Integrate Expensify with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Expensify and Pipedrive Integrations

  • Expensify Integration Expensify Integration

    Pipedrive + Expensify

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

    Pipedrive + Expensify

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

    Pipedrive + Expensify

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

    Pipedrive + Expensify

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

    Pipedrive + Expensify

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

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Expensify & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Expensify and Pipedrive

Expensify

Expensify helps small businesses manage their expenses and reimbursable expenses for their business travel. It is a mobile app that is used to capture receipts and upload them directly to Expense reports.

Pipedrive

Pipedrive is a sales management platform that helps businesses manage their sales pipeline. Pipedrive enables small business sales managers to track their leads, create and send automated emails, track email responses, manage tasks, and more.

Integration of Expensify and Pipedrive

Expensify and Pipedrive are both used in the same way by capturing and uploading receipt images for expense reports. The two systems are similar because they are used for the same purpose and can be integrated with each other.

Benefits of Integration of Expensify and Pipedrive

Expediting the process of expense reporting is one of the benefits of integrating Expensify and Pipedrive together. Expensify and Pipedrive can be integrated together to automatically populate expense reports using the data from travel receipts. This would eliminate the need to manually enter data into expense management software like Expensify. Expensify and Pipedrive can be integrated together to auto-populate their expense reports with trip details. The integration would allow users of Expensify to immediately see the details of their trip when they make an expense report.

The process to integrate Expensify and Pipedrive 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.