Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether FreshBooks or Pipedrive leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Pipedrive, ready to send in FreshBooks
Pipedrive runs sales, FreshBooks sends the invoices. CRM Connector keeps the people behind your deals the same as your FreshBooks clients, in both directions, and turns every won deal into a draft invoice, so nobody retypes a sale.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won deals into draft invoices
- Contacts
- Won deals into draft invoices
At a glance. Contacts stay the same on both sides, and won deals arrive as draft invoices. 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
One system feeds the other. Pick FreshBooks or Pipedrive as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly persons with a Pipedrive label you pickOnly deals won from a date you pickEvery 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
- OrganizationWhen createdOrganization
- EmailBoth waysPrimary email
- Business phoneBoth waysPrimary phone
- StreetWhen createdPostal address, or the organization's
- Street line 2Only in FreshBooksNot in Pipedrive
- City, province, postal codeWhen createdCity and postal code of that address
- CountryWhen createdCountry of that address
- Not in FreshBooksOnly in PipedriveWon deals
It happens in FreshBooks, then in Pipedrive
A new contact
Looked for in Pipedrive on the exact email. Updated when found, created as a person only when nothing matches.
Name, company, email, phone or address changes
The same change is made to the Pipedrive person on the next sync.
The company or address changes later
Not carried: a sync never renames a Pipedrive organization and never writes an address into Pipedrive.
- Before anything is created the other system is searched first, so nothing is created twice.
- Pick only persons with a Pipedrive label you choose, and only those labelled persons start travelling out of Pipedrive.
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 Pipedrive 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 Pipedrive 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 Pipedrive on its own is on its own page.
- Check tax on the draft
- Deal values are usually excluding tax, and the invoice carries the value as it is. Add tax on the draft before you send it.
FAQ
Questions about FreshBooks and Pipedrive?
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. Contacts sync in both directions, and you choose which system leads when the same person changed on both sides.
Yes, when you choose the stage rule. A deal won on or after your start date becomes a draft FreshBooks invoice for the same client with one line for its value. It is never sent or paid by the sync.
No. The deal is already won; payments stay in FreshBooks.
No. Before anything is created in FreshBooks or Pipedrive, 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 Pipedrive?Start your 7 day free trial
Sign in to FreshBooks and Pipedrive, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.