Integrate CloudTalk with Expensify

Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Expensify

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

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.

Want to explore CloudTalk + Expensify quick connects for faster integration? Here’s our list of the best CloudTalk + Expensify quick connects.

Explore quick connects

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Connect CloudTalk + Expensify in easier way

It's easy to connect CloudTalk + Expensify without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How CloudTalk & Expensify Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from CloudTalk to Expensify.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of CloudTalk and Expensify

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.

Integration of CloudTalk and Expensify

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.

Benefits of Integration of CloudTalk and Expensify

The integration of CloudTalk and Expensify provides businesses a number of benefits including:

  • Better Customer Experience – Customers have a seamless experience when interacting with a business across multiple channels. Businesses have a great experience as well by being able to answer questions from customers using the same interface that they use for messaging on other channels.
  • Cost Savings – With this integration, businesses reduce costs associated with hiring additional employees or outsourcing chat support. This integration provides a single point of contact for customers with access to the same information regardless of channel. Customers can now interact with a company via multiple channels simultaneously and receive a consistent level of service.
  • Increased Sales – The integration of CloudTalk and Expensify increases sales as it makes it easy for customers to communicate with a business regarding their needs and requests. Customers now have a great experience as they can ask questions about products and services via different channels and receive a conspidated response from the business at once. In addition, businesses now have a great opportunity to increase sales by addressing customer needs and requests quickly and easily.

The process to integrate CloudTalk 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm