Freshsales Classic + QuickBooks Online

Update accounts in Freshsales Classic when new invoices are due in QuickBooks Online

Stay on top of your finances with this streamlining workflow. When an invoice is due in your QuickBooks Online, it instantaneously updates the account in Freshsales Classic. This helps you maintain coherence between your bookkeeping and sales efforts, eliminating the need to manually crosscheck and update. Improve your efficiency and precision with this automation.

Stay on top of your finances with this streamlining workflow. When an invoice is due in your QuickBooks Online, it instantaneously updates the account in Freshsales Classic. This helps you maintain coherence between your bookkeeping and sales efforts, eliminating the need to manually crosscheck and update. Improve your efficiency and precision with this automation.

  1. When this happens...
    QuickBooks OnlineQuickBooks Online
    New Invoice Due

    Triggers when an invoice becomes due within a specified number of days.

    TriggerPolling
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Update Account

    Updates an existing account.

    ActionWrite
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Supported triggers and actions

  • QuickBooks Online triggers, actions, and search

    New Bank Transaction

    Triggers when a new bank transaction is created.

    Trigger
    Instant
    Try It
    • DaysRequired

    Trigger
    Polling
    Try It
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About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Related categories

  • Accounting

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