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Expensify + HubSpot Integrations

Syncing Expensify with HubSpot 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 HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

HubSpot Integrations
Connect Expensify + HubSpot in easier way

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

    Triggers
  • Company Recently Created or Updated

    Triggers when a company recently created or updated.

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • Line Item Recently Created or Updated

    Triggers when a line item recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Company Property Change

    Triggers when a specified property is provided or updated on a company.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal Property Change

    Triggers when a specified property is provided or updated on a deal.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • New Form Submission

    Triggers when a form in submitted.

  • New Line Item

    Triggers when a new line item is available.

  • New Product

    Triggers when a new product is available.

  • New Ticket

    Triggers when a new ticket is available.

  • Product Recently Created or Updated

    Triggers when a product recently created or updated.

    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 Deal

    Create a Deal in HubSpot

How Expensify & HubSpot 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 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.

    (2 minutes)

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

Integration of Expensify and HubSpot

Expensify

Expensify is a cloud-based web application that helps businesses to track and manage their business expenses. It is a very popular internet app since it is the easiest way to manage all of your business expenses from your smart phone. Only one month of subscription fee is required for an unlimited history of your transactions.

HubSpot

HubSpot is a marketing automation system that helps businesses to generate leads and sales through inbound marketing. The main goal of HubSpot is to help businesses to increase their sales, improve customer engagement and brand awareness through various integrated tops. It helps to organize, manage and automate marketing processes.

Integration of Expensify and HubSpot

Expensify recently released their latest integration called Expensify with HubSpot. This integration will allow you to pull expense data into HubSpot CRM, contacts into Spoke, and opportunities into Autosend. This integration will help you to seamlessly sync your CRM with Expensify so you don’t have to manually import your expenses into your CRM. This integration will also enable you to send emails to your contacts who are members of an expense report or who have made an expense report purchase on Amazon. It will also allow you to create new contacts directly from Amazon receipts. When you’re creating an opportunity inside of HubSpot there will be a new field that will appear that will allow you to auto-populate the Amazon order number that was associated with the purchase. This integration will save you time by syncing important information between accounts. It will also make it easier for people to make purchases on Amazon for business expenses because they don’t need to login to Amazon separately.

Benefits of Integration of Expensify and HubSpot

This integration will help improve the efficiency of your business expenses by automatically uploading the transaction into your CRM without having to manually track or input each transaction. You can now easily create an expense report for any business trip just by sending an email to your client using HubSpot’s feature called Spoke. The company’s team can now use Amazon as a source for purchasing items for clients. All they have to do is upload the receipt onto Amazon, which will then sync with your HubSpot account so that you can start creating an expense report. Now you can see all of your Amazon orders in one place instead of logging into Amazon multiple times. You can also see all of the important lead information that is associated with this Amazon order, such as the contact name, lead score, etc. If someone ever has any questions about the transaction they can quickly look at the transaction information in your CRM. They can also see the status of the transaction, which gives them a quick overview of what happened with this specific expense report. It will also make it easier for people to make purchases on Amazon for business expenses because they don’t need to login to Amazon separately. There are many benefits associated with integrating Expensify and HubSpot together, but this article only mentions some of the benefits associated with the integration.

I have provided an outline for an article about Expensify and HubSpot that provides information about these two companies and explains why I think they should integrate their services together. I have also explained how these two companies are not competitors but partners who are working together to create a more efficient way for businesses to manage their expenses and grow their sales through inbound marketing through the use of automation tops.

The process to integrate Expensify and HubSpot 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.