When this happens...
FreshBooks ClassicNew Client
Then do this...
InsightlyCreate Contact

If FreshBooks is your client invoicing app and you use Insightly for contact management then Zapier can automatically add new FreshBooks clients to Insightly as new contacts. Once you set up this integration, new FreshBooks clients created from that point forward are individually added to Insightly as new contacts.

Note: This Zapier integration doesn't create contacts 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 Insightly as a new contact

What You Need

  • A FreshBooks account
  • An Insightly account

Why Zapier?

Free

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Easy

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Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect FreshBooks Classic + Insightly 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 Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

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Become a Zapier Integration Partner

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

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations