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FreshBooks + Microsoft Dynamics 365 CRM

FreshBooks + Microsoft Dynamics 365 CRM

FreshBooks + Microsoft Dynamics 365 CRM integrations

Update FreshBooks clients when Microsoft Dynamics 365 CRM contacts are updated

Keep your client records up-to-date across both Microsoft Dynamics 365 CRM and FreshBooks with this automation. With this workflow, whenever a contact is updated in Microsoft Dynamics 365 CRM, the corresponding client information will be created or updated in FreshBooks. This integration ensures that you maintain consistent and accurate client data across both platforms, saving you time and reducing manual data entry errors.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create or Update Client
    Create or Update Client
    Create or Update ClientUpdates an existing client based on email. Optionally create a client if one is not found with matching email.
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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
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    • Custom Entity
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    Trigger
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    • Info
    Trigger
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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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