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 750+ 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

Report created

Triggers when a new report is created

Report status changed

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

Policy created

Triggers when a new policy is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Contact updated

Triggers when the details of an existing contact are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Deal created

Triggers when a new deal is created

Company created

Triggers when a new company is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

All Actions - Actions are the automated tasks

Create expense item

Creates a single expense item

Fetch report

Fetches the details of a specified report by report ID

Create company

Creates a new company

Create deal

Creates a new deal

Create engagement

Creates a new engagement

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create task

Creates a new task

Update contact - By VID

Updates the details of a contact associated with the specified VID

Associate CRM entities

Associates two existing CRM entities

Update contact - By email

Updates the details of the contact associated with the specified email

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Update company

Updates the details of an existing company

Fetch contact

Fetches the details of an existing contact by VID or Email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch deal

Fetches the details of an existing deal by ID

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.

Accounting Popular Premium

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 Popular

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions 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

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