FreshBooks + HubSpot

Add new FreshBooks clients to your HubSpot contact list

Boost your customer engagement process with this seamless workflow linking FreshBooks and HubSpot. This automation promptly adds a new FreshBooks client as a contact to your desired HubSpot list, ensuring your sales and marketing teams are instantly armed with the latest client information. Enhance your CRM practices and never miss an opportunity again with your newly added clients.

Boost your customer engagement process with this seamless workflow linking FreshBooks and HubSpot. This automation promptly adds a new FreshBooks client as a contact to your desired HubSpot list, ensuring your sales and marketing teams are instantly armed with the latest client information. Enhance your CRM practices and never miss an opportunity again with your newly added clients.

  1. When this happens...
    FreshBooksFreshBooks
    New Client

    Triggers when a new client is created.

    TriggerInstant
  2. automatically do this!
    HubSpotHubSpot
    Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

    ActionWrite
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Supported triggers and actions

    • AccountRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    Trigger
    Instant
    Try It
    • AccountRequired

    Trigger
    Polling
    Try It
    • AccountRequired

    Trigger
    Instant
    Try It
freshbooks logo
freshbooks logo

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
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn more

Related categories

  • Marketing Automation

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