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Step by step integration

Now you can control your expenses of attending the leads in a much more practical and intelligent way. Follow the instructions and get started today!

1) Access the integration with Pipedrive through the Settings Menu > My integrations

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2) Then, put the Pipedrive API Token and choose which types of activities will generate pre-expenses. The instructions for entering the token are on the integration page.

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3) After creating an activity that is assigned to you from one of the types selected in Step 2, Pipedrive will notify Rexpense and a Pre-Expense will be created related to that activity.

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Now just follow the normal flow of a Pre-Expense to approve it (and convert to an expense) or ignore it.