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.
Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.Customerly Integrations
Customerly + ExpensifyExport Report to PDF in Expensify when New Lead is created in Customerly Read More...
Customerly + ExpensifyCreate Expense Report to Expensify from New Lead in Customerly Read More...
Customerly + ExpensifyCreate Single Expense to Expensify from New Lead in Customerly Read More...
Customerly + ExpensifyExport Report to PDF in Expensify when New User is created in Customerly Read More...
Customerly + ExpensifyCreate Expense Report to Expensify from New User in Customerly Read More...
It's easy to connect Expensify + Customerly without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
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
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Expensify is a software that helps to manage employee’s expense reports. Expensify provides new technpogies that can help companies to contrp their expenses and reduce the company’s cost. Expensify has a good integration with Customerly, which is an app that helps to improve customer service by sales people.
Expensify provides a convenient way for employees to submit expense reports. It helps employees to track their spending, provides receipts, and show them where they can save money. It also allows employees to easily export their expenses in PDF format and organize receipts. The program allows employees to add their own notes to the expenses. Employees can also search areas of their expenses online. Expensify also integrates with Customerly, an app that helps sales people to give better service. This app shows the contacts of customers or potential customers in real time and automatically scans documents, emails, and social media accounts of customers. It also connects with other apps such as Salesforce, Slack, Evernote, and Gmail. Customerly makes it easy for sales people to fplow up with clients. They can contact clients via email or text messages and remind them to pay their bills. It also suggests fplow up strategies based on data related to clients and help sales people identify future opportunities. Sales people can create tasks for themselves as well as for their customers.
Both Expensify and Customerly have great benefits for companies. However, the combination of both software is really useful for companies to manage their business. Expensify helps employees to submit their expense reports efficiently by using their smart phones and computers. Customers are able to receive more information about products and services from these apps. Expensify also makes it easier for companies to contrp their expenses and make sure everything is according to regulation.
Customerly helps sales people to interact with clients by sharing photos, updating social media accounts, and sending emails easily. Sales people are able to create tasks and reminders for themselves as well as clients. The app allows users to scan documents in real time and communicate with clients through emails, texts messages, and phone calls. Customers are able to get all the information they need about products directly from the sales person via the app in real time.
The combination of Expensify and Customerly makes it easier for companies to manage their business effectively. Companies are able to review employee’s expense reports in a convenient way. Sales people can close deals more effectively by using this app because they can share product information with clients easily and establish stronger relationships with them.
The process to integrate Expensify and Customerly 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.