Microsoft Dynamics 365 CRM + Zoho Expense Integration

Connect Microsoft Dynamics 365 CRM to Zoho Expense in 1 click

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  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • 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
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Most popular automationmost-popular-automations
Zoho Expense + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Zoho Expense customer

If you are using Zoho Expense, then you may want to also use Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM.

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?
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Microsoft Dynamics 365 CRM + Zoho Expense Integration

Create Zoho Expense customer for new Microsoft Dynamics 365 CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Dynamics 365 CRM, 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 Microsoft Dynamics 365 CRM and Zoho Expense!
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Automations

Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
WebinarJam logo
Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
Clientify logo
Create Clientify contact for new Microsoft Dynamics 365 CRM contact
Activate
WordPress logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new WordPress user
Activate
Quickblog logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new Quickblog user
Microsoft Dynamics 365 CRM logo
WordPress logo
Create WordPress user for new Microsoft Dynamics 365 CRM contact
Activate
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer
Microsoft Dynamics 365 CRM logo
SureCart logo
Create SureCart contact for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM logo
Shoprocket logo
Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact
sevDesk logo
Microsoft Dynamics 365 CRM logo
Create Microsoft Dynamics 365 CRM contact for new sevDesk contact
Microsoft Dynamics 365 CRM logo
Publit.io logo
Create Publit.io folder for new Microsoft Dynamics 365 CRM contact
Shoprocket logo
Microsoft Dynamics 365 CRM logo
Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Zoho Expense Automations from
Integrately Community

Most popularmost-popular-automations
01
Zoho Expense logo
HubSpot logo
Create HubSpot contact for new Zoho Expense customer
02
Zoho Expense logo
HubSpot logo
Create HubSpot task for new Zoho Expense customer
03
HubSpot logo
Zoho Expense logo
Create Zoho Expense customer for new HubSpot contact
04
Zoho Expense logo
CompanyHub logo
Create CompanyHub contact for new Zoho Expense customer
05
Zoho Expense logo
CompanyHub logo
Create CompanyHub task for new Zoho Expense customer
cloud
Zoho Expense
app integration
06
growform logo
Zoho Expense logo
Create Zoho Expense customer for new growform form submission
07
MachForm logo
Zoho Expense logo
Create Zoho Expense customer for new MachForm form submission
08
Formester logo
Zoho Expense logo
Create Zoho Expense customer for new Formester form submission
09
GoZenForms logo
Zoho Expense logo
Create Zoho Expense customer for new GoZenForms form submission
10
Zoho Expense logo
GoodDay.work logo
Create GoodDay.work task for new Zoho Expense customer
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.
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.