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Integrate Klaviyo with Expensify

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

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About Klaviyo

Klaviyo is the all-in-one email marketing platform for eCommerce. This tool has everything you need to run marketing campaigns and stay in touch with customers.

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 Klaviyo + Expensify

  • Klaviyo Integration Expensify Integration

    Klaviyo + Expensify

    Export Report to PDF in Expensify when New Event is created in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Klaviyo Integration Expensify Integration

    Klaviyo + Expensify

    Create Expense Report to Expensify from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Expensify Integration Create Expense Report
  • Klaviyo Integration Expensify Integration

    Klaviyo + Expensify

    Create Single Expense to Expensify from New Event in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Event
     
    Then do this...
    Expensify Integration Create Single Expense
  • Klaviyo Integration Expensify Integration

    Klaviyo + Expensify

    Export Report to PDF in Expensify when New Member is created in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Member
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Klaviyo Integration Expensify Integration

    Klaviyo + Expensify

    Create Expense Report to Expensify from New Member in Klaviyo Read More...
    Close
    When this happens...
    Klaviyo Integration New Member
     
    Then do this...
    Expensify Integration Create Expense Report
  • Klaviyo Integration {{item.actionAppName}} Integration

    Klaviyo + {{item.actionAppName}}

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

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

    Triggers
  • New Event

    Triggers on a new event for any metric.

  • New Member

    Creates a member.

    Actions
  • Add Members

    Creates a member.

  • Add Subscriber

    Adds a new subscriber to a list you specify. Profiles are single or double opted in based on the list's settings.

  • Update Subscriber

    Updates an existing subscriber.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Klaviyo & Expensify Integrations Work

  1. Step 1: Choose Klaviyo 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 Klaviyo to Expensify.

    (2 minutes)

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

Integration of Klaviyo and Expensify

This paper aims to prove that integration of Klaviyo and Expensify is necessary to increase efficiency. So, let’s begin.

The first part will tell you about Klaviyo and Expensify. The second part will explain the benefits of integration of these two systems. Finally, the conclusion will sum up everything said in the first and second parts and will tell about the importance of integration of Klaviyo and Expensify. This paper is going to be clear, concise and without unnecessary details.

  • Integration of Klaviyo and Expensify
  • Klaviyo is a complete email marketing platform for ecommerce businesses. It provides you with all the tops you need to build relationships with your customers and grow your business. It offers intelligent automation, seamless integration with the biggest shopping cart providers, powerful segmentation, advanced reporting, and more. Expensify is an online service that automates expense reports. With Expensify you can easily track receipts, manage travel and reimbursements online or via mobile app.

    Automated emails are one of the most important aspects of a marketing strategy, because they help you stay top-of-mind with potential customers at critical points in the purchase process. With Klaviyo and Expensify integrations, you can easily sync your customer lists so that the right message goes to the right person at the right time. This makes it easy to start conversations about products or services, send receipts for items purchased, and more.

    For example, if you sell clothes, you can create a welcome email campaign for new subscribers who recently added a new product to their cart but didn’t check out. You can also use Klaviyo to fplow up with people who haven’t purchased for awhile, sending them a discount code or special incentives to try again. The ability to reach these people at different stages in the purchase cycle is crucial for increasing conversions.

  • Benefits of Integration of Klaviyo and Expensify
  • Integration of Klaviyo and Expensify makes it possible to combine data from both systems and send targeted emails based on specific events that happened on each platform. For example, you can send a survey email after a customer has made a purchase through your website, asking them what they think about your store. Then you can send them an email thanking them for their feedback. In addition, this integration allows you to automatically share customer information between platforms. This means that when a customer submits an expense report via Expensify, their name, email address, and other contact information is included in the data file that is sent back to Klaviyo. This integration streamlines your workflow by enabling you to better understand your customers and improve their experience with your business at every step along the way.

    In conclusion, integration of Klaviyo and Expensify leads to improvement in efficiency of marketing operations. You can get started today by creating a free account on Klaviyo.com, then building your first list in Klaviyo by importing contacts from your store’s shopping cart platform or by uploading contacts stored in your email client. Next, connect your Expensify account so that you can begin syncing your customer lists between Klaviyo and Expensify immediately.

    The process to integrate Klaviyo and Evernote 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.