Add new Insightly contacts to FreshBooks as new clients

Do your sales team use Insightly as their CRM? Use Zapier to start adding new clients to FreshBooks as your Insightly contacts are created. Once you set up this Insightly to FreshBooks integration, new Insightly contacts from that point forward are individually added to FreshBooks as new clients.

Note: This Zapier integration doesn't create FreshBooks clients from existing Insightly contacts, only contacts that are created after you've set it up.

How It Works

  1. A new Insightly contact is created
  2. Zapier adds the data submitted to FreshBooks as a client

What You Need

  • An Insightly account
  • A FreshBooks account
Add new Insightly contacts to FreshBooks as new 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.

FreshBooks Classic integration logo

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

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