Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
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
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 Odoo CRM + Expensify without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
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
Odoo CRM and Expensify are both open source web applications. Odoo is a customer relationship management system that offers full suite of business applications based on the Open-source ERP called Odoo. Odoo also provides mobile application to perform accounting, sales, invoicing, inventory management and project management. Expensify is a web application that helps companies track their employee spending, travel, reimbursements and receipts. Expensify provides mobile app for iPhone, iPad, Android and Windows phone 8. Odoo and Expensify are both compatible with Linux, Windows and Mac OS.
Odoo and Expensify both applications have different functionalities but they have similar features as well. This paper will discuss the integration of Odoo and Expensify. It will also explore the functionalities of Odoo and Expensify.
Integration of Odoo CRM and Expensify allows user to share information between the two applications. Integration of Odoo CRM and Expensify provides the fplowing features:Integration of Odoo CRM and Expensify allows user to create a sales in Odoo from expense entry in Expensify. It also allows user to create an expense entry in Expensify from a sales in Odoo. Integration of Odoo CRM and Expensify allows user to import/export reports from one application to another. User can also export report data into CSV format. An integration of Odoo CRM and Expensify also allows user to export sales orders to excel file.
Integration of Odoo CRM and Expensify eliminates the need of creating entry for same deal in multiple applications. It also reduces the chances of human errors while entering details about a particular deal or expense entry in multiple applications. Another benefit of integration of Odoo CRM and Expensify is that it reduces time required to enter expense entries in Expensify application. In addition to this, it saves time because user can create expense entry automatically by importing sales orders from Odoo. Because of integrated spution, user does not need to manually enter expense entries for each sales order in Expensify application. In addition to time saving feature, integration of Odoo CRM and Expensify makes it easier for user to find information about expenses or sales orders. User can easily search for information about expenses or sales orders in one application rather than searching for information in multiple applications.
The process to integrate Odoo 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.