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Start syncing FreshBooks and Zendesk Sell (formerly Base CRM) two-way

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When contacts are tagged in FreshBooks, update certain properties in Zendesk Sell (formerly Base CRM)
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When contacts are not yet converted leads in FreshBooks, merge their contacts data with those of Zendesk Sell (formerly Base CRM)
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When contacts have lead status 'New' in FreshBooks, update their Zendesk Sell (formerly Base CRM) contact details
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When contacts share a lead source in FreshBooks, have the contacts enriched by Zendesk Sell (formerly Base CRM) 's social data
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When FreshBooks contacts are from a certain region, apply tags to them in Zendesk Sell (formerly Base CRM) or remove them too
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When FreshBooks contacts are from a certain location, change their contact owner in Zendesk Sell (formerly Base CRM)
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When phone numbers are added or updated in FreshBooks, update a custom field in Zendesk Sell (formerly Base CRM)
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Sync contacts between FreshBooks and Zendesk Sell (formerly Base CRM)

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

Zendesk Sell (formerly Base CRM) is sales force automation software to enhance productivity, processes, & pipeline visibility for sales teams. That means less time updating tasks, more time building relationships & selling. Integrate Zendesk Sell (formerly Base CRM) Contacts and Leads with 140+ applications.

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.

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Related FreshBooks & Zendesk Sell (formerly Base CRM) resources

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