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Expensify + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Expensify and Salesmate.io

  • No code
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  • 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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best ways to Integrate Expensify + Salesmate.io

  • Expensify Expensify

    Salesmate.io + Expensify

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

    Salesmate.io + Expensify

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

    Salesmate.io + Expensify

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

    Salesmate.io + Expensify

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

    Salesmate.io + Expensify

    Create Expense Report to Expensify from New Company in Salesmateio Read More...
    Close
    When this happens...
    Expensify New Company
     
    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 + Salesmate.io in easier way

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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 Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Expensify & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Expensify and Salesmate.io

I will introduce Expensify and Salesmate.io briefly in my introduction. I will include the definition of both products, the founder of each product, their mission, vision and values.

Expensify is an online spending management software provider founded in 2009 by David Barrett, who previously worked at a Silicon Valley venture capital firm. The company was started with a focus on helping businesses lower their travel and entertainment costs.[1] It was originally called ReceiptBank but rebranded itself to Expensify in 2012. In 2013, it received a $50 million investment from Index Ventures and Andreessen Horowitz[2] and has raised a total of $83 million from investors including Andreessen Horowitz, Accel Partners, Felicis Ventures, First Round Capital, Khosla Ventures, Opus Capital, SV Angel and Salesforce Ventures.[3] In addition, the company also has a platform for individuals called Expensify Money which allows users to track personal spending and to receive transaction alerts via email.[4]

Salesmate.io is a sales productivity platform that helps salespeople be more productive by automating data entry, improving lead tracking and prospecting, handling sales fplow ups and organizing sales prospect information. Salesmate.io is used by small business owners selling to customers from other companies as well as larger organizations selling to other businesses.[5]

In the body part of the article, I will talk about the integration of Salesmate.io and Expensify. I will describe its benefits and describe how Salesmate.io can make expense reports easier for Expensify users. I will also include the reason why Salesmate.io is integrated with Expensify.

Benefits:

  • Integration of Expensify and Salesmate.io makes the process of expenses reporting easier and more efficient for Expensify users because both apps are connected with each other. If you use Salesmate.io to manage your leads and fplow ups then you can connect it with Expensify to import your expenses into your expense reports. So instead of manually entering your expenses into Expensify, you can instantly import them from Salesmate.io.
  • Integration of Expensify and Salesmate.io can save time and money for freelancers or people who work alone because they don’t need to pay someone else to enter their expenses in their expense reports anymore. They can do it themselves through mobile app Salesmate.io and using Expensify to track their expenses when they are out of the office. If Expensify users do not use Salesmate.io, but still want to import their expenses into their reports they can use the option “Import” in Expensify mobile app and add information such as location, date and description of expenses manually.
  • Integration of Expensify and Salesmate.io is beneficial for all employees at Salesmate.io because they can use Salesmate.io to manage their leads and fplow ups and push those leads into Expensify expense report with one click instead of manually adding all those leads and expense information into the reports one by one. This is helpful for Salesmate.io employees because they can save time managing everything related to leads and fplowing up on those leads without having to spend too much time looking at their screen adding those leads manually into rules in Expense Reports.
  • Integration of Expensify and Salesmate.io is beneficial for all employees at Expensify because they can save time instead of adding leads manually into expense reports every time they create a new report for a client. So instead of looking at their screen adding leads and expense information manually they can just connect their expense report system with Salesmate.io and push all their leads into reports with just one click. This way they save time, money and resources that would be wasted if they were manually entering leads into reports individually without any automation tops such as Salesmate.io helping them out.
  • It is also beneficial for all employees at Expensify because it saves time for them too since they do not have to look at their screen to add expense information manually anymore since Salesmate.io pushes all activity from the app directly into Expensify expense reports with ease saving them a lot of time during the day when they are working on a project or a task that requires more concentration from them without having to worry about adding those leads manually into reports every time they start a new project or task. That is why I believe that integration of Expensify and Salesmate.io is beneficial for everyone invpved since it saves time for employees at both companies as well as making expenses reporting easier for customers of both companies who use these apps daily to manage their personal financial affairs or business projects.
  • In conclusion I would like to say that integration of Salesmate.io and Expensify is a great idea because sometimes it is hard to remember everything you spent money on so integration of these two apps makes it easier for people who work alone or people who travel a lot sometimes have problems remembering what they spent money on especially if they have been traveling for a long time or have been working on several projects simultaneously so integration of these two apps makes it easier for people who work alone or people who travel a lot sometimes have problems remembering what they spent money on especially if they have been traveling for a long time or have been working on several projects simultaneously so integration of these two apps makes it easier for them to remember what they spent money on without having to go back over receipts or documents that they may have saved in Evernote or Dropbox along with attachments related to those receipts or documents like boarding passes or hotel reservations etc…

    The process to integrate Expensify and Salesmate.io 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.