Connect splitwise and Zoho CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Expense
New Group
Choose an Action
Automatically do this!
Update a lead
Create a Note
Create a lead
Search Lead
Update Note in Lead
Add Tag to Lead
Search Contact
Upload Attachment
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
Triggers when a new expense is added to a group or with friends.
New Group
Triggers when a new group is created.
New Lead
Triggers when a new lead is created.
New Contact
Triggers when a new contact is created.
New Account
Triggers when a new account is created.
New Deals
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your splitwise integrations.
Create Expense
Create Group
Creates a new group
Delete Expense
List Current User's Expenses
List all the current user's expenses.
Delete Group
Add user to group
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Frequently Asked Questions
To start, connect both your splitwise and Zoho CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in splitwise triggers actions in Zoho CRM (or vice versa).
Absolutely. You can customize how splitwise data is recorded in Zoho CRM. This includes choosing which data fields go into which fields of Zoho CRM, setting up custom formats, and filtering out unwanted information.
The data sync between splitwise and Zoho CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between splitwise and Zoho CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About splitwise
Splitwise is a platform designed to help users manage and share expenses with friends, family, and roommates. It simplifies the process of tracking shared bills and IOUs, ensuring everyone pays their fair share. Ideal for group trips, shared households, and any situation where expenses need to be divided among multiple people.
Learn MoreAbout Zoho CRM
Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.
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