FreshBooks + SalesForce

Synchronise FreshBooks with SalesForce

Info
FreshBooks

FreshBooks

Accounting
Info
SalesForce

SalesForce

Customer Relationship

Simplify your FreshBooks accounting by integrating with SalesForce to better manage your sales.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

What solutions does SalesForce offer?

Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.

Can I import data from Excel into the Salesforce CRM?

Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.

Can I use FreshBooks integrations on top of Synchron?

With FreshBooks Add-Ons, you can connect your account with other apps that are not yet supported by Synchron.

What types of integrations does FreshBooks Add-Ons supports?

Customer Management, Customer Support, Expense Tracking, Lead Capture, Marketing, Online Payments, Payroll, Project Management, Time Tracking

Connect FreshBooks and SalesForce

No-code platform, start integrating in a matter of minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate FreshBooks and SalesForce easily

Accounting

FreshBooks is an accounting software mainly adapted for small and medium sized companies. FreshBooks is an easy-to-use SaaS application directly accessible via a computer or mobile device.

https://www.freshbooks.com

Customer Relationship

SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.

https://www.salesforce.com

Questions about the integration?

Request more info on FreshBooks + SalesForce integration

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