FreshBooks + HubSpot Integration

Integrate FreshBooks to HubSpot in one click, or tell Integrately AI how you want each client handled. Enrich and qualify contacts, update your CRM, alert your team, and trigger follow-ups automatically.

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1.
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
  • HubSpot
    Contact is created in a list in HubSpot
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
  • HubSpot
    Company is updated in HubSpot
  • HubSpot
    Deal is created in HubSpot
  • HubSpot
    Deal stage is changed in HubSpot
  • HubSpot
    Deal is updated in HubSpot
  • HubSpot
    Task is created in HubSpot
  • HubSpot
    Task is updated in HubSpot
  • HubSpot
    Task is marked as done in HubSpot
  • HubSpot
    Quote is created in HubSpot
  • HubSpot
    Quote is created or updated in HubSpot
  • HubSpot
    New Line item is created in HubSpot
  • HubSpot
    LineItem is created/updated in HubSpot
  • HubSpot
    Product is created in HubSpot
  • HubSpot
    Product is updated in HubSpot
  • HubSpot
    Form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
  • HubSpot
    Engagement is created in HubSpot
  • HubSpot
    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
  • HubSpot
    Blog tag is created in HubSpot
  • HubSpot
    Social media message is broadcasted in HubSpot
  • HubSpot
    Email subscription timeline is created in HubSpot
  • HubSpot
    Ticket is created in HubSpot
  • HubSpot
    Ticket is updated in HubSpot
  • HubSpot
    File is created/uploaded in HubSpot
  • HubSpot
    Form is created in HubSpot
Arrow Right
2.
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks
  • HubSpot
    Associate contact with company in HubSpot
  • HubSpot
    Uninstall App in HubSpot
  • HubSpot
    Associate Deal with Contact in HubSpot
  • HubSpot
    Associate Deal with Company in HubSpot
  • HubSpot
    Associate engagement with related object in HubSpot
  • HubSpot
    Remove email subscription in HubSpot
  • HubSpot
    Create contact in HubSpot
  • HubSpot
    Update contact in HubSpot
  • HubSpot
    Add contact to a list in HubSpot
  • HubSpot
    Remove contact from list in HubSpot
  • HubSpot
    Create or Update contact in HubSpot
  • HubSpot
    Get contact by id in HubSpot
  • HubSpot
    Archive contact in HubSpot
  • HubSpot
    Create company in HubSpot
  • HubSpot
    Update company in HubSpot
  • HubSpot
    Get company by id in HubSpot
  • HubSpot
    Archive company in HubSpot
  • HubSpot
    Create deal in HubSpot
  • HubSpot
    Update deal in HubSpot
  • HubSpot
    Get deal by id in HubSpot
  • HubSpot
    Archive deal in HubSpot
  • HubSpot
    Create task in HubSpot
  • HubSpot
    Update task in HubSpot
  • HubSpot
    Mark task as completed in HubSpot
  • HubSpot
    Archive task in HubSpot
  • HubSpot
    Create note in HubSpot
  • HubSpot
    Add note to contact in HubSpot
  • HubSpot
    Add note to deal in HubSpot
  • HubSpot
    Upload file in HubSpot
  • HubSpot
    Create engagement in HubSpot
  • HubSpot
    Create blog post in HubSpot
  • HubSpot
    Create blog tag in HubSpot
  • HubSpot
    Get quote by id in HubSpot
  • HubSpot
    Create line-item in HubSpot
  • HubSpot
    Update line-item in HubSpot
  • HubSpot
    Get line-item by id in HubSpot
  • HubSpot
    Archive line-item in HubSpot
  • HubSpot
    Create ticket in HubSpot
  • HubSpot
    Update ticket in HubSpot
  • HubSpot
    Get ticket by id in HubSpot
  • HubSpot
    Archive ticket in HubSpot
  • HubSpot
    Get associated records in HubSpot
  • HubSpot
    Get deal associated records in HubSpot
  • HubSpot
    Associate task with contact in HubSpot
  • HubSpot
    Associate ticket to related object in HubSpot
  • HubSpot
    Associate deal with line item in HubSpot
  • HubSpot
    Remove Association in HubSpot
  • HubSpot
    Create form submission in HubSpot
  • HubSpot
    Create social media message in HubSpot
  • HubSpot
    Add contact to workflow in HubSpot
  • HubSpot
    Retrieve signed URL for file in HubSpot
  • HubSpot
    Create product in HubSpot
  • HubSpot
    Update product in HubSpot
  • HubSpot
    Get product by id in HubSpot
  • HubSpot
    Archive product in HubSpot
  • HubSpot
    Get owner by Id in HubSpot
  • HubSpot
    Get form by id in HubSpot
  • HubSpot
    Get owner by Email in HubSpot
  • HubSpot
    Get pipeline stage details in HubSpot
  • HubSpot
    Search contact in HubSpot
  • HubSpot
    Search contact by email in HubSpot
  • HubSpot
    Search company in HubSpot
  • HubSpot
    Search company by name in HubSpot
  • HubSpot
    Search company by domain in HubSpot
  • HubSpot
    Search company by website in HubSpot
  • HubSpot
    Search deal in HubSpot
  • HubSpot
    Search deal by name in HubSpot
  • HubSpot
    Search task by title in HubSpot
  • HubSpot
    Search blog by name in HubSpot
  • HubSpot
    Search tickets in HubSpot
  • HubSpot
    Search products in HubSpot
  • HubSpot
    Search line items in HubSpot
  • HubSpot
    Search blog tag in HubSpot

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Ready Workflows Ready Workflows for FreshBooks + HubSpot Integration

Capture new clients, create HubSpot contacts, update deal stages, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
HubSpot + FreshBooks Integration

Create FreshBooks invoice from new HubSpot deal

Do you use HubSpot to keep track of your company's deal? If so, did you know that you can also use it to create invoice directly in FreshBooks?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.
FreshBooks + HubSpot Integration

Create HubSpot contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use HubSpot to manage your customer relationships. With the help of this automation, whenever you create a client in FreshBooks, a corresponding contact will be created in HubSpot.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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HubSpot + FreshBooks Integration

Create FreshBooks order for new HubSpot deal

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. HubSpot and FreshBooks work together to make accounting and bookkeeping simple.

When you create a deal in HubSpot, it will automatically create an order in FreshBooks. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with HubSpot and FreshBooks.
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FreshBooks + HubSpot Integration

Create HubSpot company from new FreshBooks invoice

If you're a small business owner who uses FreshBooks to manage your finances, you may be wondering if there's a way to automatically create a company profile in HubSpot whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with HubSpot and FreshBooks!
FreshBooks + HubSpot Integration

Create HubSpot task for new FreshBooks payment

When you make a payment in FreshBooks, be sure to create a task in HubSpot! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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FreshBooks + HubSpot Integration

Create HubSpot task for new FreshBooks invoice

If you use FreshBooks to manage your invoice, you can also use HubSpot to create and manage task associated with those invoice. Creating a task in HubSpot will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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FreshBooks + HubSpot Integration

Create HubSpot task for new FreshBooks client

With the growth of FreshBooks, many companies are looking for ways to connect their FreshBooks account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in HubSpot every time a client is created in FreshBooks.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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  • 1of1
Got a different task in mind? Describe it

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Connect more apps to your FreshBooks + HubSpot flow

Send client details to your CRM, notify your team, and trigger automated follow-ups instantly. Pick a combination and activate it in one click.

FreshBooks
HubSpot
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
+
CalendlyCalendly (3)
F
H
S
When an invoice payment is created in FreshBooks, create a contact in HubSpot, and create a customer in Stripe.
Invoice payments in FreshBooks automatically generate HubSpot contacts and create corresponding Stripe customers without manual re-keying.
F
H
S
When an invoice is created in FreshBooks, create a deal in HubSpot, and create a payment link in Stripe.
New FreshBooks invoices immediately open a HubSpot deal and generate a Stripe payment link for faster collections.
F
H
S
When an estimate is created in FreshBooks, update the HubSpot deal, and create a charge in Stripe.
FreshBooks estimate creations update your HubSpot deal status and prepare billing charges in Stripe.

Supported triggers and actions for FreshBooks and HubSpot

Mix and match to build the exact automation you need

FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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HubSpot
HubSpot Triggers & Actions
Contact is created in a list in HubSpot
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Contact is created in HubSpot
Triggers the automation when a new contact is created
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Contact is updated in HubSpot
Triggers the automation when a contact is updated
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Company is created in HubSpot
Triggers the automation when a new company is created
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Company is updated in HubSpot
Triggers the automation when a company is updated
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Deal is created in HubSpot
Triggers the automation when a deal is created
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Deal stage is changed in HubSpot
Triggers the automation when a deal stage is changed
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Deal is updated in HubSpot
Triggers the automation when a deal is updated
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Task is created in HubSpot
Triggers the automation when a new task is created
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Task is updated in HubSpot
Triggers the automation when a task is updated
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Task is marked as done in HubSpot
Triggers the automation when a task is marked as completed.
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Quote is created in HubSpot
Triggers the automation when a new quote is created
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Quote is created or updated in HubSpot
Triggers the automation when a quote is created or updated
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New Line item is created in HubSpot
Triggers the automation when a new line item is added
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LineItem is created/updated in HubSpot
Triggers the automation when a LineItem is added or updated
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Product is created in HubSpot
Triggers the automation when a new product is created
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Product is updated in HubSpot
Triggers the automation when a product is updated
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Form is submitted in HubSpot
Triggers the automation when a form is filled
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Email event is created in HubSpot
Triggers the automation when any email event occurs
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Engagement is created in HubSpot
Triggers the automation when any type of engagement is created
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Engagement is created/modified in HubSpot
Triggers the automation when any contact activity is created or updated
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Blog post is created in HubSpot
Triggers the automation when a new blog post is created
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Blog tag is created in HubSpot
Triggers the automation when a new tag is added to blog
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Social media message is broadcasted in HubSpot
Triggers the automation when a social media message is broadcasted
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Email subscription timeline is created in HubSpot
Triggers the automation when tracking is initiated for a contact's email subscription activities
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Ticket is created in HubSpot
Triggers the automation when a new ticket is created
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Ticket is updated in HubSpot
Triggers the automation when a ticket is modified
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File is created/uploaded in HubSpot
Triggers the automation when a particular action in the workflow fails
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Form is created in HubSpot
Triggers the automation when a new form is created
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Associate contact with company in HubSpot
Associates a contact with a company
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Uninstall App in HubSpot
Removes the application from the system.
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Associate Deal with Contact in HubSpot
Link a support Dealto a contact
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Associate Deal with Company in HubSpot
Link a support ticket to a corresponding object
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Associate engagement with related object in HubSpot
Link a support engagement to a corresponding object
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Remove email subscription in HubSpot
Removes an email subscription
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Create contact in HubSpot
Adds a new contact to the database
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Update contact in HubSpot
Updates contact information with new details
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Add contact to a list in HubSpot
Adds a contact to a predefined contact list
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Remove contact from list in HubSpot
Removes a particular contact from a designated list
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Create or Update contact in HubSpot
Adds or update contact information
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Get contact by id in HubSpot
Retrieves a contact's information based on their id
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Archive contact in HubSpot
Archive a particular contact's details for future reference
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Create company in HubSpot
Generates a new company profile with given details
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Update company in HubSpot
Updates company information
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Get company by id in HubSpot
Retrieves a company's details using its id
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Archive company in HubSpot
Archive company files and data for future reference
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Create deal in HubSpot
Generates a new deal with
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Update deal in HubSpot
Updates deal information based on new criteria or changes
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Get deal by id in HubSpot
Retrieves a deal by its id
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Archive deal in HubSpot
Save and store deal information for future reference
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Create task in HubSpot
Creates a new task
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Update task in HubSpot
Updates the task with new information or changes
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Mark task as completed in HubSpot
Marks task as completed
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Archive task in HubSpot
Move completed tasks to a designated archive folder
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Create note in HubSpot
Creates a new note in the particular format
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Add note to contact in HubSpot
Adds a personalized note to a contact
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Add note to deal in HubSpot
Adds a note to a deal
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Upload file in HubSpot
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Create engagement in HubSpot
Logs a new engagement or interaction, such as a call, email, or meeting
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Create blog post in HubSpot
Generates and publish a new blog post
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Create blog tag in HubSpot
Creates tags for blog posts based on content keywords
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Get quote by id in HubSpot
Retrieves a quote using its id
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Create line-item in HubSpot
Creates a new line item
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Update line-item in HubSpot
Updates the details of a line-item
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Get line-item by id in HubSpot
Retrieves a line-item from a database using its id
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Archive line-item in HubSpot
Store a line-item for future reference
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Create ticket in HubSpot
Generates a new ticket
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Update ticket in HubSpot
Updates ticket information
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Get ticket by id in HubSpot
Retrieves a ticket by its id
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Archive ticket in HubSpot
Archive closed tickets for better organization
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Get associated records in HubSpot
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Get deal associated records in HubSpot
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Associate task with contact in HubSpot
Link a task to a contact in the contact list
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Associate ticket to related object in HubSpot
Link a support ticket to a corresponding object
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Associate deal with line item in HubSpot
Associates a deal with a line item
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Remove Association in HubSpot
Removes an association
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Create form submission in HubSpot
Generates a form submission from input data
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Create social media message in HubSpot
Creates a new social media message
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Add contact to workflow in HubSpot
Adds a contact to a workflow
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Retrieve signed URL for file in HubSpot
Retrieves a signed url for a file
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Create product in HubSpot
Generates and launch new products
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Update product in HubSpot
Updates product information
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Get product by id in HubSpot
Retrieves product information using its id
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Archive product in HubSpot
Move discontinued products to an archive folder for future reference
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Get owner by Id in HubSpot
Retrieves owner information based on the provided unique id
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Get form by id in HubSpot
Retrieves a form based on its id
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Get owner by Email in HubSpot
Retrieves owner information based on the provided email address
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Get pipeline stage details in HubSpot
Retrieves detailed information about a stage in a pipeline
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Search contact in HubSpot
Searches and locate contact information
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Search contact by email in HubSpot
Finds and retrieves contact information using their email address
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Search company in HubSpot
Searches for and retrieve detailed information about different companies
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Search company by name in HubSpot
Searches for a company using its name
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Search company by domain in HubSpot
Searches for a company's information based on its domain
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Search company by website in HubSpot
Searches for company information using their website address
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Search deal in HubSpot
Searches and identify the best deals based on particular criteria
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Search deal by name in HubSpot
Searches for a deal by its name
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Search task by title in HubSpot
Searches for a task by title
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Search blog by name in HubSpot
Searches for a blog by name
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Search tickets in HubSpot
Searches for tickets
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Search products in HubSpot
Searches for products
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Search line items in HubSpot
Searches for line items
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Search blog tag in HubSpot
Searches for a blog tag
Try it โ†’

What can you automate with FreshBooks + HubSpot?

Streamline your financial workflows by connecting client records, invoice updates, and deal stages across both platforms automatically.

What you can automate?
๐Ÿงพ
Create HubSpot contacts from FreshBooks clients
Automatically generate a new contact in HubSpot the moment a client is created in FreshBooks. Eliminate manual data transfer and keep client directories unified across platforms.
๐Ÿ“‹
Sync invoice line items and estimates without gaps
Capture detailed estimate line items and invoice data directly into your HubSpot records. Ensure your sales team has full visibility into quoted amounts and billing items.
๐Ÿ””
Send instant team notifications for payments
Alert your sales and finance channels in Slack immediately when an invoice payment is logged in FreshBooks. Keep stakeholders informed of revenue milestones without checking dashboards.
๐Ÿ”€
Route deal stages based on invoice amounts
Trigger different HubSpot deal updates or task creations depending on whether a FreshBooks invoice exceeds a specific financial threshold. Customize your pipeline routing effortlessly.
๐Ÿ”„
Keep HubSpot deals updated when estimates change
Reflect estimate updates and modifications made in FreshBooks straight into your HubSpot deals instantly. Maintain accurate quote values throughout the sales cycle.
๐Ÿ‘ฅ
Prevent duplicate records with smart matching
Search existing database records before creating new entries to ensure contacts and companies remain clean. Eliminate duplicate profiles across your CRM and accounting software.
๐Ÿ’ฐ
Update deal stages when invoices are paid
Automatically advance HubSpot deal stages to closed-won the moment an invoice payment is created in FreshBooks. Align your sales pipeline directly with actual cash flow.
๐Ÿ“‚
Extend your workflow to cloud storage apps
Push paid invoice documents and client project folders directly into Google Drive alongside your HubSpot and FreshBooks records. Maintain complete audit trails effortlessly.
And much more...

Who is FreshBooks + HubSpot integration for?

Connecting FreshBooks to HubSpot helps finance teams, sales reps, and business owners eliminate manual data entry and keep pipeline records completely up to date.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account executives
Account executives
Operations coordinators
Operations coordinators
Customer success managers
Customer success managers
Project managers
Project managers
๐Ÿ“Š
Finance managers
You are reviewing revenue reports generated from FreshBooks, but your CRM pipeline numbers are always out of sync because invoices are logged manually โ€” this integration means every payment update lands in HubSpot instantly and your financial dashboards stay accurate.
โšก
Sales representatives
You are waiting for client invoices to be paid in FreshBooks before updating HubSpot deals, but delays mean you find out about closed accounts too late โ€” automating both apps means deal stages update immediately and your pipeline reflects real revenue.
๐Ÿค
Account executives
You are tracking client onboarding progress across FreshBooks and HubSpot manually, but details get missed and stakeholders ask for updates you cannot provide โ€” connecting these apps means every client record and deal matches automatically.
๐Ÿ“ˆ
Operations coordinators
You are managing hundreds of new client creations and invoice records every week, but manual data entry leads to duplicate entries and missing fields โ€” with this integration, every client and invoice transfers without human error.
๐ŸŽฏ
Customer success managers
You are depending on the sales team to hand over closed FreshBooks clients into HubSpot, but handoffs stall and onboarding starts late โ€” automating both apps means client profiles populate instantly for a seamless handover.
๐Ÿ“
Project managers
You are keeping audit histories of client projects and estimates in FreshBooks, but records in HubSpot have missing details and gaps โ€” this integration means every project and estimate syncs reliably for a complete history.
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Why choose Integrately to automate FreshBooks + HubSpot

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1,500+ apps connected
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Connect FreshBooks + HubSpot with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect FreshBooks to HubSpot?
Frequently Asked Questions
You can connect FreshBooks to HubSpot in 1 click using ready-made automations on Integrately, or ask Integrately AI to build your custom workflow. It bridges FreshBooks with HubSpot alongside Stripe, Slack, and 1,500+ other apps effortlessly.
Can I automatically sync new FreshBooks clients to HubSpot contacts?
Frequently Asked Questions
Can I connect FreshBooks, HubSpot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and HubSpot?
Frequently Asked Questions
How do invoice updates in FreshBooks affect HubSpot deals?
Frequently Asked Questions
How are contact updates in HubSpot handled across connected apps?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and HubSpot workflows?
Frequently Asked Questions
Is the FreshBooks and HubSpot integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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