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Set up your first integration
Quickly connect FreshBooks to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FreshBooks with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from FreshBooks.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects FreshBooks and Pipedrive, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
- StatusRequired
Try ItTriggerPolling
- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerInstant- AccountRequired
Try ItTriggerPolling- AccountRequired
Try ItTriggerInstant
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Frequently Asked Questions about FreshBooks + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FreshBooks and Pipedrive
How does the FreshBooks and Pipedrive integration work?
The integration allows you to automate workflows between FreshBooks and Pipedrive by using triggers and actions. Triggers from Pipedrive like 'New Deal' or 'Deal Updated' can automatically perform actions in FreshBooks such as 'Create Invoice' or 'Send Payment Reminder.'
What triggers are available for the FreshBooks and Pipedrive integration?
You can use various triggers from Pipedrive, including 'New Deal,' 'Updated Deal,' and others. These triggers initiate actions in FreshBooks, helping streamline your operations.
Can I create an invoice in FreshBooks whenever a new deal is added in Pipedrive?
Yes, using our integration, you can set up a workflow that automatically creates an invoice in FreshBooks every time a new deal is added to Pipedrive.
Is it possible to update Pipedrive when an invoice is paid in FreshBooks?
Yes, when an invoice is marked as paid in FreshBooks, specific fields in your Pipedrive account can be updated automatically through the integration.
Do I need coding skills to set up the integration between FreshBooks and Pipedrive?
No, you don't need any coding skills. Our platform provides an intuitive interface that lets you create and customize integrations with simple drag-and-drop functionality.
How do you handle duplicate entries between FreshBooks and Pipedrive?
Our integrations have built-in checks that help prevent duplicates by making sure that each data entry is unique based on certain identifiers like deal ID or invoice number.
Is there any limit on the number of automations I can create between these two platforms?
We offer flexible plans allowing multiple automations per account. You can build numerous workflows tailored to your specific needs without worrying about hitting a cap.