Zoho CRM and FreshBooks integration

Won in Zoho CRM, ready to send in FreshBooks

CRM Connector keeps Zoho CRM contacts and FreshBooks customers the same both ways, turns every won deal into a draft FreshBooks invoice, and brings every sent estimate into Zoho CRM as a deal sales can follow. Zoho CRM runs sales, FreshBooks keeps the books.

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  • Official sign in for both
Zoho CRM logoFreshBooks logo

Contacts both ways, won deals into draft invoices

At a glance

Contacts stay the same, won deals arrive as draft invoices and sent estimates as deals.

Zoho CRM logoFreshBooks logo

What syncs

  • ContactsBoth ways
  • Won deals into draft invoicesOne way
  • Estimates as dealsOne way
What holds for each system on its own:How Zoho CRM behavesHow FreshBooks behaves

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 Zoho CRM or FreshBooks leads when the same record changed in both since the last sync.

Options for Zoho CRM and FreshBooks

  • Only deals won from a date you pick
  • Only deals above an amount you pick
  • Everyone, customers only or leads only, when Zoho CRM sends, on a one way sync
How a sync between Zoho CRM and FreshBooks runs, and how conflicts are settled

Record by record

What syncs between Zoho CRM and FreshBooks

Which Zoho CRM field matches which FreshBooks field, and what each change does.

Starts in
Zoho CRM logoFieldsFreshBooks logo
  • First nameBoth waysFirst name
  • Last nameBoth waysLast name
  • AccountWhen createdCompany
  • EmailBoth waysEmail
  • PhoneBoth waysPhone
  • Mailing street, city, state, postal code and countryBoth waysAddress
  • On a won dealOnly in Zoho CRMNot in FreshBooks
  • Lead sourceOnly in Zoho CRMNot in FreshBooks

It happens in Zoho CRM, then in FreshBooks

  • A new contact

    Looked for in FreshBooks on the exact email before a customer is created.

  • Name, email, phone or address changes

    The same change is made to the FreshBooks customer on the next sync.

  • The company changes later

    Not carried: the account name reaches FreshBooks when the customer is created.

Ask your AI assistant

Ask ChatGPT or Claude about Zoho CRM and FreshBooks

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.

You
With CRM Connector Platform, what can I sync between Zoho CRM and FreshBooks?
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Sign in to Zoho CRM and FreshBooks, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.

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Every systemWhat syncs with what, per system, in plain words.Plans and billingFour plans from $29.99, billed monthly or yearly through Stripe.