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.
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 clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer.-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?
Key Features by Integrator
Pipeliner to Freshbooks Integration by Zapier
Zapier lets you connect apps together to help automate tedious tasks between two apps with TriggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., Searches, and Actions. Read more…
Zap Triggers for Pipeliner:
New Task, New Filtered invoice, new contact, Any accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. 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 a paid invoice, create time entry, create an invoice, create an estimate, send an invoice, create a task, create a project, create productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. item, create a client, create an expense.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.