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 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
PieSync integrates your contacts two-way and in real time. Read more...
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.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.