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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 contacts in Microsoft Dynamics 365 CRM

Effortlessly streamline your sales process with this workflow that connects Microsoft Dynamics 365 CRM and FreshBooks. Whenever a new contact is added to your CRM, an estimate will be instantly created in FreshBooks. Save time on manual data entry and ensure your estimates are always up to date by automating this vital step of your sales funnel.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact 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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