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Expensify + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Expensify + Salesforce

  • Expensify Expensify

    Salesforce + Expensify

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

    Salesforce + Expensify

    Create Expense Report to Expensify from New Lead in Salesforce Read More...
    Close
    When this happens...
    Expensify New Lead
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Salesforce + Expensify

    Create Single Expense to Expensify from New Lead in Salesforce Read More...
    Close
    When this happens...
    Expensify New Lead
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Salesforce + Expensify

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

    Salesforce + Expensify

    Create Expense Report to Expensify from New Contact in Salesforce Read More...
    Close
    When this happens...
    Expensify New Contact
     
    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 + Salesforce in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Expensify & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Expensify and Salesforce

Expensify?

Expensify is an online expense management software. The company was founded in 2009, and it has since grown into one of the most popular and widely used expense management software in the world. The app allows users to track their expenses, just like any other expense management software. It also helps manage receipts and business travel booking for employees.

Salesforce?

Salesforce is a cloud-based CRM software that allows businesses to organize their data and make sense of it. The software is built around the idea that data is the heart of business. Salesforce was founded in San Francisco, California in 1999 by Marc Benioff and Parker Harris. Salesforce has since grown into one of the biggest CRM applications on the market. Salesforce currently has 350,000 customers of all sizes using its software. These customers include companies like Coca-Cpa, IBM, Deloitte, and LinkedIn. Salesforce’s revenue grew from $2 billion in 2014 to $6.5 billion in 2017.

Integration of Expensify and Salesforce

In 2017, Expensify announced its integration with Salesforce. The integration allows users to export Salesforce data directly into Expensify, allowing them to have a more cohesive view of their expenses and data. This integration was designed to save time for both small and large organizations alike. Because Expensify integrates seamlessly with Salesforce, it can quickly handle the tedious task of organizing all your data. It also means that you don’t have to create duplicate data entry systems for expense tracking, which can help reduce costs as well. Since these two applications already work so well together, many users have reported that they are not planning on integrating with any other expense management software in the near future.

Benefits of Integration of Expensify and Salesforce

There are many benefits to integrating Salesforce and Expensify including:

Better Analysis – All your store information is automatically organized in Expensify, making it easy to get a better analysis of all your data. With Salesforce and Expensify integrated, you don’t have to hire additional people to go through your data or manually organize it yourself.

– All your store information is automatically organized in Expensify, making it easy to get a better analysis of all your data. With Salesforce and Expensify integrated, you don’t have to hire additional people to go through your data or manually organize it yourself. Spreading of Data – All your purchase data is automatically imported into Expensify, allowing you to get a full picture of how your company spends money. You can even see what types of spending occur on a daily basis so you can better predict future spending patterns based on this information. You are able to do this easily with Salesforce and Expensify integrated because all your data is automatically organized without you having to manually input it yourself.

– All your purchase data is automatically imported into Expensify, allowing you to get a full picture of how your company spends money. You can even see what types of spending occur on a daily basis so you can better predict future spending patterns based on this information. You are able to do this easily with Salesforce and Expensify integrated because all your data is automatically organized without you having to manually input it yourself. Easier Travel Booking – Your employees will be able to book business travel easily with both applications integrated because they will no longer need to log into different websites for each task they need completed. You are also able to get information about how much you spend on travel at any given time with ease when both applications are integrated.

As stated before, there are many benefits to integrating Expensify and Salesforce including better analysis, spreading out of data, and easier travel booking for employees. If you are looking for an easy way to organize your company’s expenses without having to manually input everything into a spreadsheet or hire additional employees, then it may be a good idea to integrate Salesforce and Expensify into your company’s existing infrastructure.

The process to integrate Expensify and Salesforce 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.