Slaesforce FAQ

is expensify salesforce compatible

by Julio Ledner Published 3 years ago Updated 2 years ago
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Salesforce Use Zoho Flow to integrate Expensify with Salesforce, in atleast 158 different ways, without writing code. Automate any tasks that keep you away from what you do best.

Expensify + Salesforce Integrations
Zapier lets you send info between Expensify and Salesforce automatically—no code required. Triggered when a new report is created. automatically do this! Adds an existing contact to an existing campaign.

Full Answer

What platforms can salesforce integrate with?

Integrate Salesforce with the apps you use every day.G Suite. Streamline your team's workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. ... Slack. Increase team collaboration and productivity with the Slack and Salesforce integration. ... Quickbooks. ... MailChimp.

What does Expensify do?

Expensify is an app designed to help you get your business expenses done in real time and quickly while on the go. Its website even claims that expense reports done through the app take 83% less time. The app also offers features that make tracking expenses easy.

Does expensify integrate with Zoho?

We were excited when we discovered Expensify—it made expense reporting a lot easier. We were even more thrilled when we came across Zoho Expense that integrates with Zoho Books.

What does Expensify integrate with?

Expensify integrates with the travel, ERP, accounting, and finance software that powers your business.

Who uses Expensify?

We have data on 3,807 companies that use Expensify....Who uses Expensify?CompanyTerraCycle Inc.Company Size10-50CompanyZendesk IncWebsitezendesk.comCountryUnited States25 more rows

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Expensify Announces Funding, New Features

Yesterday, at SF New Tech in San Francisco, we publicly announced that we’ve taken on $1M of funding in a seed round. This is great for us as it means that we’ll be around for a long time to come, and will be able to do much more for our users in terms of delivering the features they want and making expense reports suck even less.

Prerequisites

Install the Expensify bundle in SalesForce by clicking this link: Expensify Bundle

Connecting Your Policy

Click Create a New FinancialForce Connection, and you'll be redirected to login to your FinancialForce account. Once you login, you'll be redirected back to Expensify and the sync will start. If you're already logged into SalesForce on another tab, to make the FinancialForce connection, the sync will start automatically.

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