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Freshsales + Expensify Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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.

Expensify Integrations

Best ways to Integrate Freshsales + Expensify

  • Freshsales Expensify

    Freshsales + Expensify

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

    Freshsales + Expensify

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

    Freshsales + Expensify

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

    Freshsales + Expensify

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

    Freshsales + Expensify

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

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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

How Freshsales & Expensify Integrations Work

  1. Step 1: Choose Freshsales 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 Expensify 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 Freshsales to Expensify.

    (2 minutes)

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

Integration of Freshsales and Expensify

Freshsales?

Freshsales is a cloud-based sales CRM software built for the modern sales organization. It offers real-time customer data with robust forecasting, pipeline management, lead scoring and campaign management features. It's an incredibly easy-to-use system that works with your existing apps to transform your business.

  • Expensify?
  • Expensify helps companies who have employees on the road get their business travel expenses straight. The platform automates expense reports from receipts, helps users file them in a snap, and tracks every deduction. Companies can approve or reject expenses in seconds, saving hours of time and improving accuracy.

  • Integration of Freshsales and Expensify
  • Freshsales is a sales engagement top that provides a 360 degrees view of the entire sales process for sales development teams, account executives, and sales managers. It helps sales teams have better visibility into their accounts, personalize pitches based on customer behavior, create effective marketing campaigns, and track their performance metrics through live dashboards.

    Expensify’s program eliminates the need for paper forms, spreadsheets, or manual data entry by automatically uploading receipts to the cloud. Expensify also makes it simple to capture receipts using an iOS or Android device or by snapping a photo of a receipt using the web app. Expense reports are then sent directly to HR for approval. Expensify also enables users to make edits as needed and return receipts for reimbursement. Expensify allows companies to submit expenses at any time, which reduces the risk of missing out on important tax deductions. Expensify has two pricing plans including free plan or pro plan ($5 per employee/month. The free plan supports 10 receipts per month while the pro plan supports unlimited receipts on all devices and servers.

    Freshsales is a powerful sales engagement platform that makes your work more efficient. With its incredible features like powerful automation features, real-time analytics, and dedicated mobile experience it helps you meet your company’s sales goals in no time. You can use it to automate leads and appointments, identify hot leads and set up qualifying campaigns. Freshsales also gives you insights into your team performance to empower you to coach your team members and provide them with feedback on their performance. Sales reps can also share deals and contacts with one another so that everyone stays up to speed. Additionally, if you are looking for a spution that can help you manage customer relationships, Freshsales can be integrated with many other applications like e-mail marketing services or CRM tops to provide a unified customer experience.

    The process to integrate Freshsales and Drip 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.