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Pipedrive logoPipedrive logo
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Pipedrive logoPipedrive logo

FreshBooks + Pipedrive

FreshBooks + Pipedrive

FreshBooks + Pipedrive integrations

Create estimates in FreshBooks for new deal matching filters in Pipedrive

Boost your efficiency with this automated workflow that connects Pipedrive and FreshBooks. Whenever a deal matches a specified filter in Pipedrive, an estimate is instantly created in FreshBooks. This seamless connection ensures not a moment is wasted moving between apps, keeping your sales process moving forward smoothly.

  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 Estimate
    Create Estimate
    Create EstimateCreates a new estimate.
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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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