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FreshBooks + Agile CRM Integrations

How to connect FreshBooks + Agile CRM

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

When this happens...
FreshBooksFreshBooks
New Client

Triggers when a new client is created.

automatically do this!
Agile CRMAgile CRM
Add Event

Create event an event in Agile CRM.

Supported triggers and actions

What does this mean?

How FreshBooks + Agile CRM Integrations Work

  1. Step 1: Authenticate FreshBooks + Agile CRM.
    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 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

Related categories

  • Accounting
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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.

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