?>

HubSpot CRM + Expensify Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

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 HubSpot CRM + Expensify

  • HubSpot CRM Expensify

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + Expensify

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

    HubSpot CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • 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 HubSpot CRM & Expensify Integrations Work

  1. Step 1: Choose HubSpot CRM 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 HubSpot CRM to Expensify.

    (2 minutes)

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

Integration of HubSpot CRM and Expensify

HubSpot CRM

HubSpot is a CRM (Customer Relationship Management. software that helps in managing and coordinating marketing, sales and support. It also helps in tracking leads, and also helps in sending automated emails to the potential customers. It also allows you to track which of the emails are working and which ones are not. It also allows you to send out customized emails based on the lead’s activity.

For example, if a lead has visited a product page but then did not convert into a sale, then you can send them an automated email with a special discount, and then they will get back with you. If they do not reply back to that email then you can send an email after a week or so asking them why they did not buy the product.

Expensify

Expensify is a cloud-based expense management application that tracks your business expenses, such as hotels, flights, meals, taxis, meetings and even people. It automatically creates a receipt for you and keeps a record of your spending for tax time. The good thing about this app is that it reduces the need to manually write down or photocopy receipts. Besides, it is easy to use. It allows integration with other apps, like Dropbox and Slack.

Integration of HubSpot CRM and Expensify

The integration of HubSpot CRM and Expensify greatly benefits the user. First, it allows the user to track their expenses easily without having to manually write everything down or take pictures of everything they have bought. Second, it saves time as it takes less than a minute to enter an entry into Expensify and less than two minutes to enter an expense in HubSpot. Third, it allows the user to bill clients for their expenses and earn extra money because it is easier for clients to pay for their employees’ expenses rather than paying for them individually. Fourth, it makes managing expenses more efficient as all expenses are stored in one place rather than spread out across the company.

Benefits of Integration of HubSpot CRM and Expensify

The integration of hubspot CRM and Expensify also has its own benefits for the company as well. First, it helps in keeping track of employees’ spending, thereby reducing the amount of money spent on unnecessary things. This especially helps if there are employees that are spending too much on useless things. Second, it saves time as employees do not have to manually write down their expenses or take pictures of everything they spend money on. Third, it reduces the cost incurred by the company in terms of printing off receipts or paying someone else to do so. This especially helps in saving costs when there is no one else at home to help out with this task. Fourth, it reduces the risk of losing receipts as they can be easily accessed via the cloud whenever they are needed. Fifth, it reduces the risk of fraud as employees cannot misuse company funds without anyone knowing. Sixth, it helps in increasing productivity as employees do not have to waste time writing down their expenses or taking pictures of everything they spend money on. Finally, it helps in ensuring correct income tax deductions as employees know exactly how much they have spent on certain items and can fill out their income tax correctly.

In conclusion, we strongly recommend that companies should integrate HubSpot CRM and Expensify as this will help them save money as well as improve efficiency.

The process to integrate HubSpot CRM and Expensify 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.