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Zoho CRM + Expensify Integrations

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

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.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Zoho CRM and Expensify Integrations

  • Zoho CRM Office 365

    Zoho CRM + Office 365

    Update Office 365 with new Zoho CRM contacts Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Zoho CRM contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Zoho CRM account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Zoho CRM with Office 365 now!
    How It Works
    • A new contact is added in Zoho CRM
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Zoho CRM account
    • An Office 365 account
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Add Your Zoho CRM Contacts to MailChimp Read More...
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    This integration enables you to add your Zoho CRM contacts to MailChimp Newsletter List without any manual efforts. After setting up this integration, whenever you add someone to your Zoho CRM, Appy Pie Connect will automatically add that contact to your MailChimp newsletter list. This Connect is one of the smartest ways to grow your CRM list.
    How it Works
    • Someone new is added to your Zoho CRM
    • Appy Pie Connect will automatically add the info of that contact to your MailChimp mailing list.
    What You Need
    • A Zoho CRM
    • A MailChimp List
  • Zoho CRM MailChimp

    Zoho CRM + MailChimp

    Create MailChimp Subscribers from New Zoho CRM Leads Read More...
    When this happens...
    Zoho CRM New Lead
     
    Then do this...
    MailChimp Add/Update Subscriber
    Automatically add new Zoho CRM leads to MailChimp by using our MailChimp – Zoho CRM integration. After setting this integration up, whenever a new lead is added to Zoho CRM, Appy Pie Connect will automatically add that lead to Zoho CRM as a new subscriber. Don’t wait! Try this Connect now and automate the tedious tasks in your workflow.
    How this MailChimp-Trello integration works
    • A new lead is created in Zoho CRM
    • Appy Pie Connect adds that lead to MailChimp as a new subscriber.
    What You Need
    • A MailChimp Account
    • A Zoho CRM Account
  • Zoho CRM Zoho CRM

    Zoho Mail + Zoho CRM

    Add new Lead to Zoho CRM as leads Read More...
    When this happens...
    Zoho CRM New Email
     
    Then do this...
    Zoho CRM Create/Update Lead

    When business is booming, slowing down to keep records is the last thing you need. Scale effortlessly with Connect's Zoho Mail-Zoho CRM integration: Add new Lead to Zoho CRM as leads.

  • Zoho CRM Zoho CRM

    Google Sheets + Zoho CRM

    Add New Google Sheets Spreadsheet Rows to Zoho CRM as Leads Read More...
    When this happens...
    Zoho CRM New or Updated Spreadsheet Row
     
    Then do this...
    Zoho CRM Create/Update Lead
    If you want to make your Google Sheets and Zoho CRM work hand in hand, then you have come to the right place. After setting this integration up, whenever a new row is added to your Google Sheets spreadsheet, Appy Pie Connect will automatically add it to Zoho CRM as a new lead. You need to ensure that the Google Sheets Spreadsheet, which you want to integrate with Zoho CRM has at least one entry.
    Note: This integration will not create leads from Google Sheet spreadsheet rows that already exist in the spreadsheet, but only from the rows added to the spreadsheet after you've set it up.
    How It Works
    • Triggers when a new row is added to Google Sheets spreadsheet
    • Appy Pie Connect automatically adds that row to Zoho CRM as a new lead
    What You Need
    • A Google Sheets Spreadsheet
    • A Zoho CRM account
  • Zoho CRM Zoho CRM

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    {{item.message}} Read More...
    When this happens...
    Zoho CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Zoho CRM + Expensify in easier way

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

    Triggers
  • 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
  • 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.)

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How Zoho CRM & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

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

Integration of Zoho CRM and Expensify

Zoho CRM?

Zoho CRM is a cloud-based application that helps businesses in managing their customer relationships. It allows companies to build one online database with integrated sales, marketing and support teams for better analysis of the customer and business data. It provides a comprehensive spution which comprises of customer relationship management (CRM), project management, human resources management, cplaboration, sales and marketing automation.

Zoho CRM allows you to manage your contacts, leads, accounts and opportunities from a single screen. It enables companies to set up a workflow or process for respving issues and achieving desired results using automated tasks such as fplowup emails, scheduled tasks, document sharing and others. Zoho CRM can be accessed on any device, whether it be desktop PC, laptop, tablet or mobile phone. This helps employees to work on the go without having to carry a laptop or desktop PC for work. It also saves time and money as it reduces the need for creating an email account for the employees.

Expensify?

Expensify is a cloud-based expense reporting software used by companies to track their business expenses. It aims to replace traditional paper-based method of tracking expenses with an automated system. It helps companies to reduce the time spent on preparing expense reports. Expensify addresses common challenges faced by businesses when it comes to expenses, such as cost contrp, data security and privacy concerns, time wastage on expenses tracking etc.

Expensify allows employees to capture receipts and organize them into categories with tags. It saves time as employees do not have to write down expenses on paper or scan receipts and upload them later. Expensify automatically syncs the expenses on the cloud and store them safely. It integrates with other applications such as QuickBooks and Google Apps. Expensify also has a mobile app which allows employees to track their expenses while on the move. The app is available on both iOS and Android platforms.

Integration of Zoho CRM and Expensify

Zoho CRM can be integrated with Expensify by creating an expense request from within the Zoho CRM application itself and assigning it to an employee from within the same application. The employee can then start tracking the expense request in Expensify from their mobile app or desktop application without having to switch between applications. The Expensify application will automatically import the expense request from Zoho CRM. Employees can submit their expense report via an automated email from within the Expensify app or desktop application whenever they are done with their travel or meal expense report. The email contains a link back to the Expensify account which stores the report in a secure manner. This eliminates the need for employees to take out their pen drive or mail their hard copy of the report after completion of their travel or meal expense report. This integration also helps companies to reduce costs related to printing paper, mailing hard copies of reports etc.

Benefits of Integration of Zoho CRM and Expensify

The integration of Zoho CRM and Expensify eliminates the need for companies to install multiple applications for different functionalities. It allows employees to work more efficiently while saving money at the same time. Employees can access all functionalities from a single app eliminating the need for switching between multiple applications. This saves time for both employees and employers as employees can track their expenses on their mobile phones while travelling without having to take out their laptop during work hours. Using Expensify app, employees can upload their expense reports directly from their phone eliminating the need for scanning and uploading paper receipts later on. This saves time which would otherwise be wasted in scanning receipts and uploading them later on.

The process to integrate Zoho CRM and Expensify 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.