Create FreshBooks invoices for new deals on Pipedrive
When this happensStep 1: New Deal
Then do thisStep 2: Create Invoice
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