Zoho CRM + Zoho Expense Integration

Connect Zoho CRM to Zoho Expense in 1 click

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1.
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
  • Zoho Expense
    Trip is created in Zoho Expense
  • Zoho Expense
    Customer is created in Zoho Expense
  • Zoho Expense
    Tax is created in Zoho Expense
  • Zoho Expense
    Project is created in Zoho Expense
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2.

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Most popular automationmost-popular-automations
Zoho Expense + Zoho CRM Integration

Create Zoho CRM contact for new Zoho Expense customer

If you are using Zoho Expense, then you may want to also use Zoho 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 Zoho 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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Zoho CRM + Zoho Expense Integration

Create Zoho Expense customer for new Zoho CRM contact

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

Top 10 Most Popular Zoho CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
Elementor Forms logo
Zoho CRM logo
Create Zoho CRM module for new Elementor Forms form submission
Activate
WA Web Plus logo
Zoho CRM logo
Create Zoho CRM module for new whatsapp event received in WA Web Plus
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM module for new Google Sheets row
Activate
Zoho CRM logo
AiSensy logo
Send AiSensy template message for updated Zoho CRM module
Activate
Elite Funnels logo
Zoho CRM logo
Create Zoho CRM module for new Elite Funnels form submission
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate
WhatsApp logo
Zoho CRM logo
Create Zoho CRM module for new message received in WhatsApp
Activate
Google Sheets logo
Zoho CRM logo
Create Zoho CRM contact for new Google Sheets row
Activate
WPForms logo
Zoho CRM logo
Create Zoho CRM module for new WPForms form submission
Activate
Webflow (Legacy) logo
Zoho CRM logo
Create Zoho CRM module for new Webflow form submission
Activate
Tally logo
Zoho CRM logo
Create Zoho CRM module for new Tally response
Activate

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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2
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You Can Also Connect Zoho CRM or Zoho Expense With 1400+ Other Apps

Zoho CRM
Zoho CRM
ZohoCRM is a simple and easy-to-use CRM software that provides you with everything you need to manage your contacts. You can create, store, and share contacts through the web interface or on the mobile app.
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.