Expensify has updated its Salesforce integration to be even better than before! Our Salesforce integration is available for users on the Team plan and higher. Here is what our updated Salesforce integration allows you to do:
- Centrally manage users
- Tag expenses with Salesforce Accounts
- Tag expenses with Salesforce Opportunities (Corporate plan only)
You can integrate Expensify and Salesforce by adding the Expensify Salesforce application in AppExchange.
Once the Expensify Salesforce application has been installed, Team plan users will be able to tag expenses with Salesforce Accounts.
Even better, Corporate plan users will be able to tag expenses with Salesforce Accounts and Opportunities.