Integrate HubSpot with Expensify

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About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

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.

Want to explore HubSpot + Expensify quick connects for faster integration? Here’s our list of the best HubSpot + Expensify quick connects.

Explore quick connects

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Connect HubSpot + Expensify in easier way

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

  • Triggers
  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

  • 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 & Expensify Integrations Work

  1. Step 1: Choose HubSpot 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 to Expensify.

    (2 minutes)

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

Integration of HubSpot and Expensify


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.

  • Integration of HubSpot and Expensify
  • 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.

  • Benefits of Integration of HubSpot and Expensify
  • By integrating HubSpot with Expensify, companies can get these benefits:

    • Employees are reimbursed for expenses faster and more efficiently. When they need to be reimbursed, they can either share their transaction details with their managers or use the autofill feature on HubSpot to complete expense reports.
    • Employees can keep track of expenses on their own. They can also take pictures of receipts and add them to the Expensify app. Besides, users don’t have to visit the Expensify website or download the app to take pictures of receipts using their mobile devices.
    • Sales reps can get more done in a shorter time. They can use HubSpot Lead Generation forms to cplect contact details of potential customers from various sources like social media and email while sending them receipts from Expensify. This way, sales reps won’t have to enter contact information manually into HubSpot if they meet prospects after work hours when they don’t have access to computers at work.

    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.

    The process to integrate HubSpot and Eventbrite 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm