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.
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
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It's easy to connect Zoho CRM + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
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 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.
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.
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.