SugarCRM + Expensify Integrations

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

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 SugarCRM and Expensify Integrations

  • SugarCRM Expensify

    Gmail + Expensify

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

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

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

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

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • Create Case

    Create a new case

  • 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 SugarCRM & Expensify Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SugarCRM 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 SugarCRM and Expensify

In this article I will discuss the integration of SugarCRM and Expensify. This is a real life example of how SugarCRM can be integrated with other applications to optimize its usage.

Integration of SugarCRM and Expensify

SugarCRM is an all-in-one application for managing customer relationship management needs. It provides you a platform to manage all your critical customer information, your customer interactions and transactions, and business processes. The only limitation that a user faces is the use of multiple applications to manage these aspects of the business.

If we look at this from the Expensify’s perspective, Expensify is a service used by companies for expense tracking, allowing users to log their expenses, get reimbursed, and track spending across devices through the web or mobile apps. Existing Expensify customers can easily integrate their existing data so that they can view and analyze their expenses in the context of their SugarCRM account. Expensify also enriches its data by using the updated SKU information within the invoice details which can be directly imported into SugarCRM. All this makes it very easy to automate expense tracking in SugarCRM.

Benefits of Integration of SugarCRM and Expensify

Integration of SugarCRM and Expensify helps you to avoid duplicity of work as now you have a single source for all your customer data and accounts. Your sales teams can take advantage of the integrated data and more easily search for contacts they have not yet engaged with. You can also minimize risk by using both applications to automatically synchronize contact or opportunity data, eliminating duplication. You can improve your customer experience by allowing your customers to upload receipts into Expensify and immediately associate them with an opportunity or a case within SugarCRM. You can also perform tasks such as updating your CRM records and generating new leads from your Expensify data.

This concludes my article on the integration of SugarCRM and Expensify.

The process to integrate SugarCRM 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.