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Expensify + Drip Integrations

Syncing Expensify with Drip is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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.

About Drip

Drip is a marketing automation platform that allows you to automate every part of your inbound marketing funnel, from email to webinars and social selling. Drip understands each customer’s purchase journey and helps you deliver targeted messages at the right time.

Drip Integrations
Connect Expensify + Drip in easier way

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

    Triggers
    Actions
  • 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 Expensify & Drip Integrations Work

  1. Step 1: Choose Expensify 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 Drip 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 Expensify to Drip.

    (2 minutes)

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

Integration of Expensify and Drip

Expensify?

Expensify is a cloud-based expense management platform that allows users to track, report and reimburse expenses. The software is ideal for small businesses and teams who want to easily track their daily business expenses. The company was founded in 2010, and the product was released in 2011. Expensify has since expanded to include other employee benefits such as car insurance, life insurance, group medical and dental insurance, 401(k. plans and health savings accounts. In 2015, Expensify added administrative tops that automate expense reimbursement with customizable reports and audit trails. These tops integrate with the Expensify platform by pulling data from other applications.

Drip?

Drip is a SaaS (Software as a Service. marketing automation platform that helps marketers create email drip campaigns. Drip integrates with popular eCommerce platforms such as Shopify, Bigcommerce and Squarespace, allowing customers to subscribe to new products and receive special offers through email. Drip also integrates with other popular SaaS platforms such as Slack, Salesforce and Stripe.

Integration of Expensify and Drip

Drip and Expensify are both cloud-based platforms that have integrated features to decrease the time it takes to manage sales leads. The integration of these two platforms allows users to track leads on one central dashboard. Expensify users can add leads that have been tracked in the Drip platform through the Expensify platform. Similar to how lead management software like Hubspot or Marketo allow users to link different data sets together, Expensify and Drip allow users to transfer information from one platform to another. This integration creates one central place where all contact information can be found and viewed.

Benefits of Integration of Expensify and Drip

Integration of Expensify and Drip allows users to complete tasks faster than before. Before the integration of these two platforms, it would take much longer to gather contact information for leads that were tracked on Drip. Instead of having one central place to view all contact information, companies would have to search through multiple places for referrals or people interested in receiving a product or service. The easier process allows companies to reach more people than before, which increases the likelihood of making more sales than before. Companies can also save money if they don’t have to pay for a third party integration top.

The integration of Expensify and Drip allows companies with both services to streamline their processes and save time overall. By using this integration top, companies are able to save money because they do not have to hire an outside consultant for an integration project. Companies can also spend less time tracking down email addresses or phone numbers for leads because they can now access this information on one central dashboard. This integration will likely continue as these two companies continue to integrate with other SaaS services.

The process to integrate Expensify and Drip 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.