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 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?
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 Triggers, Searches, and Actions. Read more…
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 a paid invoice, create time entry, create an invoice, create an estimate, send an invoice, create a task, create a project, create product item, create a client, create an expense.