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.
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
Freshsales + ExpensifyExport Report to PDF in Expensify when New Deal is created in Freshsales Read More...
Freshsales + ExpensifyCreate Expense Report to Expensify from New Deal in Freshsales Read More...
Freshsales + ExpensifyCreate Single Expense to Expensify from New Deal in Freshsales Read More...
Freshsales + ExpensifyExport Report to PDF in Expensify when New Contact is created in Freshsales Read More...
Freshsales + ExpensifyCreate Expense Report to Expensify from New Contact in Freshsales Read More...
It's easy to connect Freshsales + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates a new lead.
Updates an existing lead.
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
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 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.
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.
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