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Salesforce
Salesforce
Tie expenses to Salesforce records for better client visibility and more accurate project tracking.
The Salesforce integration connects expense activity with your CRM data, making it easy to associate expenses with accounts, opportunities, and projects. Users can select Salesforce records directly within their expense workflow, helping teams track spend by client or deal with greater accuracy.
- CRM-linked spend visibility: Tag expenses to Salesforce accounts or opportunities to improve cost attribution.
- Streamlined reporting: Syncs expense data with CRM records for more complete client and project insights.
- Simpler workflows: Users can search and select Salesforce records without switching systems