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.
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
HubSpot CRM + ExpensifyExport Report to PDF in Expensify when New Deal is created in HubSpot CRM Read More...
HubSpot CRM + ExpensifyCreate Expense Report to Expensify from New Deal in HubSpot CRM Read More...
HubSpot CRM + ExpensifyCreate Single Expense to Expensify from New Deal in HubSpot CRM Read More...
HubSpot CRM + ExpensifyExport Report to PDF in Expensify when New Contact Property Change is created in HubSpot CRM Read More...
HubSpot CRM + ExpensifyCreate Expense Report to Expensify from New Contact Property Change in HubSpot CRM Read More...
It's easy to connect Expensify + HubSpot CRM without coding knowledge. Start creating your own business flow.
Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
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
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
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 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.
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.
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