?>

SharpSpring + Expensify Integrations

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

About SharpSpring

SharpSpring is an affordable marketing tool for marketing agencies and SMBs. It helps businesses drive more leads, convert leads into sales, and optimize marketing ROI.

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 SharpSpring and Expensify Integrations

  • SharpSpring Expensify

    Gmail + Expensify

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

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

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

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

    Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

    Actions
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • 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 SharpSpring & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharpSpring 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 SharpSpring and Expensify

SharpSpring?

According to the company, SharpSpring is a marketing platform which allows users to create, manage and optimize digital marketing campaigns. In addition, it also includes a list of key features such as lead intelligence, automated marketing, scoring and data management.

Expensify?

Expensify is a cloud-based expense report software that helps its users to keep track of their expenses by letting them report on the go. In addition, it also includes other important features such as automatic mileage tracking, receipt scanning, online payments and many more.

Integration of SharpSpring and Expensify

The integration of SharpSpring and Expensify will allow users to track the results of their digital marketing campaigns. This means that you can easily access all your marketing data directly inside your dashboard. Furthermore, this integration will enable you to easily create customized marketing campaigns based on the data gathered from Expensify. As a result, you can use all the data gathered from Expensify to make informed decisions about your marketing strategies.

Benefits of Integration of SharpSpring and Expensify

The integration of SharpSpring and Expensify will allow companies to save money by eliminating the need for separate platform to perform different tasks. As a result, you can now access all your marketing data directly inside your dashboard. This way you can easily compare the data gathered from SharpSpring and Expensify. Furthermore, the integration of SharpSpring and Expensify will increase productivity by allowing organizations to update their marketing campaigns without depending on other resources. Also, the integration of SharpSpring and Expensify will allow businesses to increase their ROI by ensuring that all their marketing campaigns are effective. Finally, the integration of SharpSpring and Expensify will allow users to quickly identify what works and what doesn’t. As a result, they can focus their efforts on what really matters.

The process to integrate SharpSpring 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.