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FreshBooks + Pipedrive

FreshBooks + Pipedrive

FreshBooks + Pipedrive integrations

Create new FreshBooks clients from matched deals in Pipedrive

This workflow initiates when a matching deal filter event occurs in Pipedrive, prompting the creation of a new client in FreshBooks. This automated process ensures that every relevant deal results in a client entry, enhancing your record keeping and saving you considerable time. Better manage your venue and client relationships with this efficient and practical workflow.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client.
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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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