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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

FreshBooks + Microsoft Dynamics 365 CRM

FreshBooks + Microsoft Dynamics 365 CRM

FreshBooks + Microsoft Dynamics 365 CRM integrations

Create estimates in FreshBooks for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your sales process by connecting Microsoft Dynamics 365 CRM to FreshBooks. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, an estimate will be created in FreshBooks. This seamless automation helps you streamline your sales pipeline, ensuring timely follow-ups and improved customer experience. Stay organized and save time by letting this integration handle the data entry for you.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Estimate
    Create Estimate
    Create EstimateCreates a new estimate.
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More things you can do with Microsoft Dynamics 365 CRM and FreshBooks

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and FreshBooks

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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