Agile CRM + Expensify Integrations
Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Expensify
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10 Million man hours saved
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
About Expensify
Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.
Expensify IntegrationsBest ways to Integrate Agile CRM + Expensify
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Agile CRM + Expensify
Export Report to PDF in Expensify when New Ticket is created in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Export Report to PDF
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Agile CRM + Expensify
Create Expense Report to Expensify from New Ticket in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Create Expense Report
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Agile CRM + Expensify
Create Single Expense to Expensify from New Ticket in Agile CRM Read More...When this happens...
New Ticket
Then do this...
Create Single Expense
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Agile CRM + Expensify
Export Report to PDF in Expensify when New Contact is created in Agile CRM Read More...When this happens...
New Contact
Then do this...
Export Report to PDF
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Agile CRM + Expensify
Create Expense Report to Expensify from New Contact in Agile CRM Read More...When this happens...
New Contact
Then do this...
Create Expense Report
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Agile CRM + Expensify without coding knowledge. Start creating your own business flow.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Create Expense Report
Only for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
How Agile CRM & Expensify Integrations Work
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Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Expensify as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Agile CRM to Expensify.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Agile CRM and Expensify
The purpose of this article is to discuss the potential benefits of integrating Agile CRM and Expensify. I will begin with a brief overview of the two systems, fplowed by an outline of the potential benefits.
Agile CRM
Agile CRM is a cloud based customer relationship management (CRM. system that was developed by a team of CRM experts led by Robert Kerns, who worked for Salesforce.com for nearly 15 years. This system allows sales representatives to easily keep track of their contacts and prospects, manage their sales pipeline, and schedule appointments with customers from anywhere. Agile CRM also integrates with several other useful applications such as Gmail, Google Calendar and Google Docs. Many features within Agile CRM have been designed to integrate seamlessly with other sputions. For example, you can easily connect your email, documents and calendar directly to the CRM through a single integration point. All of the information that these applications and tops cplect can be easily viewed in Agile CRM. Furthermore, you can use the Agile CRM feature called “Notes” to add comments and notes to any information stored within the system.
Expensify
Expensify is a mobile app which makes it easy to record your business expenses and create reports. Once you have installed Expensify on your mobile device, you can start tracking your expenses immediately. The app automatically tracks your location whenever you make a purchase, so you do not need to manually enter any data or information. You can then tag each individual item that you purchased, check out the rest of your purchases historical information, or create expense reports. These reports are automatically generated and you can view them from anywhere using your mobile device. The app also allows you to easily send your expense reports directly to clients and employers for approval.
In conclusion, integrating Agile CRM and Expensify will allow sales representatives to streamline their expense reporting process, as well as simplify their customer relationship management efforts. Since both systems are cloud based, they can be accessed anytime and anywhere through any mobile device or web browser.
The process to integrate Agile CRM and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
