Setting up those deals on Pipedrive means you're ready for invoicing, but you can focus on more important tasks from now on—we'll handle this. Once this Pipedrive-FreshBooks integration is active, every new deal you create on Pipedrive will automatically have a new invoice created on FreshBook to match it, keeping your digital paperwork organized for you.
How It Works
- A new deal is added on Pipedrive
- Zapier automatically creates a new invoice on FreshBooks
What You Need
- Pipedrive account
- FreshBooks account
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Create FreshBooks invoices for new deals on Pipedrive
Setting up those deals on Pipedrive means you're ready for invoicing, but you can focus on more important tasks from now on—we'll handle this. Once this Pipedrive-FreshBooks integration is active, every new deal you create on Pipedrive will automatically have a new invoice created on FreshBook to match it, keeping your digital paperwork organized for you.
How It Works
- A new deal is added on Pipedrive
- Zapier automatically creates a new invoice on FreshBooks
What You Need
- Pipedrive account
- FreshBooks account
Create FreshBooks invoices when Pipedrive deals reach certain stages
When it's time to invoice your customer, have a Zap take care of it. Every time you move a new deal to a certain stage on Pipedrive, we'll create a new invoice for the matching customer with all the details you need from your deal.
How this Pipedrive-FreshBooks integration works
- A new deal is moved to a stage on a Pipedrive pipeline
- Zapier automatically creates a new invoice for it on FreshBooks
Apps involved
- Pipedrive
- FreshBooks
It's easy to connect FreshBooks Classic + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new client is added.
Create a new project automatically.
Triggers when a new invoice is created (with line item support).
Create a new client automatically.
Triggers when a new payment is created.
Create an invoice, and optionally send it (with line item support).
Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
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