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Zoho CRM + Expensify Integrations

How to connect Zoho CRM + Expensify

Zapier lets you send info between Zoho CRM and Expensify automatically—no code required.

When this happens...
Zoho CRMZoho CRM
New Contact

Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

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Zoho CRMZoho CRM
Add Attachment

Add attachment to the slected Module entry

Supported triggers and actions

What does this mean?

How Zoho CRM + Expensify Integrations Work

  1. Step 1: Authenticate Zoho CRM + Expensify.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
zoho-crm logo
zoho-crm logo
zoho-crm logo

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
Learn More

Related categories

CRM (Customer Relationship Management)Zoho

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expensify logo
expensify logo
expensify logo

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
Learn More

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