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FreshBooks + Pipedrive

FreshBooks + Pipedrive

FreshBooks + Pipedrive integrations

Create or update FreshBooks clients from new Pipedrive leads for seamless lead management

Easily manage your sales leads and client information with this Pipedrive and FreshBooks integration. Whenever a new lead is added in Pipedrive, this workflow will automatically create or update a client in FreshBooks. Stay organized and save time by streamlining your sales and invoicing process with this efficient automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a lead is created.
  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 Pipedrive and FreshBooks

Discover other triggers and actions you can use with Pipedrive and FreshBooks

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    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 Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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