Batchbook
When this happens...
FreshBooks ClassicNew Client
Then do this...
BatchbookCreate Person

FreshBooks is a great time tracking and client invoicing app, but if you use Batchbook for CRM workflows then you can use Zapier to automatically add new FreshBooks clients to Batchbook as new persons. Once you set up this FreshBooks and Batchbook integration, new clients from that point forward are individually added as new persons in Batchbook.

Note: This Zapier integration doesn't create persons from existing FreshBooks clients, only clients added to FreshBooks after you've set it up.

How It Works

  1. A new FreshBooks client is created
  2. Zapier adds that client data to Batchbook as a new person

What You Need

  • A FreshBooks account
  • A Batchbook account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Batchbook + FreshBooks Classic and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client

Triggers when a new client is added.

Create Project

Create a new project automatically.

New Invoice

Triggers when a new invoice is created (with line item support).

Create Client

Create a new client automatically.

New Payment

Triggers when a new payment is created.

Create Invoice

Create an invoice, and optionally send it (with line item support).

New Person

Triggered when you add a new person.

Create Person

Adds a new person.

New Company

Triggered when you add a new company.

Create Company

Adds a new company.

You use lots of apps to get stuff done. Zapier creates more time in your day by helping you automate those apps, so they work for you in the background.

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Become a Zapier Integration Partner

Batchbook is a social CRM. It has all the standard features of a CRM plus it can take in Twitter streams, Facebook updates, RSS feeds and more.

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

See FreshBooks Classic Integrations

Connect Batchbook + FreshBooks Classic

Connect the apps you use everyday and find your productivity super-powers.

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