Two-way contact sync between FreshBooks and Efficy CRM

FreshBooksEfficy CRM

Always have an up to date address book of clients to send invoices to. Or, in the other way, ensure that anybody you bill is created in your CRM or other cloud app.

Want to win time by managing just one application? Set up PieSync for free today and start syncing your FreshBooks and Efficy CRM contacts.

It takes 5 minutes to start syncing FreshBooks with Efficy CRM

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Other available connections on PieSync

More connections with FreshBooks and Efficy CRM are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About 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.

FreshBooks

About FreshBooks

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. Start a free 30-day trial today

Efficy CRM

About Efficy CRM

Efficy CRM enables you to centralize your customer data and provide access only to authorized personnel. Use document management, data visualization and analysis, collaborative project management, and other features to streamline projects and improve efficiency.

Try it out for yourself

We’re using PieSync to help a client of ours sync their contacts in two different CRM’s. In one CRM, contacts are signed up for a trial to use our client's software, and in the other CRM, this trial sign-up triggers an automated email workflow. Before PieSync, contacts would be sent from one CRM to the other upon creation. Later, if they signed up for a trial, their updated trial sign-up information wouldn’t be sent from one CRM to the other. This wouldn’t trigger the email automation campaign, and new trial users wouldn’t get the information they needed. Now we have PieSync, and that information is accurate, all the time. Let me know if you need some more information.

Marvin McTawFounder & CEO

Your approach is not only safe, but puts the power in our hands. I used to be in the data business many years ago, so your solution makes perfect sense. It helps me develop an approach to keep my information up to date and synchronized.

Pete KerskerMinister