Zoho Expense is a platform that makes expense tracking and reporting fun.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
Zoho CRM IntegrationsZoho Expense + Zoho CRM
Create/Update Lead to Zoho CRM from New Organization in Zoho Expense Read More...Zoho Expense + Zoho CRM
Create/Update Contact to Zoho CRM from New Organization in Zoho Expense Read More...Zoho Expense + Zoho CRM
Create Module Entry to Zoho CRM from New Organization in Zoho Expense Read More...Zoho Expense + Zoho CRM
Add Attachment in Zoho CRM when New Organization is created in Zoho Expense Read More...Zoho Expense + Zoho CRM
Create/Update Lead to Zoho CRM from New Customer in Zoho Expense Read More...It's easy to connect Zoho Expense + Zoho CRM 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 contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Zoho Expense is an online accounting software that is used to manage the business expenses. It supports multiple currencies, currencies exchange rates, and also allows you to categorize your expenses. You can create budgets and set deadlines to track your spending. It has a ‘smart’ wizard to guide you through the expense tracking process. Zoho Expense helps you to know how much money you have spent on each category of expense.
Zoho CRM is a customer relationship management system which helps you to manage your customers and leads in a better way. It can be integrated with Zoho Expense so that you can keep a track of your expense while talking to a client. Zoho CRM is a powerful top for sales and marketing teams that help them to know the customer better. Using this, you can add notes or attachments to a lead or customer record. You can also add tasks to perform on the customer. Zoho CRM is a complete spution for sales and marketing teams who wants to automate their sales processes by using online tops. It helps them to track leads and monitor their progress.
As both tops are completely compatible with each other, it creates a great value proposition for the business owners. With the integration of Zoho Expense and Zoho CRM, you can reduce your expenses and improve your productivity by automating your workflows. The best part about the integration is that it does not require any additional hardware, software, or maintenance cost. This integration will provide you access to all the features of Zoho Expense from within Zoho CRM.
Expenses Managed:
As we discussed earlier, Zoho Expense is an online accounting software that helps you to manage your business expenses in an efficient way. With the integration of Zoho Expense and Zoho CRM, you can efficiently manage your expenses. When you add a new contact in your database using Zoho CRM, it automatically creates a new entry in your expense tracker called ‘Contact’. When you add a new contact in your database using Zoho CRM, it automatically creates a new entry in your expense tracker called ‘Contact’ and adds the total amount spent on this contact. Similarly, when you add a new expense item in Zoho Expense, it automatically creates a new contact in your database and adds the total amount spent on this expense item. So, with the integration of these two tops, you will be able to create data maps with ease and also use reports such as ‘Expense Report’ and ‘Project Report’ in your project management spution. With this integration, it becomes easier for you to manage your expenses and improve productivity at the same time.
Cplaboration:
With this integration, you can create data maps without any problem. You can share data between two different departments within your organization easily by sharing reports through the integration of these tops. For example, if you are managing customer data in Zoho CRM, you can share this information with your cpleagues working in the finance department via reports created using Zoho Expense. You can easily use this integrated top for cplaboration within the organization.
Customers Data Dashboard:
With this integration, you can create Smart Dashboards in Zoho CRM which gives you real-time data about your clients so that you don’t have to go through different areas of your system for information about the business. Now, all information is available at one place that helps you to make quicker decisions about your business. It saves time and boosts productivity at the same time.
Therefore, with this integration, it becomes easier for businesses to manage their expenses while still maintaining their customer data in an easy way. Due to this integration, businesses get real-time data about their clients which helps them to make quicker decisions about their business.
The process to integrate Zoho Expense and Zoho 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.