Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Salesforce or FreshBooks leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Salesforce, ready to send in FreshBooks
Salesforce runs sales, FreshBooks keeps the books. CRM Connector keeps your contacts the same in both, turns every won opportunity into a draft invoice and brings a sent estimate into Salesforce as an opportunity sales can follow, so nobody retypes a sale.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won opportunities into draft invoices
- Contacts
- Won opportunities into draft invoices
- Sent estimates into opportunities
At a glance. Contacts stay the same on both sides, won opportunities arrive as draft invoices and sent quotes as opportunities. 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 Salesforce or FreshBooks 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 opportunities 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
- Account nameWhen createdOrganization
- EmailBoth waysEmail
- Business phone, or mobileBoth waysBusiness phone
- Mailing addressBoth waysPrimary address
- On a won opportunityEach works it outHas paid invoices
- Lead sourceOnly in SalesforceNot in FreshBooks
It happens in Salesforce, then in FreshBooks
A new contact
Looked for in FreshBooks on the exact email. Updated when found, created only when nothing matches.
Name, email, phone or address changes
The same change is made to the FreshBooks client on the next sync.
The company changes later
Not carried: the account name reaches FreshBooks when the client is created.
- Before anything is created the other system is searched first, so nothing is created twice. Duplicate rules in your org win: when one points at a single existing record, that one is updated instead.
- A contact on a won opportunity counts as a customer for the customers only and leads only filters. Nothing writes a customer flag into Salesforce, which has no such field on a contact.
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 Salesforce and FreshBooks 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 Salesforce or FreshBooks 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 Salesforce or FreshBooks on its own is on its own page.
- Check tax on the draft
- Opportunity amounts are usually excluding tax, and the invoice carries the amount as it is. Add tax on the draft before you send it.
FAQ
Questions about Salesforce and FreshBooks?
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.
Contacts, yes: they 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. An opportunity won on or after your start date becomes a draft invoice in FreshBooks with one line for its amount. It is never sent or paid by the sync.
No. Salesforce has no standard invoice, so invoices stay in your books.
No. Before anything is created in Salesforce or FreshBooks, 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 Salesforce and FreshBooks?Start your 7 day free trial
Sign in to Salesforce and FreshBooks, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.