FreshBooks is a great service that allows you to manage and invoice clients. With this Zapier integration you will be able to add your ClickFunnels contacts to your FreshBooks clients list.
Note: This Zapier integration will not add any existing ClickFunnels contacts to FreshBooks. Only new contacts will be added.
How It Works
- Contact opts in on your ClickFunnels page
- Zapier creates a client in your FreshBooks account
What You Need
- ClickFunnels account
- FreshBooks account
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Triggers when a failed Purchase is made in a Funnel.
Create or update a Contact Profile for an email.
Triggers when Contact activity record is created.
Add a Contact Profile Email to a List.
Triggers when a successful Purchase is made in a Funnel.
Add a Tag to a Contact Profile by Email.
Triggers when a new client is added.
Create a new project automatically.
Triggers when a new invoice is created (with line item support).
Create a new client automatically.