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.
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 processPipedrive Integrations
Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives
Pipedrive + ExpensifyExport Report to PDF in Expensify when New Deal is created in Pipedrive Read More...
Pipedrive + ExpensifyCreate Expense Report to Expensify from New Deal in Pipedrive Read More...
Pipedrive + ExpensifyCreate Single Expense to Expensify from New Deal in Pipedrive Read More...
Pipedrive + ExpensifyExport Report to PDF in Expensify when New Activity is created in Pipedrive Read More...
Pipedrive + ExpensifyCreate Expense Report to Expensify from New Activity in Pipedrive Read More...
It's easy to connect Expensify + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
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
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing organization.
Updates an existing person.
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 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.
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.
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.