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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 FreshBooks clients from new Microsoft Dynamics 365 CRM leads

Streamline your client management process with this efficient workflow between Microsoft Dynamics 365 CRM and FreshBooks. When a new lead is added in Microsoft Dynamics 365 CRM, this automation creates a client in FreshBooks, ensuring your business stays organized and up-to-date. Save valuable time by simplifying your client onboarding process, allowing you to focus on expanding your business.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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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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