Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM

Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM

Hi folks!

Welcome to Zoho Expense’s Ask the Experts session! We're happy to announce our first episode to help you get to know the product better. This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on the chosen topic for the day. The panel will be available for a 4-hour period and will answer any questions posted here.
In this first episode of Ask the Experts - Zoho Expense, we will cover questions related to the Zoho Expense integration with Zoho CRM, along with all of its workflows. We will be talking about some of the key sections of this integration, including:
  1. Setting up the integration
  2. Handling duplicate records
  3. Create a new view in Zoho CRM before the integration.
  4. Map the Zoho CRM fields to their corresponding Zoho Expense fields
  5. Importing users from Zoho CRM
  6. Accessing Zoho Expense modules from Zoho CRM
  7. Creating expenses and expense reports from Zoho CRM
  8. Visibility into expense reports for the potentials in Zoho CRM
Post your questions and suggestions on the topic and our experts will answer them in real time, along with their suggestions and pro tips.  

We will be live on May 15, 2020, 11:00am-3:00pm PDT.

Looking forward to having you with us. 
Team Zoho Expense

      Zoho SalesIQ Resources

            Zoho TeamInbox Resources

              Zoho DataPrep Resources

                  Zoho CRM Plus Resources

                    Zoho Books Resources

                      Zoho Subscriptions Resources

                        Zoho Desk Resources

                          Zoho Projects Resources

                            Zoho Sprints Resources

                              Qntrl Resources

                                Zoho Creator Resources

                                  Zoho WorkDrive Resources

                                      Zoho Campaigns Resources

                                        Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now

                                                      Zoho Show Resources

                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.