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FreshBooks Classic + Workbooks CRM Integrations

How to connect FreshBooks Classic + Workbooks CRM

Zapier lets you send info between FreshBooks Classic and Workbooks CRM automatically—no code required.

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Supported triggers and actions

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How FreshBooks Classic + Workbooks CRM Integrations Work

  1. Step 1: Authenticate FreshBooks Classic and Workbooks 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.
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About FreshBooks Classic

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.
Learn More

Related categories

  • Accounting

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workbooks logo
workbooks logo

About Workbooks CRM

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

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