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.
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
It's easy to connect pipelinedeals + Zoho Expense without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
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.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Assign a role to user.
Create a new user.
Delete an existing user.
Make an user active
Make an user inactive.
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 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.