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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
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 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 Integrations
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Best ways to Integrate Expensify + HubSpot CRM

  • Expensify Expensify

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

    Create Expense Report to Expensify from New Contact Property Change in HubSpot CRM Read More...
    Close
    When this happens...
    Expensify New Contact Property Change
     
    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 + HubSpot CRM in easier way

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • 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.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    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

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Expensify & HubSpot CRM 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 HubSpot CRM 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 HubSpot CRM.

    (2 minutes)

  6. 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.