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Expensify + Salesforce Integrations

How to connect Expensify + Salesforce

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Supported triggers and actions

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How Expensify + Salesforce Integrations Work

  1. Step 1: Authenticate Expensify and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Expensify

Expensify is an application that makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.

Related categories

  • Accounting

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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