Add new FreshBooks invoices to Automational as contacts

If you're ever pleasantly surprised by customers making orders before you even have them on record, let Zapier keep things moving swiftly by filling out your CRM for you. After you've set up this Zap, it will trigger whenever a new invoice is created on Freshbooks. Zapier will then pass the details along to Automational, either updating an existing contact or creating a new one if they don't already exist, so you can stay focused on your business, not admin.

How this Freshbooks-Automational integration works

  1. A new invoice is created in Freshbooks
  2. Zapier automatically creates a new contact (or updates an existing contact) in Automational

Apps involved

  • Freshbooks
  • Automational
Add new FreshBooks invoices to Automational as contacts
FreshBooks Classic integration logo

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

Automational integration logo

The Sales and Marketing platform - featuring fully integrated CRM, Email Marketing, and Marketing Automation - 100% tailored for small businesses.

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