Expensify + HubSpot CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Expensify and HubSpot CRM
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 HubSpot CRM
Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
HubSpot CRM IntegrationsLooking for the HubSpot CRM Alternatives? Here is the list of top HubSpot CRM Alternatives
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Best ways to Integrate Expensify + HubSpot CRM
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HubSpot CRM + Expensify
Export Report to PDF in Expensify when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Export Report to PDF
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HubSpot CRM + Expensify
Create Expense Report to Expensify from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Expense Report
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HubSpot CRM + Expensify
Create Single Expense to Expensify from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Single Expense
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HubSpot CRM + Expensify
Export Report to PDF in Expensify when New Contact Property Change is created in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Export Report to PDF
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HubSpot CRM + Expensify
Create Expense Report to Expensify from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Expense Report
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Expensify + HubSpot CRM without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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Create Expense Report
Only for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
How Expensify & HubSpot CRM Integrations Work
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Step 1: Choose Expensify as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick HubSpot CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Expensify to HubSpot CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Expensify and HubSpot CRM
Expensify is a software that allows employees to report their expenses in real time; it also provides them the option to attach the receipt to their expense report. The expenses are automatically categorized depending on the type of business; they are categorized as “business”, “personal”, or “reimbursable”(Expensify, 2017.
HubSpot CRM is a customer relationship management software that allows users to manage contacts, leads and customers. It also provides users with the option of integrating Expensify with HubSpot CRM. Integration of Expensify with HubSpot CRM will enable users to send an email to the contact if there is a new expense report or an invoice (HubSpot, 2017.
Integration of Expensify and HubSpot CRM
Integration of Expensify and HubSpot CRM enables users to view all the contacts in HubSpot CRM immediately after they have uploaded their expenses on Expensify. This allows users to send an email to a contact when an invoice or expense report is found. HubSpot CRM automatically sends emails to contacts when an invoice or expense report is found. Emails are sent through HubSpot Connect, which is built into HubSpot CRM (HubSpot, 2017.
Benefits of Integration of Expensify and HubSpot CRM
Integration of Expensify and HubSpot CRM helps save time as users do not have to log into two different softwares just to find a contact in order to send an email. It also saves space as users’ contacts are not stored on two different softwares. Integration of Expensify with HubSpot CRM also allows users to make new connections with contacts in HubSpot CRM even if they are not connected through LinkedIn or Facebook. This makes it easier for users to introduce themselves to new connections because they do not have to wait for the contacts to accept their connection request on LinkedIn or Facebook (HubSpot, 2017.
Integration of Expensify and HubSpot CRM saves time, space and money for companies. It is easy for employees to manage their contacts using both software because all they need to do to view their contacts is log into one software. Integration also reduces the number of emails that employees need to send out because a connection has been made between Expensify and HubSpot CRM. Companies can now save time on manually sending emails to contacts when an invoice or expense report has been found, thus saving them time and money.
The process to integrate Expensify and HubSpot CRM 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.
