FreshBooks is the #1 accounting software in the cloud, designed exclusively for freelancers and growing service-based business owners. Automate invoicing, organize expenses, track time and accept credit cards online with just a few clicks. FreshBooks helps you grow your business, gets you paid 2x faster and keeps you and your team organized, efficient and collaborative.
PieSync + FreshBooks
Your accountancy team is using FreshBooks to organize expenses, automate invoicing, etc. A few desks away, your Sales team is working with a CRM tracking leads and closing deals. Across several other departments you’ll find many more cloud-based tools. All these apps gather valuable customer information for your different teams. The problem is that most apps don’t really communicate with each other and as a result you have isolated islands of customer data in each app and department of your business.
A lot of businesses use the time-wasting import/export or one-way zaps, but your apps are never really up-to-date. These methods are one of the most common causes of duplicate contact data, while historical data is rarely pushed.
PieSync’s sync engine helps you create an intelligent connection between Freshbooks and more than 150+ cloud-based apps in real time. During the initial sync,the service matches the existing, historical data between the two systems and merges your duplicate contacts. Later on, PieSync’s method is to continually check and understand the data in both apps, whenever someone makes or modifies a candidate or applicant information in either connected app, it will be automatically updated in the other app according to your exact criteria.
This means no more worrying about manually import/export, duplicates or outdated data!
Build a bridge between FreshBooks and tools such as Salesforce, FullContact, Eventbrite, Zendesk, Stripe, InfusionSoft, MailChimp, and many more! The best part? The setup takes about 5 minutes!
Check out all the apps currently available for FreshBooks:
Check out all the apps available today for this sync:
The app you need is not here yet? We are adding new ones every week! Vote for your favorite one and we’ll make sure to let you know when it’s available.
PieSync is also available for FreshBooks Classic
A million possibilities
Not only PieSync creates new leads in the connected app when you’re getting new submissions. You can also use “if-this-then-that” rules and filter the sync to your liking.
You are in full control of your sync! Choose which field to sync and how. You’ll find your standard fields mapped by default, but you can map as many other customized fields as you wish.
Afterward, you can just let it work in the background. Set it and forget it!
Want more benefits?
Share accurate customer information across the different departments of your company.
Are your marketing, sales and accountancy teams working on separate platforms in data silos? Data silos are inefficient and make communication between your teams and customers difficult.
With your accountancy, sales, marketing, and customer care platforms all synced together, you’ll turn the average customer into brand advocates.
No more import/export of your leads
Most cloud apps work with import/export functions, which means you have to periodically remember to update your cloud apps with new data. You just have to setup your connection with PieSync once and forget about manual labor, PieSync will take care of that for you.
With PieSync, you no longer have to spend hours eliminating duplicate contacts, making sure everything is updated, etc. PieSync automatically transfers your data, and any updates you make, in real-time, across all your connected cloud apps.
Learn how to sync
Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.