Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.
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
Salesmate.io + ExpensifyExport Report to PDF in Expensify when New Contact is created in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Expense Report to Expensify from New Contact in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Single Expense to Expensify from New Contact in Salesmateio Read More...
Salesmate.io + ExpensifyExport Report to PDF in Expensify when New Company is created in Salesmateio Read More...
Salesmate.io + ExpensifyCreate Expense Report to Expensify from New Company in Salesmateio Read More...
It's easy to connect Salesmate.io + Expensify without coding knowledge. Start creating your own business flow.
Triggers when a new activity is created.
Triggers when a New Company is created.
Triggers when a New Contact is created.
Triggers when a new Deal is created.
Creates a new activity.
Creates a new company.
Creates a New Contact
Creates a new deals.
Updates an existing activity.
Updates an existing company.
Updates an existing contact.
Updating an existing deal.
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
Salesmate.io is a revputionary app that allows businesses to make the most out of their Salesforce CRM. It is an integration top that offers real-time updates, instant alerts, and in-depth analytics about Salesforce data. Expensify is a cloud based expense management software that helps companies track their expenses.
Salesmate.io provides users with Salesforce integration, automation, and business insights. Users can connect their Salesforce data to Salesmate.io in order to get their accounts, contacts, leads, opportunities, cases, tasks, custom objects, etc. in real time. Users can also use Salesmate.io to automate custom workflows, sync their data between Salesforce and other apps, schedule reports, and store historical data so they have access to it at all times. Salesmate.io gives users access to real-time data, which helps them to take quick decisions based on the actual information.
Expensify helps companies track their expenses effortlessly. This cloud based expense management software makes it easy for companies to track their expenses by uploading receipts directly from their phone or computer. They can also use this app to submit expense reports by capturing the receipt directly from the app.
This article has illustrated how Salesmate.io and Expensify provide convenience to businesses who wish to make the best out of their CRM top. If you are looking for a reliable CRM integration top, check out Salesmate.io!
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