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FreshBooks Classic + Revamp CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between FreshBooks Classic and Revamp CRM.


Get started with workflows like: Add new Revamp CRM contacts to FreshBooks as new clients. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect FreshBooks Classic + Revamp CRM in Minutes

It's easy to connect FreshBooks Classic + Revamp CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantAny Account Activity

Triggers instantly on your choice of records either created or updated.

New Contact

Triggers when a new contact is added for a client.

New Expense

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Invoice

Triggers when a new invoice is created (with line item support).

New Staff Member

Triggers when there is a new staff member created.

New Client

Triggers when a new client is added.

New Estimate

Triggers when a new estimate is added and when the "date of issue" is today. In other words, this will never trigger if "date of issue" is in the past and will eventually trigger if "date of issue" is in the future.

New Filtered Invoice

Select which invoices trigger, for example, 30 days past due and unpaid (with line item support).

New Payment

Triggers when a new payment is created.

New Task

Triggers for new task in a project or account.

How FreshBooks Classic + Revamp CRM Integrations Work

  1. Step 1: Authenticate FreshBooks Classic + Revamp CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect FreshBooks Classic + Revamp CRM