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pipelinedeals + Zoho Expense Integrations

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

About Zoho Expense

Streamline T&E management from end to end. Zoho Expense has powerful features to handle travel and expenses, control spending, and customize and automate business tasks.

Zoho Expense Integrations
Connect pipelinedeals + Zoho Expense in easier way

It's easy to connect pipelinedeals + Zoho Expense without coding knowledge. Start creating your own business flow.

    Triggers
  • 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

  • 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.

    Actions
  • 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.

  • 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.

How pipelinedeals & Zoho Expense Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Zoho Expense as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Zoho Expense with Appy Pie Connect.

    (2 minutes)

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

Integration of pipelinedeals and Zoho Expense

pipelinedeals?

Pipelinedeals is a mobile application that helps entrepreneurs in boosting their sales by simplifying the process of closing deals. The app has an integrated feature of “slack” that allows you to track the deal once it has been initiated. It also tracks the expenditure while the customer is on the way to your store or business outlet.

Zoho Expense?

Zoho Expense is a cloud-based expense management software that helps companies to manage their expenses, including invoicing, reconcile expense data, exporting reports and much more.

Integration of pipelinedeals and Zoho Expense would allow for easy tracking of sales. It would also simplify the process of reconciliation of sales data. This would not only help in saving time but also save costs incurred in hiring an additional member for the team. Moreover, the client will be able to track his data through the system and check it anytime he wants. A feature like this would also increase client loyalty and bring the client back again and again. It would create better customer relation and nurture it. Thus, integration of pipelinedeals and Zoho Expense is an effective strategy for any company.

Pipelinedeals and Zoho Expense can show positive results when they are integrated together. They help in increasing customer loyalty and bringing the client back again and again.

The process to integrate pipelinedeals and Zoho Expense 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.