Integrate Expensify with HubSpot CRM

Send information between Expensify and HubSpot CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Expensify and HubSpot CRM

Connect Expensify and HubSpot CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Expensify and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Policy created

Triggers when a new policy is created

Report status changed

Triggers when the status of a report is changed to the selected option

Report created

Triggers when a new report is created

Deal created

Triggers when a new deal is created

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created

Triggers when a new contact is created

Task created

Triggers when a new task is created

Meeting created

Triggers when a new meeting is created

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Email created

Triggers when a new email is created

All Actions - Actions are the automated tasks

Fetch report

Fetches the details of a specified report by report ID

Create expense item

Creates a single expense item

Create company

Creates a new company

Create contact

Creates a new contact

Create deal

Creates a new deal

Create email

Creates a new email

Create task

Creates a new task

Create meeting

Creates a new meeting

Create ticket

Creates a new ticket

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

Create or update contact

Creates a new contact or updates the details of an existing contact

Update company

Updates the details of an existing company by ID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By name

Fetches the details of an existing company by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

What is Expensify?

Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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