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
New Policy
Triggers when a new policy is created
New Report
Triggers when a new report is created
Deal created or updated
Triggers when a deal is created or updated
Email created
Triggers when a new email is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Task created
Triggers when a new task is created
Contact created or updated
Triggers when a contact is created or updated
Company created or updated
Triggers when a company is created or updated
Meeting created
Triggers when a new meeting is created
All Actions - Actions are the automated tasks
Create Single Expense
Creates a single expense item
Create company
Creates a new company
Create task
Creates a new task
Create ticket
Creates a new ticket
Create contact
Creates a new contact
Create deal
Creates a new deal
Update contact - By VID
Updates the details of a contact associated with the specified VID
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
Associate CRM entities
Associates two existing CRM entities
Create or update contact
Creates a new contact or updates the contact details if the contact already exists
Fetch ticket pipeline stage - By name
Fetches the details of an existing stages of pipeline in the ticket by name
Fetch company - By ID
Fetches the details of an existing company by ID
Fetch contact - By VID or email
Fetches the details of an existing contact by VID or email
Fetch deal - By ID
Fetches the details of an existing deal by ID
Fetch ticket pipeline - By name
Fetches the details of an existing pipeline in the ticket by name
Fetch company - By name
Fetches the details of an existing company 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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Owain ap Rees
Sales Director, Artico
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
Harnoor Abroll
Technical and Operations Head, TruAct
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
