When this happens...
InsightlyNew Contact
Then do this...
FreshBooks ClassicCreate Client

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

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!
FreshBooks Classic
New Client

Triggers when a new client is added.

FreshBooks Classic
Create Project

Create a new project automatically.

FreshBooks Classic
New Invoice

Triggers when a new invoice is created (with line item support).

FreshBooks Classic
Create Client

Create a new client automatically.

FreshBooks Classic
New Payment

Triggers when a new payment is created.

FreshBooks Classic
Create Invoice

Create an invoice, and optionally send it (with line item support).

Insightly
New Contact

A new contact was created in your Insightly account.

Insightly
Create Contact

Create a new contact in your Insightly account.

Insightly
New Task

A new task was created in your Insightly account.

Insightly
Create Task

Create a new task in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

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.