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Zoho Expense + Zoho CRM Integrations

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

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 Integrations
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Best ways to Integrate Zoho Expense + Zoho CRM

  • Zoho Expense Zoho CRM

    Zoho Expense + Zoho CRM

    Create/Update Lead to Zoho CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho Expense Zoho CRM

    Zoho Expense + Zoho CRM

    Create/Update Contact to Zoho CRM from New Organization in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Zoho Expense Zoho CRM

    Zoho Expense + Zoho CRM

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

    Zoho Expense + Zoho CRM

    Add Attachment in Zoho CRM when New Organization is created in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Organization
     
    Then do this...
    Zoho CRM Add Attachment
  • Zoho Expense Zoho CRM

    Zoho Expense + Zoho CRM

    Create/Update Lead to Zoho CRM from New Customer in Zoho Expense Read More...
    Close
    When this happens...
    Zoho Expense New Customer
     
    Then do this...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Zoho Expense + Zoho 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Zoho Expense & Zoho 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 Zoho 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 Zoho CRM.

    (2 minutes)

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

Integration of Zoho Expense and Zoho CRM

Zoho Expense

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

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.

Integration of Zoho Expense and Zoho CRM

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.

Benefits of Integration of Zoho Expense and 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.