

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.
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