EngageBay + Expensify Integrations

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

About EngageBay

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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 EngageBay and Expensify Integrations

  • EngageBay MailChimp

    EngageBay + MailChimp

    Subscribe new EngageBay contacts to a Mailchimp list
    When this happens...
    EngageBay New Contact
    Then do this...
    MailChimp Add/Update Subscriber
    Now, it's easier than ever to add new contacts from EngageBay Subscribers to your MailChimp list. Integrate your EngageBay with MailChimp and automatically add all your EngageBay to MailChimp mailing list. This EngageBay integration helps you collect valuable data from your customers to help you target your audience with effective marketing campaigns.
    How It Works
    • A new contact is added in EngageBay
    • Appy Pie Connect adds your contact to a Mailchimp list
    Apps Involved
    • EngageBay account
    • Mailchimp account
  • EngageBay Google Contacts

    EngageBay + Google Contacts

    Add your EngageBay contacts to your Google Contacts
    When this happens...
    EngageBay New Contact
    Then do this...
    Google Contacts Create or Update Contacts
    Do you manually update all your contacts lists with the same information? If you set up this Google Contacts-EngageBay integration, all new Google Contacts will be immediately sent to EngageBay, where contacts will be generated or updated if a match is discovered, saving you time, and preventing omissions.
    The Method of Action
    • A new contact is added to Google Contacts
    • Appy Pie Connect automatically add them to Google Contact
    Apps Involved
    • EngageBay account
    • Google Contacts
  • EngageBay Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    EngageBay New Email
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • EngageBay Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}}
    When this happens...
    EngageBay {{item.triggerTitle}}
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect EngageBay + Expensify in easier way

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

  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • 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

How EngageBay & Expensify Integrations Work

  1. Step 1: Choose EngageBay as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate EngageBay with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

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

Integration of EngageBay and Expensify

EngageBay is a cloud based, professional customer relationship management application. It is used for all things related to the customer interaction. It helps with everything from tracking when a customer logs in to your website, to when they send an email, to when they call with a question. There are a lot of benefits to using EngageBay. You can see in very fine detail what customers do on your website and how often they do it. You can also learn a lot about your website visitors by looking at their behavior.

Expensify is a company that allows you to track your expenses in a simple and easy way. Expensify was created in 2008 by David Barrett and his co-founder Aaron Patzer. They created Expensify because they had trouble tracking their own expenses and wanted to make something that would make it easier for others to do the same. By integrating EngageBay with Expensify, you can get even more benefits than you did before.

Integration of EngageBay and Expensify

The integration of EngageBay and Expensify will allow users to get more information about their customers and will help them to better understand what they want and how they want it. With the integration of these two companies, users can get more information on what people are doing on their website. They can also gain access to more information about how users interact with their products or services. Using this information, companies can decide how best to cater to the needs of their customers so that they get the most out of their business.

Benefits of Integration of EngageBay and Expensify

There are many benefits to the integration of EngageBay and Expensify. Some of these benefits include:

· Increased user engagement on your website. By using EngageBay and Expensify together, you can boost user engagement on your website. This means that users will be more likely to come back to your site and use your products and services again and again.

· Improved customer support. By integrating EngageBay and Expensify, companies will be able to provide better customer support to their customers. This means that users can quickly and easily troubleshoot any problems that clients may have using their products and services.

· Improved business. If you integrate EngageBay and Expensify into your business then you’ll be able to grow your business by getting more customers and selling more products and services. This will allow you to expand your business and bring in more money.

There are many benefits to integrating EngageBay and Expensify together. These benefits include increased user engagement, improved customer support, and improved business. By integrating these two applications together, you can increase revenue, boost client satisfaction, and better track the behavior of your customers. This will allow you to gain insight into what your customers want and tailor your business to better fit their needs.

The process to integrate EngageBay 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.