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Freshworks CRM + Expensify Integrations

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

About Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

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 Freshworks CRM and Expensify Integrations

  • Freshworks CRM Google Contacts

    Freshworks CRM + Google Contacts

    Create contacts in Google Contacts from new Freshworks CRM contacts Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    Google Contacts Create or Update Contacts
    Integrate your Freshworks CRM with your Google Contacts and create new contacts automatically whenever new entries are made. When this Connect flow is active, as soon as a new contact is created in Freshworks CRM, it will be automatically reflected in Google Contacts as well.
    How this Freshworks CRM – Google Contacts Integration Work
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates new contact in Google Contacts
    What You Need
    • A Freshworks CRM account
    • A Google Contacts account
  • Freshworks CRM Slack

    Freshworks CRM + Slack

    Send Slack channel messages for new accounts in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Account
     
    Then do this...
    Slack Send Channel Message
    Instead of emailing people when new accounts are added to the Fretworks CRM, it would be more effective posting it on a Slack channel where every team member can see. You can use Appy Pie Connect to send Slack channel messages to Fresworks as soon as the new account is created. When a new account is created in Freshworks CRM, the associated information are communicated to Slack as a channel message with this Freshworks CRM-Slack interface.
    How this Freshworks CRM – Slack Integration Works
    • A new account is added to Freshworks CRM
    • Appy Pie Connect creates new Slack channel message
    What You Need
    • A Freshworks CRM account
    • A Slack account
  • Freshworks CRM GoToWebinar

    Freshworks CRM + GoToWebinar

    Create GoToWebinar registrants when new contacts are created in Freshworks CRM Read More...
    When this happens...
    Freshworks CRM New Contact
     
    Then do this...
    GoToWebinar Create Registrant
    If you're using Freshworks CRM to manage your contacts, then you can generate GoToWebinar registrants directly from your CRM contacts. This Connect Flow can make sure new contacts in Freshworks get automatically added to your GoToWebinar registrant list using the fields you specify, including their name, email, phone number, and company.
    How this Freshworks CRM – GoToWebinar Integration Works
    • A new contact is added to Freshworks CRM
    • Appy Pie Connect creates a GoToWebinar registrant
    What You Need
    • A Freshworks CRM account
    • A GoToWebinar account
  • Freshworks CRM Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Freshworks CRM 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
  • Freshworks CRM Expensify

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

    {{item.message}} Read More...
    When this happens...
    Freshworks CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Freshworks CRM + Expensify in easier way

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

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing 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 Freshworks CRM & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Freshworks CRM 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 Freshworks CRM and Expensify

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.