Salesforce and FreshBooks integration
Won in Salesforce, ready to send in FreshBooks
CRM Connector keeps Salesforce contacts and FreshBooks clients the same both ways, turns every won opportunity into a draft FreshBooks invoice, and brings every sent estimate into Salesforce as an opportunity sales can follow. Salesforce runs sales, FreshBooks keeps the books, and nobody retypes a sale.
- Official sign in for both
Contacts both ways, won opportunities into draft invoices
At a glance
Contacts stay the same on both sides, won opportunities arrive as draft invoices and sent estimates as opportunities.
What syncs
- ContactsBoth ways
- Won opportunities into draft invoicesOne way
- Sent estimates into opportunitiesOne 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 Salesforce or FreshBooks leads when the same record changed in both since the last sync.
Options for Salesforce and FreshBooks
- Everyone, customers only or leads only, when Salesforce sends, on a one way sync
- Only opportunities won from a date you pick
- Only opportunities above an amount you pick
Record by record
What syncs between Salesforce and FreshBooks
Which Salesforce field matches which FreshBooks field, and what each change does.
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 opportunityOnly in SalesforceNot in FreshBooks
- Lead sourceOnly in SalesforceNot in FreshBooks
It happens in Salesforce, then in FreshBooks
A new contact
Looked for in FreshBooks on the exact email, and one without an email on its name or phone (never a client whose other email or phone tells them apart). 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.
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.
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.
Ask your AI assistant
Ask ChatGPT or Claude about Salesforce 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.
Get started
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Sign in to Salesforce and FreshBooks, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.