Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.
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
Freshworks CRM + Google ContactsCreate contacts in Google Contacts from new Freshworks CRM contacts Read More...
Freshworks CRM + SlackSend Slack channel messages for new accounts in Freshworks CRM Read More...
Freshworks CRM + GoToWebinarCreate GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
Gmail + ExpensifyCreate a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
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.
It's easy to connect Freshworks CRM + Expensify without coding knowledge. Start creating your own business flow.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
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
Freshworks CRM is an all-in-one spution for managing customer interactions, helping freshworks streamline their business processes. It helps you to focus on what matters most in your business which is to make it grow. It is a cloud-based business management platform where users can manage customer interactions from a single dashboard. Freshworks CRM offers a wide range of features such as lead management, contact management, social media engagement, and more. It also allows users to create custom workflows in order to automate repetitive tasks. It helps a user to organize the process of handling a client’s request and ensure that all staff members are on the same page. This way, it boosts the productivity of the team.
On the other hand, Expensify is a cloud-based expense reporting software that helps users to track their expenses and submit them to their companies. Expensify has been designed in such a way so that users can track their expenses from anywhere at any time. Users can create reports from their mobile devices even while they are traveling or attending a meeting. It also allows users to assign different categories to their expenses and generate reports by using these categories. The most remarkable feature of Expensify is its auto-categorization technpogy which automatically categorizes the expenses based on the names of the businesses, countries, and cities.
Freshworks CRM and Expensify integration allows you to export data from Freshworks CRM to Expensify which will add ease and convenience to your organization. You can easily export leads, contacts, open cases, etc. from Freshworks CRM to Expensify without any trouble. Also, if there is a change in any of the details of a customer in Freshworks CRM, then the same change will be reflected in Expensify automatically. Freshworks CRM and Expensify integration offers several benefits such as:
Reduces duplicity. Integration of Freshworks CRM and Expensify reduces duplicity between two platforms since they both work on the same database. This will help you avoid double entry of data and reduce errors such as duplicate entries and name misspellings.
Integration of Freshworks CRM and Expensify reduces duplicity between two platforms since they both work on the same database. This will help you avoid double entry of data and reduce errors such as duplicate entries and name misspellings. Avoids manual entry. If you want to send leads from Freshworks CRM to Expensify then you need not enter data manually into Expenisfy which saves a lot of time. You just have to connect Freshworks CRM with Expensify in order to start exporting leads.
If you want to send leads from Freshworks CRM to Expensify then you need not enter data manually into Expenisfy which saves a lot of time. You just have to connect Freshworks CRM with Expensify in order to start exporting leads. Allows greater visibility. Integration of Freshworks CRM and expensify allows users to see more data about their clients in one place. This way, they can get greater visibility about their customer base in one place.
Integration of Freshworks CRM and expensify allows users to see more data about their clients in one place. This way, they can get greater visibility about their customer base in one place. Improves efficiency. Integration of Freshworks CRM and Expensify ensures that all staff members are on the same page. This makes employees more efficient which eventually helps you boost your productivity.
The process to integrate Freshworks CRM 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.