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
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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 created
Triggers when a new report is created
Report status changed
Triggers when the status of a report is changed to the selected option
Contact created
Triggers when a new contact is created
Company created or updated
Triggers when a company is created or updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Meeting created
Triggers when a new meeting is created
Contact created or updated
Triggers when a contact is created or updated
Email created
Triggers when a new email is created
Task created
Triggers when a new task is created
Deal created or updated
Triggers when a deal is created or updated
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 task
Creates a new task
Create company
Creates a new company
Create ticket
Creates a new ticket
Create deal
Creates a new deal
Create contact
Creates a new contact
Update company
Updates the details of an existing company
Update contact - By email
Updates the details of an existing contact associated with the specified email
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Update contact - By VID
Updates the details of a contact associated with the specified VID
Associate CRM entities
Associates two existing CRM entities
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
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 an existing stages of pipeline in the ticket by name
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch company - By ID
Fetches the details of an existing company 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.
Similar apps
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.
Similar apps
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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