FreshBooks and Pipedrive integration
Won in Pipedrive, ready to send in FreshBooks
CRM Connector keeps Pipedrive persons and FreshBooks clients the same both ways, turns every won deal into a draft FreshBooks invoice, and puts every sent FreshBooks estimate into Pipedrive as a deal that follows it. Pipedrive runs sales, FreshBooks sends the invoices.
- Official sign in for both
Contacts both ways, won deals into draft invoices, sent estimates into deals
At a glance
Contacts stay the same on both sides. A won deal arrives as a draft invoice, and a sent estimate as a deal.
What syncs
- ContactsBoth ways
- Won deals into draft invoicesOne way
- Sent estimates as dealsOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or Pipedrive leads when the same record changed in both since the last sync.
Options for FreshBooks and Pipedrive
- Everyone, customers only or leads only, when Pipedrive sends, on a one way sync
- Only persons with a Pipedrive label you pick
- Only deals won from a date you pick
- Only deals above an amount you pick
Record by record
What syncs between FreshBooks and Pipedrive
Which FreshBooks field matches which Pipedrive field, and what each change does.
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 2When createdApartment or suite number
- 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, email or phone 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.
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, 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.
Yes, once sent. It becomes a deal for the same person in the first stage of your first pipeline, named Quote and its number.
Accepting it wins the deal, and a closed deal never reopens. Drafts do not travel, and FreshBooks cannot decline an estimate, so the deal ends open or won.
No. The deal is already won; payments stay in FreshBooks.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and Pipedrive
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to FreshBooks and Pipedrive, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.