If you have created a company in CallRail, it's important to create a customer in Zoho Expense. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
In order to keep your accounting and customer records in sync, when you create a contact in CallRail, this automation will automatically create a customer in Zoho Expense.
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with CallRail and Zoho Expense!
You Can Also Connect Zoho Expense or CallRail With 1400+ Other Apps
Zoho Expense
Zoho Expense is an automated expense reporting tool that streamlines expense tracking, approvals, and reimbursements—helping businesses control spending and stay compliant with ease.
CallRail provides real-time insights into the quality of your phone calls. With CallRail, you can now measure your advertising ROI (Return on Investment) and know exactly which ads are driving inbound calls.