FreshBooks & Pipeliner CRM: Fast Accounting, Better Sales

You don’t need to be an accountant to manage invoicing, tracking, and reports. Better still is having that information available within Pipeliner CRM.

About FreshBooks

FreshBooks is simple and intuitive cloud-based accounting software service designed exclusively for small business owners, who can achieve better cash flow and accountancy practices in their client-service businesses. Get paid for your time and expertise, promptly.  

By combining FreshBooks with Pipeliner CRM, your new accountancy “department” feeds Sales automatically, with critical invoicing, tracking, and reporting information. Who says you can’t have it all?

Freshbooks
Freshbooks
Freshbooks

Key Features by Integrator

Pipeliner to Freshbooks Integration by Zapier

Pipeliner Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Read more...

Freshbooks-Pipeliner Integration by Zapier

Zap Triggers for Pipeliner:

New Task, New Filtered invoice, new contact, Any account activity instantly, New client, New time entry, New invoice, New expense, New payment, New estimate, New staff member.

Zap Searches for Pipeliner:

Find a client: finds a client by email or username. Optionally, create one if none are found.

Zap Actions for Pipeliner:

Create paid invoice, create time entry, create invoice, create estimate, send invoice, create task, create project, create product item, create client, create expense.

Pipeliner to Freshbooks Integration by PieSync

Pipeliner Integration by PieSync

PieSync integrates your contacts two-way and in real time. Read more...

Freshbooks - Pipeliner Integration by PieSync

Piesync integrates Pipeliner with FreshBooks. Every time you add or update a contact in Pipeliner, it is automatically synced with FreshBooks, and vice versa. Want to win time by managing just one application? It is super easy to get started.

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Pipeliner Integration by Zapier

Zapier lets you connect apps together to help automate tedious tasks between two apps with Triggers, Searches and Actions. Whenever the trigger event happens, Zapier will automatically make the action event happen for you. Triggers watch for events in your apps, then kick off a sequence of Searches and Actions. Searches look up existing data, and Actions create new items.

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Pipeliner Integration by PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up-to- date customer information, no matter where you are or who entered the data.