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Expensify + Freshsales Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
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Best ways to Integrate Expensify + Freshsales

  • Expensify Expensify

    Freshsales + Expensify

    Export Report to PDF in Expensify when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Expensify New Deal
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Freshsales + Expensify

    Create Expense Report to Expensify from New Deal in Freshsales Read More...
    Close
    When this happens...
    Expensify New Deal
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Freshsales + Expensify

    Create Single Expense to Expensify from New Deal in Freshsales Read More...
    Close
    When this happens...
    Expensify New Deal
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Freshsales + Expensify

    Export Report to PDF in Expensify when New Contact is created in Freshsales Read More...
    Close
    When this happens...
    Expensify New Contact
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Freshsales + Expensify

    Create Expense Report to Expensify from New Contact in Freshsales Read More...
    Close
    When this happens...
    Expensify New Contact
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Expensify + Freshsales in easier way

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    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

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Expensify & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

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

Integration of Expensify and Freshsales

  • what is Expensify?
  • Expensify provides a cloud-based service that allows users to track business expenses. It can be used both by individuals and businesses and has an intuitive interface. Expensify offers many features such as automatic expense tracking, receipts, mileage tracking and more.

    Freshsales?

    Freshsales is an end-to-end sales automation software for small businesses. The software helps in sales lead management, email automation, opportunity management, customer support etc. Freshsales is used by many companies across the globe. It has been positioned as a CRM software by Freshsales but it can also be used to manage billing tasks as well as project management.

    Integration of Expensify and Freshsales

    New users who sign up for Freshsales are automatically assigned a Salesperson, based on their company’s “Rpe”. The salesperson will handle all of your leads, contacts and opportunities. They will also be able to send you automated emails with the right information at the right time via email and Slack.

    The integration between Freshsales and Expensify enables users to visualize their expenses alongside their sales pipeline. This makes it easier to track how much money is being spent and where the sales are coming from. Below is a screenshot of Expensify and Freshsales integrated together:

  • Benefits of Integration between Expensify and Freshsales:
  • This integration allows users to export their Expensify data into Freshsales so that they can see their data in one place. This means that users do not need to log into multiple different accounts anymore. This integration also allows users to automatically link their expenses to contacts within Freshsales, so users do not have to manually link their expenses with each contact within Freshsales. This integration also allows users to export contacts into Expensify so that they can seamlessly track all of the contacts that they have in one place. This integration also allows users to set up an expense approval process in Freshsales using the Expensify app and task manager. This is helpful as it allows all users to see where everyone is at in their expense approval process in one place. Users can even create custom workflows for different stages of the approval process which makes it easy for them to manage their expenses accordingly.

    The process to integrate Expensify and Freshsales 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.