Integrate Salesforce
Integrate Freshbooks

Integrate Salesforce with FreshBooks

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

Integrate Salesforce

Connect your Salesforce CRM account to OneSaas and automate your business saving you time and money.

Get a Salesforce account.

Integrate Freshbooks

Connect your FreshBooks accounting software to OneSaas and automate your business saving time and money.

Get a FreshBooks account.

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!

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Get your cloud apps happily working together and start saving time!

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