Integrate Pipedrive with FreshBooks
Send information between Pipedrive and FreshBooks automatically, without writing any code, using Zoho Flow.
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Create an estimate in FreshBooks for every new deal created in your Pipedrive
Automate the generation of estimates for new deals in your pipeline management tool to streamline sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Pipedrive.
How it works
- The flow triggers when a new deal is created in Pipedrive.
- Zoho Flow creates a new estimate in FreshBooks.
Create an estimate in FreshBooks for every new deal created in your Pipedrive
Pipedrive + FreshBooks
Create an invoice in FreshBooks for recently won deals in Pipedrive
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in FreshBooks whenever a deal is closed in Pipedrive.
How it works
- The flow triggers when any detail of an existing deal is updated in Pipedrive.
- Zoho Flow creates a new invoice in FreshBooks.
Create an invoice in FreshBooks for recently won deals in Pipedrive
Pipedrive + FreshBooks
Build your own integrations between Pipedrive and FreshBooks
Connect Pipedrive and FreshBooks with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Pipedrive and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product updated
Triggers when any detail of an existing product is updated
Lead updated
Triggers when any detail of an existing lead is updated
Deal updated
Triggers when any detail of an existing deal is updated
Note created
Triggers when a new note is added
Product created
Triggers when a new product is created
Pipeline created
Triggers when a new pipeline is created
Pipeline stage created
Triggers when a new pipeline stage is created
Contact person created
Triggers when a new contact person is created
Activity updated
Triggers when any detail of an existing activity is updated
Deal created
Triggers when a new deal is created
Note updated
Triggers when an existing note is updated
Lead created
Triggers when a new lead is created
Organization created
Triggers when a new organization is created
Contact person updated
Triggers when any detail of an existing contact person is updated
Activity created
Triggers when a new activity is created
Organization updated
Triggers when any detail of an existing organization is updated
Payment added
Triggers when a new payment is added
Client created
Triggers when a new client is created
Invoice created
Triggers when a new invoice is created
Time entry added
Triggers when an new time entry is added
Estimate created
Triggers when a new estimate is created
Expense created
Triggers when a new expense is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Add products to a deal
Adds multiple products to a deal
Create lead
Creates a new lead
Create deal
Creates a new deal
Create product
Creates a new project
Create activity
Creates a new activity
Create note
Creates a new note for the selected lead, deal, person, or organization
Create organization
Creates a new organization
Create contact person
Creates a contact new person
Update product
Updates the details of an existing product
Update activity
Updates the details of an existing activity
Update lead
Updates the details of an existing lead
Update organization
Updates the details of an existing organization
Update contact person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Fetch user
Fetches the details of an existing user
Fetch lead
Fetches the details of an existing lead
Fetch contact person
Fetches the details of an existing contact person
Fetch field options
Fetches the specific field options by using its ID or name
Fetch deal
Fetches the details of an existing deal
Fetch product
Fetches the details of an existing product
Fetch organization
Fetches the details of an existing organization
Fetch activity
Fetches the details of an existing user activity
Create invoice
Creates a new invoice
Create estimate
Creates a new estimate
Create project
Creates a new project
Create expense
Creates a new expense
Create client
Creates a new client
Create task
Creates a new task
Update invoice
Updates the details of an existing invoice
Update project
Updates the details of an existing project
Update estimate
Updates the details of an existing estimate
Update expense
Updates the details of an existing expense
Update client
Updates the details of an existing client
Update task
Updates the details of an existing task
Fetch estimate
Fetches the details of an existing estimate by number
Fetch invoice
Fetches the details of an existing invoice by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
What is Pipedrive?
Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.
Similar apps
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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