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How Zapier works

Zapier makes it easy to integrate Expensify with HubSpot - no code necessary. See how you can get setup in minutes.

Select a trigger from Expensify

A trigger is an event that starts your Zap and runs the workflow. For example, with Expensify, a trigger could be "New Report."
A trigger is the event that kicks off your automated workflow.

Setup an action from HubSpot

An action is what takes place after the automation is triggered. For example, with HubSpot, the action could be "Add Contact to List."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Expensify to HubSpot

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Frequently Asked Questions about Expensify + HubSpot integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and HubSpot

What do I need to integrate Expensify with HubSpot?

To integrate Expensify with HubSpot, you’ll need active accounts on both platforms. You'll also require authorization for data sharing between these applications. We utilize triggers and actions, where a trigger in one platform (like submitting an expense in Expensify) activates an action in another platform (such as creating a deal in HubSpot).

How does the integration handle new expenses in Expensify?

When a new expense is approved in Expensify, our system can trigger actions such as creating or updating contacts, deals, or tasks within HubSpot. This streamlines the workflow by ensuring that your CRM reflects real-time financial activities.

Can I customize what happens after an expense report is created in Expensify?

Yes, you can customize actions following an expense report creation in Expensify. For example, you can set up the integration to automatically create a task or log an activity against a contact in HubSpot every time a report is finalized.

Does the integration support data synchronization between Expensify and HubSpot?

Absolutely, the integration supports real-time data synchronization through predefined triggers and actions. This ensures that updates from either platform reflect immediately on the other side, keeping your records accurate and up-to-date.

Are there any limitations on which data can be exchanged through this integration?

There may be certain limitations regarding specific fields due to how each platform structures its data. However, most key fields related to expenses and client information are fully compatible for exchange between Expensify and HubSpot.

What happens if a trigger fails due to an error?

In case of an error causing a trigger to fail, we have mechanisms that log these issues for review. Our support team can assist with troubleshooting and resolving such issues to ensure smooth operation of your integration.

How frequently does the system check for updates between platforms?

Our integrations are designed for near-real-time synchronization depending on the plan you choose. This means trigger events like expenses being reported or deals being closed are typically updated across platforms almost instantly.

Connect Expensify and HubSpot to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Report State
    Trigger
    Polling
    Try It
    • Email Address
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report ID
      Required
    Action
    Search
    • Note
    • Additional properties to retrieve
    Trigger
    Polling
    Try It

Learn how to automate HubSpot on the Zapier blog

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About Expensify
Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.
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