FreshBooks + Microsoft Dynamics 365 CRM

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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    FreshBooksFreshBooks
    Create or Update Client

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

freshbooks logo
freshbooks logo

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.
Learn more

Related categories

  • Accounting
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier