CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.
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.
Want to explore CloudTalk + Expensify quick connects for faster integration? Here’s our list of the best CloudTalk + Expensify quick connects.Explore quick connects
Looking for the Expensify Alternatives? Here is the list of top Expensify Alternatives
It's easy to connect CloudTalk + Expensify without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
Create a contact.
Update an existing contact.
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
CloudTalk is a cloud-based platform that enables businesses to connect with their customers in an interactive, conversational manner. CloudTalk’s conversational interface, which allows customers to communicate with businesses through natural language conversation, is the first of its kind. CloudTalk is used by leading brands such as RetailMeNot, Zillow, Angie’s List, Groupon, The Chicago Tribune and others.
Expensify is a mobile expense reporting app that allows users to capture receipts, track expenses against reports and sync with other services like QuickBooks. Expensify supports over 100 accounting packages. Users can create expense reports in PDF or CSV formats, while allowing team members to cplaborate on reports. Expense reports are reconcilable because the data is tracked in real time. Expensify also allows users to export transaction data into financial reports.
CloudTalk integrates with Expensify to provide one seamless experience for customers engaging with businesses through multiple channels including web chat, email, Twitter, Facebook Messenger and text messages. This integration enables customers to engage with business using natural language conversation. The integration allows businesses to answer customer questions using the same interface that they use for messaging on other channels.
CloudTalk has integrated with Expensify to enable customers to engage with businesses via multiple channels including web chat, email, Twitter, Facebook Messenger and text messages. This integration allows businesses to answer customer questions using the same interface that they use for messaging on other channels.
The integration of CloudTalk and Expensify provides businesses a number of benefits including:
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