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Integrate SugarCRM with Expensify

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

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About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM + Expensify

  • SugarCRM Integration Expensify Integration

    SugarCRM + Expensify

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

    SugarCRM + Expensify

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

    SugarCRM + Expensify

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

    SugarCRM + Expensify

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

    SugarCRM + Expensify

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

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Create Case

    Create a new case

  • 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 SugarCRM & Expensify Integrations Work

  1. Step 1: Choose SugarCRM 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 SugarCRM to Expensify.

    (2 minutes)

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

Integration of SugarCRM and Expensify

  • SugarCRM is open-source CRM software, which was launched in 2004 by a company of the same name.
  • Expensify is a cloud-based expense tracking software service. It was developed in 2008 by David Barrett and Kevin Bao
  • Integration of SugarCRM and Expensify

    Benefits of Integration of SugarCRM and Expensify

  • SugarCRM is a powerful Enterprise CRM framework that provides the platform to manage your business processes and enable your customers with engaging self-service experience. From billing & finance, sales, marketing to support, your Customer Engagement Center can get the right information at the right time to make better decisions and achieve their goals.
  • Expensify is a complete system for tracking expenses and automatic reimbursement. Expensify's patented technpogy automatically captures receipts from any smartphone or scanner, and seamlessly integrates with cloud accounting sputions like Quickbooks, Xero and more. This allows you to focus on what matters most – your business.
  • Integration of SugarCRM and Expensify:
    • Powerful integration features enable users to easily connect SugarCRM and Expensify apps. SugarCRM users can send expense reports to Expensify as tasks, and Expensify users can create and edit expense reports directly from the SugarCRM app. Additionally, SugarCRM users can export their contacts from SugarCRM to Expensify.
    • Expensify users can access the data from their expense reports within their SugarCRM account and vice versa. This integration provides a seamless experience for all users using both applications.
    • With the integration of SugarCRM and Expensify, there's no need for double entry of data. Users can manage their contacts, activities as well as expenses through these applications and avoid duplication. Additionally, tasks created in Expensify can be assigned to other team members who will be able to work on those tasks directly from their SugarCRM accounts.
    • The integration between SugarCRM and Expensify helps improve productivity by reducing manual effort and making it easier for employees to do their jobs. For example, if an employee needs to purchase office supplies, he/she can request an approval within the Expensify app itself. Team leads can approve the request right from their SugarCRM account. Once approved, an expense report will be generated in both Expensify and SugarCRM apps. This makes it easier for employees to make purchases while keeping track of all expenses in one place.
    • The integration of SugarCRM and Expensify also helps businesses save money. For example, Expensify streamlines approvals for travel requests by sending approval requests to managers within the application itself without having to go through multiple emails explicitly asking for approval even when approvals won't be granted until after the fact. This saves time for employees who are waiting for approvals for travel or other expenses and companies who otherwise would have spent hours looking at email inboxes for travel approval requests.
    • The integration of SugarCRM and Expensify also provides a user with customizable reports that can be used to gain valuable insights into the business operations. For example, an admin can set up custom fields in SugarCRM that will appear in Expensify reports as well as filter them according to various options such as date ranges, etc., providing users with a comprehensive overview of the expenses that are being incurred by certain individuals or departments within the organization. This helps provide users with more information while saving time that they would have otherwise spent logging into different applications to do this task manually.
    • The integration of SugarCRM and Expensify also helps improve cplaboration between team members as well as cplaboration between teams by providing a centralized view of expenses incurred by employees or vendors associated with a particular project or engagement. For example, an admin could create a project in SugarCRM that would be associated with Expensify activities that were created for the same project (e.g.. trip reimbursements. This type of integration allows users to view expenses from a single location rather than creating multiple entries within different applications, thus saving time and promoting cplaboration within teams and across teams who are working on similar projects or engagements.
    • The integration of SugarCRM and Expensify also helps improve security by allowing admins to set up rules for creating expense reports in Expensify based on the approval status of requests made in SugarCRM, which means that employees aren't allowed to submit expense reports until their requests have been approved by team leads or managers. This helps prevent fraudulent transactions from taking place while still allowing employees access to information needed to do their jobs efficiently. For example, an employee might have the option of requesting approval for an expense report once she has booked her flight tickets; however she won't be able to submit the expense report unless she has received approval from her manager first (who can view the expense report being submitted directly from his/her account. This not only prevents costs from going unreported but also helps prevent fraudulent transactions from taking place since it's no longer possible for employees to submit expenses without proper approval from team leads or managers within the organization. Additionally, users can also set up rules that allow administrators to approve expense reports directly from their accounts without having to forward them on for approval from other team members or managers within their organizations. Managers can then approve submitted expense reports without having to leave their accounts, which helps them respond quickly without requiring additional resources because all activity is being tracked from one location – the central location where project or engagement data is being stored – making it easier for them to gauge how much is being spent on each engagement so they can plan accordingly.

    The process to integrate SugarCRM 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.