Integrate Salesforce
Integrate Freshbooks

Integrate Salesforce with FreshBooks

Get your Salesforce account connected with FreshBooks and save valuable time by automating your workflow.

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Integrate Salesforce

What is Salesforce?

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

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Integrate Freshbooks

What is Freshbooks?

The all-new FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting and more time doing the work you love.

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What does it do?

For all products created or updated in Salesforce, I want:

To create the item in FreshBooks

When an opportunity is closed and won in Salesforce, I want:

To create an invoice as Draft or Sent in FreshBooks

Additionally:


  • Associate the Invoice with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a client is created or updated in FreshBooks, I want:

To create or update the contact in Salesforce

When an invoice is created in FreshBooks, I want:

To create the Opportunity in Salesforce

Additionally:


  • The account will be created

  • Create the associated products


For all items created or updated in Salesforce, I want:

To create the products in FreshBooks

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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