateio when New Organization is created in Zoho Expense Read More...
It's easy to connect Zoho Expense + Salesmate.io without coding knowledge. Start creating your own business flow.
Triggers when a new customer is created.
Triggers when a new expense is created.
Triggers when a new organization is created.
Triggers when a new project is created.
Triggers when a new trip is created.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
This is an article on the integration of Zoho Expense and Salesmate.io. Zoho Expense is a cloud based expense tracking software that helps organizations manage their business related expenditures. Salesmate.io is an online sales management software which improves operational efficiency, increases revenue and helps organizations gain competitive advantage. Integration of Zoho Expense and Salesmate.io is an efficient way to improve organizational operations by making use of information available in both systems. This article gives an outline on how this integration can be carried out.
Zoho Expense and Salesmate.io offer a rich array of features and functionalities to make business operations more efficient and effective. Integration of both the applications brings these advantages together in one place thus offering a single point spution to tackle all business related issues. The fplowing are some of the benefits of integrating Zoho Expense and Salesmate.io:
Improved operational efficiency. Both Zoho Expense and Salesmate.io offer a wide range of features which automate various business functions such as capturing expenses, invoicing, time tracking, creating reports and managing expenses. Integration of these two applications allows users to access these features from a single interface and thus eliminates the need to switch between different systems and fill forms again and again for each activity. This results in lower operational costs and higher productivity.
Automated data entry. The integration of Zoho Expense and Salesmate.io allows users to create full expense reports including details such as vendors, locations, products purchased and other details directly from the Salesmate.io account. Users can also add expenses without logging into Zoho Expense by just entering the expense amount and capturing the receipt details. These receipts are then added to the expense report in seconds without the need to access the expense tracker. This saves a lot of time spent on data entry and reduces chances for error while entering data manually.
Enhanced analytical capabilities. Integration of Zoho Expense and Salesmate.io allows users to create expense reports from within Salesmate.io dashboard thus eliminating the need to switch between different systems to create reports pertaining to different transactions. Salesmate.io offers a variety of dashboards which can be customized as per user requirements and preferences which makes it easier for users to keep track of different types of transactions at one place. The integration also allows users to export data from both Zoho Expense and Salesmate.io so that they can analyze it using third party applications such as MS Excel, MS PowerPoint or MS Word depending upon their preference.
Integration of Zoho Expense and Salesmate.io offers a lot of advantages for organizations who have already adopted either of these applications or wish to adopt them soon in future. It increases operational efficiency by making use of information available in both systems thus reducing manual work greatly. It also saves a lot of time due to automated data entry from both systems into expense reports making it easier for companies to track information quickly and accurately thus improving decision making capabilities significantly.
The process to integrate Zoho Expense and Salesmate.io 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.