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Salesmate.io + Zoho Expense Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Zoho Expense

About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

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 Salesmate.io + Zoho Expense in easier way

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

  • 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.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Zoho Expense Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Salesmate.io 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 Salesmate.io and Zoho Expense

Salesmate.io is an application that was created to help the sales teams of the companies to manage their leads and contacts, and it can be integrated with Zoho Expense. The integration of Salesmate.io and Zoho Expense enables the users of both applications to share information and data.

Integration of Salesmate.io and Zoho Expense

Salesmate.io can be integrated with Zoho Expense so they can share information and data. The integration of the two applications is done through Zapier, a service that lets you connect different applications and services so they can exchange information and data. The integration process of these applications begins by creating a Salesmate.io account first. You can do this by logging into Salesmate.io using your Gmail account. Once you have successfully logged in to Salesmate.io, you can use Zapier to link it with your existing Zoho Expense account. To do this, go to the “Apps” section of Zapier and choose “Zoho Expense” from the list of available Zoho apps. Next, you need to create a new Zapier app by clicking on “Create New Zap” button. After clicking on the button, you will be taken to a form where you need to fill up some details about your new app. Fill out the form, save your changes, and your new Salesmate.io-Zoho Expense integration is now ready to use.

Benefits of Integration of Salesmate.io and Zoho Expense

The integration of Salesmate.io and Zoho Expense enables both applications to share information and data with each other, which means that the users of both applications can work together without any issues. At the same time, the integration of Salesmate.io and Zoho Expense allows the sales teams of the companies to make better decisions, as they now have access to more information about their leads and contacts.

The process to integrate Salesmate.io 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.