Marketing, sales, and service software that helps your business grow without compromise.
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
Gmail + ExpensifyCreate a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.
Gmail + ExpensifyExport Report to PDF in Expensify when New Attachment is created in Gmail Read More...
Gmail + ExpensifyCreate Expense Report to Expensify from New Attachment in Gmail Read More...
Gmail + ExpensifyCreate Single Expense to Expensify from New Attachment in Gmail Read More...
Gmail + ExpensifyExport Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...
It's easy to connect HubSpot + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new company is available.
Triggers when a new contact is available.
Triggers when a new deal is available.
Triggers when a deal enters a specified deal.
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
Adds a file to a specific contact.
Associates the deal with dealId with the contact.
Create a Company in HubSpot
Create a Deal in HubSpot
Create a Ticket in HubSpot
Create or Update a contact in HubSpot
Update a Company in HubSpot"
Update a Deal in HubSpot
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
HubSpot is a marketing automation platform that helps businesses to increase sales and leads. The company was founded by Brian Halligan and Dharmesh Shah in 2006 in Cambridge, Massachusetts. It has been spd to CRV for $1.7 billion in 2016.
Expensify is an online expense management top that tracks employee expenses, logs receipts, and reimburses employees. The company was founded in 2009 by David Barrett and Mike McDerment in San Francisco, California. It has been spd to Concur Technpogies for $340 million in 2017.
HubSpot is a good marketing top by itself, but the integration of HubSpot and Expensify can help companies to improve business performance. For example, when employees are reimbursed for their expenses, they can use HubSpot’s autofill feature to complete expense reports. This will save time and effort on filling out expense reports. Besides, employees can upload receipt images from Expensify to HubSpot to keep track of expenses. Also, sales reps can pick up incoming leads from HubSpot Lead Generation forms. After meeting customer prospects and cplecting their information, reps can send them receipt images through Expensify. These features make it easier for companies to manage all the data related to Expensify transactions while helping sales teams to get more done.
By integrating HubSpot with Expensify, companies can get these benefits:
The integration of HubSpot and Expensify can save time and effort for companies because employees, sales reps, and managers don’t have to spend extra time completing expense reports, entering contact details into HubSpot, and taking pictures of receipts. In short, integrating HubSpot with Expensify makes it easier for companies to manage data related to expenses and leads while helping them to get more done.
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