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  2. Zendesk Sell
  3. Integrations
  4. Expensify

Zendesk Sell + Expensify Integrations

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

  • No code
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  • Lightning Fast Setup
Zendesk Sell Integrations
About Zendesk Sell

Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.

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 Zendesk Sell + Expensify

  • Zendesk Sell Expensify

    Zendesk Sell + Expensify

    Export Report to PDF in Expensify when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Expensify Export Report to PDF
  • Zendesk Sell Expensify

    Zendesk Sell + Expensify

    Create Expense Report to Expensify from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Expensify Create Expense Report
  • Zendesk Sell Expensify

    Zendesk Sell + Expensify

    Create Single Expense to Expensify from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Expensify Create Single Expense
  • Zendesk Sell Expensify

    Zendesk Sell + Expensify

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

    Zendesk Sell + Expensify

    Create Expense Report to Expensify from New Lead in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Lead
     
    Then do this...
    Expensify Create Expense Report
  • Zendesk Sell {{item.actionAppName}}

    Zendesk Sell + {{item.actionAppName}}

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

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

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

    Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • 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

Show All

How Zendesk Sell & Expensify Integrations Work

  1. Step 1: Choose Zendesk Sell 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 Zendesk Sell to Expensify.

    (2 minutes)

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

Integration of Zendesk Sell and Expensify

  • Zendesk Sell is a cloud-based platform that helps sales organizations manage their sales pipeline and execute sales activities. It is based on a proven, self-service model that is designed to help salespeople focus on closing business instead of doing administrative work.
  • Expensify is an online expense management service. Users can upload receipts and their expenses are automatically categorized, matched against existing expense reports, and billed through the user’s bank account. Expensify integrates with the most popular accounting software programs including Xero, QuickBooks Online and FreshBooks. In addition to its online app, Expensify also has apps for the iPhone, iPad, Android, and BlackBerry, allowing customers to record expenses while on the go. Expensify was founded in 2009 by David Barrett, who currently serves as its CEO.

    • Integration of Zendesk Sell and Expensify

    Zendesk Sell is one of the leading sputions for customer relationship management (CRM. for companies that sell to other businesses. As a cloud-based spution, it is easy to deploy and use. With features like lead generation, social media monitoring, and marketing automation, it makes it easier to build leads and convert them into sales. By integrating Zendesk Sell with Expensify, you can automate more of your day-to-day tasks, reduce errors, save time, and improve productivity.

    Benefits of Integration of Zendesk Sell and Expensify

    With integration of Zendesk Sell and Expensify, you can improve the way you manage your contacts and leads. For example, you can use Expensify to create a custom contact list for each profile in your CRM. This means that you can use Expensify to track the activities of each person in your sales pipeline. You can also monitor the progress of your closed deals using Expensify. By linking both your CRM and expense management system, you can generate automated expense reports from your CRM system with just one click! Plus, with integration between Zendesk Sell and Expensify, you can use Expensify as a replacement for your CRM contacts list.

    Conclusion:

    The combination of Zendesk Sell and Expensify will help you automate more of your day-to-day tasks in less time. Integration of Zendesk Sell and Expensify means that you can spend more time selling than administrating.

    Benefits:

    Automate your data entry process. Automate your data entry process.

    Convert data into insight. Convert data into insight.

    The process to integrate Zendesk Sell 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.

    Suggested Integrations