Two way
HighLevel starts the integration and changes made in FreshBooks flow back into HighLevel as well.
- You pick whether HighLevel or FreshBooks leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in HighLevel, billed in FreshBooks
HighLevel brings in the leads, FreshBooks keeps the invoicing. CRM Connector keeps the contacts the same in both and brings HighLevel's invoices, or every won opportunity as a draft invoice, into FreshBooks.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Contacts both ways, invoices into FreshBooks
- Contacts
- Invoices from HighLevel
- Won opportunities into draft invoices
At a glance. Contacts stay the same on both sides, and invoices arrive in FreshBooks. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds FreshBooks and FreshBooks changes stay in FreshBooks.
- HighLevel stays the source of truth
- FreshBooks always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysBusiness name
- EmailBoth waysEmail
- Business phoneBoth waysPhone
- StreetBoth waysAddress
- Street line 2Only in FreshBooksNot in HighLevel
- City, province, postal codeBoth waysCity, state, postal code
- CountryWhen createdCountry
- Not in FreshBooksOnly in HighLevelContact type
It happens in FreshBooks, then in HighLevel
A new contact
Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found. A phone number that belongs to somebody with another email is left off the new contact, so two people are never merged.
Name, company, email, phone or address changes
The same change is made to the HighLevel contact on the next sync.
A contact without email or phone
Not written into HighLevel: it needs an email address or a phone number on every contact.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for FreshBooks and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether FreshBooks or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for FreshBooks or HighLevel on its own is on its own page.
- HighLevel starts the integration
- It can only be the source; FreshBooks changes still flow back on two way.
- Street line 2 stays in FreshBooks
- HighLevel has no such field.
FAQ
Questions about FreshBooks and HighLevel?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Yes. HighLevel starts the integration, and on a two way route changes made in FreshBooks flow back into HighLevel.
Whichever is your real sale. If you invoice in HighLevel, sync those invoices; if you only track opportunities there, let a won one become a draft FreshBooks invoice. One integration does one of the two.
No. Before anything is created in FreshBooks or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect FreshBooks and HighLevel?Start your 7 day free trial
Sign in to FreshBooks and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.