HubSpot + Expensify Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot and Expensify
HubSpot transforms the way businesses around the world engage with their customers by delivering a cloud-based platform that enables marketers and salespeople to create genuine connections and relationships with their audience.
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 IntegrationsBest HubSpot and Expensify Integrations
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When this happens...
New Contact
Then do this...
Send Channel Message
With our easy to use automation platform, you can connect your Slack and HubSpot in just a few minutes. After setting this integration up, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send out a message on your chosen Slack channel, letting everyone know of the update without taking up your productive work hours.How It Works- A new contact is added in HubSpot
- Appy Pie Connect automatically sends a message on Slack
What You Need- A HubSpot account
- A Slack account
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![HubSpot]()
![Microsoft Teams]()
HubSpot + Microsoft Teams
Send Microsoft Teams Channel messages for new HubSpot contacts Read More...When this happens...
New Contact
Then do this...
Send Channel Messages
Keep everyone on your team on the same page by sending out notifications whenever new contacts are created in your CRM apps. Activate this integration, and we'll handle the rest. From then on, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically send a message in a Microsoft Teams Channel for it, keeping the team informed on the company’s progress.How this Microsoft Teams - HubSpot integration works- A new contact is added on HubSpot
- Appy Pie Connect automatically sends a message in a Microsoft Teams Channel
What You Need- A Microsoft Teams account
- A HubSpot account
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When this happens...
New Contact
Then do this...
Add/Update Subscriber
If you’re looking for an easy way to add HubSpot contacts to MailChimp the moment they are updated, then this integration is perfect for you. Once active, whenever a new contact is added in HubSpot, Appy Pie Connect will automatically update that contact in a MailChimp list of your choice. Our easy-to-use automation platform is perfect for integrating HubSpot with MailChimp in just a few clicks, all without any coding skills.How this integration works- A new contact is added in HubSpot
- Appy Pie Connect automatically adds that contact to a MailChimp list
What You Need- A MailChimp account
- A HubSpot account
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![HubSpot]()
![MailChimp]()
HubSpot + MailChimp
Add new contact from a specific HubSpot list to a MailChimp list Read More...When this happens...
New Contact in List
Then do this...
Add Subscriber to Tag
Add new HubSpot contacts to a MailChimp list and target them with specialized content and convert them into customers. With this MailChimp – HubSpot integration, you can make your MailChimp subscriber list grow like never before. After setting this integration up, whenever a new contact is added to a specific HubSpot list, Appy Pie Connect will automatically add it to a MailChimp list. This integration enables you to automatically share HubSpot customer data with the marketing team without having to give them full access.How It Works- A new contact is added to a specific HubSpot list
- Appy Pie Connect adds that contact to a list in MailChimp
What You Need- A HubSpot account
- A MailChimp account
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![HubSpot]()
![Slack]()
HubSpot + Slack
Get Slack notifications whenever new contacts are added to a specific HubSpot list Read More...When this happens...
New Contact in List
Then do this...
Send Channel Message
Explore the full potential of Slack by integrating it with HubSpot. Once active, we will watch your HubSpot account for new contacts. Whenever a new contact is found, Appy Pie Connect will automatically send out a message to your chosen Slack channel, keeping your team members on Slack updated about all those new customers on HubSpot.How this HubSpot - Slack integration works- A new contact is added to a specific list in HubSpot
- Appy Pie Connect automatically posts a message to a channel on Slack
What You Need- A HubSpot account
- A Slack account
It's easy to connect HubSpot + Expensify without coding knowledge. Start creating your own business flow.
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New COS Blog Article
Triggers when a new article is added to your COS blog.
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New Calendar Task
Triggers when a calendar task is created. NOTE: This applies to HubSpot (Marketing), and not HubSpot CRM's tasks.
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New Contact
Triggers when a new contact is created.
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New Contact Property Change
Triggers when a specified property is provided or updated on a contact.
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New Contact in List
Triggers when a contact is added to the specified list.
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New Form Submission
Triggers when a form is submitted.
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Add Contact to List
Adds a contact to a specific static list.
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Add Contact to Workflow
Adds a contact to a specific workflow.
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Create COS Blog Post
Creates a blog post in your HubSpot COS blog.
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Create Company
Creates a new company.
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Create Enterprise Event
Creates a new custom enterprise event. This is for HubSpot Enterprise customers only.
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Create Form Submission
Creates a new submission for a selected form.
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Create Social Media Message
Creates and immediately publishes a message on a specified social media channel.
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Create Ticket
Creates a Ticket in HubSpot.
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Create or Update Contact
Creates a new contact or updates an existing contact based on email address.
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Update Company
Updates a company.
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Create Expense ReportOnly for Expensify Premium users! Creates a new expense report.
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Create Single Expense
Creates a single expense item
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Export Report to PDF
Given a Report ID (from a trigger), export that report to a PDF document
How HubSpot & Expensify Integrations Work
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Step 1: Choose HubSpot as a trigger app and Select "Trigger" from the Triggers List.
(30 seconds)
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Step 2: Authenticate HubSpot with Appy Pie Connect.
(10 seconds)
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Step 3: Select Expensify as an action app.
(30 seconds)
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Step 4: Pick desired action for the selected trigger.
(10 seconds)
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Step 5: Authenticate Expensify with Appy Pie Connect.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot and Expensify
HubSpot?
HubSpot is a marketing automation platform that helps businesses to increase sales and leads. The company was founded by Brian Halligan and Dharmesh Shah in 2006 in Cambridge, Massachusetts. It has been spd to CRV for $1.7 billion in 2016.
Expensify?
Expensify is an online expense management top that tracks employee expenses, logs receipts, and reimburses employees. The company was founded in 2009 by David Barrett and Mike McDerment in San Francisco, California. It has been spd to Concur Technpogies for $340 million in 2017.
HubSpot is a good marketing top by itself, but the integration of HubSpot and Expensify can help companies to improve business performance. For example, when employees are reimbursed for their expenses, they can use HubSpot’s autofill feature to complete expense reports. This will save time and effort on filling out expense reports. Besides, employees can upload receipt images from Expensify to HubSpot to keep track of expenses. Also, sales reps can pick up incoming leads from HubSpot Lead Generation forms. After meeting customer prospects and cplecting their information, reps can send them receipt images through Expensify. These features make it easier for companies to manage all the data related to Expensify transactions while helping sales teams to get more done.
By integrating HubSpot with Expensify, companies can get these benefits:
- Employees are reimbursed for expenses faster and more efficiently. When they need to be reimbursed, they can either share their transaction details with their managers or use the autofill feature on HubSpot to complete expense reports.
- Employees can keep track of expenses on their own. They can also take pictures of receipts and add them to the Expensify app. Besides, users don’t have to visit the Expensify website or download the app to take pictures of receipts using their mobile devices.
- Sales reps can get more done in a shorter time. They can use HubSpot Lead Generation forms to cplect contact details of potential customers from various sources like social media and email while sending them receipts from Expensify. This way, sales reps won’t have to enter contact information manually into HubSpot if they meet prospects after work hours when they don’t have access to computers at work.
The integration of HubSpot and Expensify can save time and effort for companies because employees, sales reps, and managers don’t have to spend extra time completing expense reports, entering contact details into HubSpot, and taking pictures of receipts. In short, integrating HubSpot with Expensify makes it easier for companies to manage data related to expenses and leads while helping them to get more done.
The process to integrate HubSpot and Eventbrite 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.
