Integrate HubSpot with Expensify

HubSpot?

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?

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:

• 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.

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