Zoho Expense + Close Integration

Connect Zoho Expense to Close in 1 click

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1.
  • Zoho Expense
    Trip is created in Zoho Expense
  • Zoho Expense
    Project is created in Zoho Expense
  • Zoho Expense
    Tax is created in Zoho Expense
  • Zoho Expense
    Customer is created in Zoho Expense
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
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2.

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Ready Workflows Ready Workflows   for Zoho Expense + Close Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Zoho Expense + Close Integration

Create Close contact for new Zoho Expense customer

If you are using Zoho Expense, then you may want to also use Close to manage your customer relationships. With the help of this automation, whenever you create a customer in Zoho Expense, a corresponding contact will be created in Close.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Zoho Expense + Close Integration

Create Close task for new Zoho Expense customer

With the growth of Zoho Expense, many companies are looking for ways to connect their Zoho Expense account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Close every time a customer is created in Zoho Expense.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Close + Zoho Expense Integration

Create Zoho Expense customer for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, 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 Close and Zoho Expense!
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Automations

Top 10 Most Popular Zoho Expense Automations from
Integrately Community

Just click on the workflow you want to automate

Zoho Expense logo
HubSpot logo
Create HubSpot contact for new Zoho Expense customer
Zoho Expense logo
HubSpot logo
Create HubSpot task for new Zoho Expense customer
HubSpot logo
Zoho Expense logo
Create Zoho Expense customer for new HubSpot contact
Zoho Expense logo
CompanyHub logo
Create CompanyHub contact for new Zoho Expense customer
Zoho Expense logo
CompanyHub logo
Create CompanyHub task for new Zoho Expense customer
Zoho Expense logo
HubSpot logo
Create HubSpot contact for new Zoho Expense customer
Zoho Expense logo
HubSpot logo
Create HubSpot task for new Zoho Expense customer
HubSpot logo
Zoho Expense logo
Create Zoho Expense customer for new HubSpot contact
Zoho Expense logo
CompanyHub logo
Create CompanyHub contact for new Zoho Expense customer
Zoho Expense logo
CompanyHub logo
Create CompanyHub task for new Zoho Expense customer
growform logo
Zoho Expense logo
Create Zoho Expense customer for new growform form submission
MachForm logo
Zoho Expense logo
Create Zoho Expense customer for new MachForm form submission
Formester logo
Zoho Expense logo
Create Zoho Expense customer for new Formester form submission
GoZenForms logo
Zoho Expense logo
Create Zoho Expense customer for new GoZenForms form submission
Zoho Expense logo
GoodDay.work logo
Create GoodDay.work task for new Zoho Expense customer
growform logo
Zoho Expense logo
Create Zoho Expense customer for new growform form submission
MachForm logo
Zoho Expense logo
Create Zoho Expense customer for new MachForm form submission
Formester logo
Zoho Expense logo
Create Zoho Expense customer for new Formester form submission
GoZenForms logo
Zoho Expense logo
Create Zoho Expense customer for new GoZenForms form submission
Zoho Expense logo
GoodDay.work logo
Create GoodDay.work task for new Zoho Expense customer

Top 10 Most Popular Close Automations from
Integrately Community

Most popularmost-popular-automations
01
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
02
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
03
GroovePages logo
Close logo
Create Close contact for new GroovePages response
04
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
05
Formsite logo
Close logo
Create Close contact for new Formsite form submission
cloud
Close
app integration
06
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
07
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
08
OnceHub logo
Close logo
Create Close task for new OnceHub booking
09
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
10
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Zoho Expense or Close With 1400+ Other Apps

Zoho Expense
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.
Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.