Create expense tags on Abacus from new SalesforceIQ relationships

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
Create expense tags on Abacus from new SalesforceIQ relationships
SalesforceIQ integration logo

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.

Abacus integration logo

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

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