A globally popular On-demand Customer Relationship Management, Zoho CRM helps you to efficiently streamline your business sales, marketing, customer support, and inventory management functions, while establishing a long term relationship with customers.Read More
Expensify is a highly regarded tool for expense management, receipt scanning, and business travel. Expensify can categorize and code each receipt and can even automatically submit business expenses for approval and reimbursement.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.
Add attachment to the selected Module entry.
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