Abacus
When this happens...
SalesforceIQNew Relationship (V2)
Then do this...
AbacusCreate Expense Field Tag

If your employees are going to be incurring expenses related to contacts, these can be connected right from the start, saving you the trouble of creating new tags for every new person: Set up this Zapier automation and we'll take care of it for you. It will trigger whenever a new relationship is created on SalesforceIQ, automatically sending the information to Abacus so a new tag can be added for each new contact under the appropriate expense field.

How It Works

  1. A new relationship is created in SalesforceIQ
  2. Zapier adds the contact as a tag to an expense field in Abacus

What You Need

  • A SalesforceIQ account
  • An Abacus account with administrator privileges

Why Zapier?

Free

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It's easy to connect Abacus + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Relationship (V2)

Triggers when a relationship is created.

Invite a User

Invite a user to your Abacus account.

Upload Receipt

Adds an image to the Abacus receipt inbox

Create Expense Field Tag

Creates a new Expense Field Tag.

(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

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Become a Zapier Integration Partner

Abacus is the easiest way for you to reimburse your team, reconcile corporate credit cards, and implement your expense policy.

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations