Add new FreshBooks clients to Insightly as new contacts

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
Add new FreshBooks clients to Insightly as new contacts
FreshBooks Classic integration logo

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

Insightly integration logo

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.

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