LinkedIn Lead Gen Forms + Expensify Integrations

Integrate LinkedIn Lead Gen Forms with Expensify to automate your tasks, leaving you more time to focus on business-critical processes.
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About LinkedIn Lead Gen Forms

LinkedIn Lead Gen Forms are a simple way to increase your qualified lead generation and your sales pipeline. All of your opportunities are stored within the form so you can use all of LinkedIn's data to further target and qualify leads.

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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
Expensify Integration Details

LinkedIn Lead Gen Forms?

LinkedIn Lead Gen Forms allows a business to create responsive lead generation forms that can be embedded on a website, blog, or social media page. The user can create forms for various types of organizations such as B2C, B2B, and Non-profit. In addition, users can design their forms to cplect information from prospects such as name, email address, phone number, location, skills, and education. Users can also add custom fields to cplect additional data about the prospect.


Expensify is a software company based in San Francisco which develops Expensify mobile and web apps for managing expense reports. The company was founded by David Barrett and Kevin Micalizzi in 2008. Its main product is the Expense Reports mobile app.

Integration of LinkedIn Lead Gen Forms and Expensify

LinkedIn Lead Gen Forms and Expensify are integrated with each other. When a company’s sales team uses LinkedIn Lead Gen Forms to cplect information from prospects (for example, contact information, skills, education, etc.), it can easily share this information with Expensify to manage expense reporting. Therefore, sales teams can use their time more effectively by cplecting information from prospects with LinkedIn Lead Gen Forms and send this information to Expensify at the same time. Expensify will automatically create an account for the prospect and import the information filled out by the prospect on LinkedIn Lead Gen Forms into its own database. Sales teams can then incorporate this information into their sales process. For example, if the prospect has indicated that he/she works at a hospital, the sales team knows exactly where to find the prospect when they call them up. If the prospect has indicated that he/she is interested in travel expenses, the sales team knows exactly where to go when they send him/her an email about travel expenses. This strategy saves time because it eliminates manual data entry. One company put together a very detailed comparison chart of how its sales teams used LinkedIn Lead Gen Forms and Expensify together to increase revenue. It found that using both tops together resulted in 40% higher conversion rates than only using one top or neither top.

Benefits of Integration of LinkedIn Lead Gen Forms and Expensify

Integration of LinkedIn Lead Gen Forms and Expensify helps companies acquire new customers faster. If you use both tops together you can save time creating forms for lead capture processes. You can also leverage your current data to generate new leads for lead capture processes. Instead of doing manual work to gather data from existing databases or Excel spreadsheets you can outsource this work to your employees who are already using LinkedIn Lead Gen Forms to capture data manually. Then you can use this data to generate lead capture forms using both LinkedIn Lead Gen Forms and Expensify which will save time and money for your business.

The process to integrate LinkedIn Lead Gen Forms and Expensify 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.

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Connect LinkedIn Lead Gen Forms + Expensify in easier way

It's easy to connect LinkedIn Lead Gen Forms + Expensify without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Form Response

    Triggers every time you receive a new form response.

  • Actions
  • 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 February 01,2023 11:04 am