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.
Want to explore HubSpot + Expensify quick connects for faster integration? Here’s our list of the best HubSpot + Expensify quick connects.Explore quick connects
Looking for the Expensify Alternatives? Here is the list of top Expensify Alternatives
It's easy to connect HubSpot + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a contact recently created or updated.
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
Creates a new Submission for a selected form.
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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