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Agile CRM + FreshBooks Integrations

How to connect Agile CRM + FreshBooks

Zapier lets you send info between Agile CRM and FreshBooks automatically—no code required.

When this happens...
Agile CRMAgile CRM
Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

automatically do this!
FreshBooksFreshBooks
Add Payment to Invoice

Adds payment to invoice.

Supported triggers and actions

What does this mean?

How Agile CRM + FreshBooks Integrations Work

  1. Step 1: Authenticate Agile CRM + FreshBooks.
    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 Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

  • CRM (Customer Relationship Management)

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About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn More

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