FreshBooks + Mailchimp Integration

Integrate FreshBooks to Mailchimp in one click, or tell Integrately AI how you want each client handled. Add subscribers, update lists, trigger targeted campaigns, and keep your marketing data aligned 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
  • Mailchimp
    Subscriber is created/updated in Mailchimp
  • Mailchimp
    Subscriber is added to segment or tag in Mailchimp
  • Mailchimp
    Subscriber is added to list in Mailchimp Instant
  • Mailchimp
    Subscriber has unsubscribed in Mailchimp
  • Mailchimp
    Subscriber's profile is updated in Mailchimp Instant
  • Mailchimp
    List member is unsubscribed in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is cleaned from the list in Mailchimp Instant
  • Mailchimp
    Subscriber's email address is changed in Mailchimp Instant
  • Mailchimp
    Campaign is created in Mailchimp
  • Mailchimp
    Campaign is sent in Mailchimp
  • Mailchimp
    Campaign email activity is created in Mailchimp
  • Mailchimp
    Campaign is sent or cancelled in Mailchimp Instant
  • Mailchimp
    Email is opened in Mailchimp
  • Mailchimp
    Link is clicked in Mailchimp
  • Mailchimp
    Customer is created in Mailchimp
  • Mailchimp
    Order is created in Mailchimp
  • Mailchimp
    Audience/List is created in Mailchimp
  • Mailchimp
    Folder is created in Mailchimp
  • Mailchimp
    List segments is created in Mailchimp
  • Mailchimp
    File is created in Mailchimp
  • Mailchimp
    Members is added/updated in segment in Mailchimp
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
  • Mailchimp
    Create list (In Review) in Mailchimp
  • Mailchimp
    Create or update subscriber in Mailchimp
  • Mailchimp
    Add tag to subscriber in Mailchimp
  • Mailchimp
    Update Subscriber in Mailchimp
  • Mailchimp
    Add note to subscriber in Mailchimp
  • Mailchimp
    Search subscriber by email in Mailchimp
  • Mailchimp
    Search subscriber by email in a list in Mailchimp
  • Mailchimp
    Unsubscribe email in Mailchimp
  • Mailchimp
    Remove subscriber in Mailchimp
  • Mailchimp
    Archive list member in Mailchimp
  • Mailchimp
    Send campaign in Mailchimp
  • Mailchimp
    Search campaign in Mailchimp
  • Mailchimp
    Update campaign in Mailchimp
  • Mailchimp
    Add or remove member tags in Mailchimp
  • Mailchimp
    Create custom event in Mailchimp
  • Mailchimp
    Create file in Mailchimp
  • Mailchimp
    Search customer in Mailchimp
  • Mailchimp
    Create campaign in Mailchimp
  • Mailchimp
    Search content of campaign in Mailchimp
  • Mailchimp
    Get campaign by id in Mailchimp
  • Mailchimp
    Get open campaign details for subscriber in Mailchimp
  • Mailchimp
    Create folder in Mailchimp
  • Mailchimp
    Add existing member to static segment in Mailchimp
  • Mailchimp
    Remove member from static segment in Mailchimp

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Ready Workflows Ready Workflows for FreshBooks + Mailchimp Integration

Capture new clients, add subscribers to lists, update campaigns, and trigger targeted emails, all in just one click.

Most popular automationsmost-popular-automations
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Connect more apps to your FreshBooks + Mailchimp flow

Track payments, record orders, update sheets, and alert your team once your FreshBooks and Mailchimp sync runs. Pick a combination and activate it in one click.

FreshBooks
Mailchimp
+
StripeStripe (4)
+
ShopifyShopify (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google SheetsGoogle Sheets (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
F
M
S
Add every new FreshBooks client to Mailchimp and create a customer record in Stripe
New FreshBooks clients appear in Mailchimp as subscribers and get registered as customers in Stripe instantly.
F
M
S
Record invoice payments from FreshBooks in Mailchimp and log a charge in Stripe
Invoice payments in FreshBooks update your Mailchimp audience and record charges in Stripe automatically.
F
M
S
When a FreshBooks estimate is created, update Mailchimp and generate a payment link in Stripe
FreshBooks estimates instantly trigger Mailchimp updates and generate Stripe payment links for clients.
F
C
M
S
Use ChatGPT to analyse FreshBooks invoice payments, update Mailchimp, and create a Stripe customer
ChatGPT reviews FreshBooks payments before Mailchimp updates and Stripe customer creation take place.

Supported triggers and actions for FreshBooks and Mailchimp

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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Mailchimp
Mailchimp Triggers & Actions
Subscriber is created/updated in Mailchimp
Triggers the automation when any subscriber is created or updated
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Subscriber is added to segment or tag in Mailchimp
Triggers the automation when a subscriber is added to a segment or tag
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Instant
Subscriber is added to list in Mailchimp
Triggers the automation when a subscriber is added to a list
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Subscriber has unsubscribed in Mailchimp
Triggers the automation when a subscriber unsubscribes from a particular mailing list
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Instant
Subscriber's profile is updated in Mailchimp
Triggers the automation when a subscriber's profile is updated
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Instant
List member is unsubscribed in Mailchimp
Triggers the automation when a member unsubscribes from a mailing list
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Instant
Subscriber's email address is cleaned from the list in Mailchimp
Triggers the automation when a subscriber's email address is cleaned from the list
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Instant
Subscriber's email address is changed in Mailchimp
Triggers the automation when a subscriber's email address is changed
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Campaign is created in Mailchimp
Triggers the automation when a new campaign is created
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Campaign is sent in Mailchimp
Triggers the automation when any campaign is sent
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Campaign email activity is created in Mailchimp
Triggers the automation when a new campaign email activity is created
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Instant
Campaign is sent or cancelled in Mailchimp
Triggers the automation when a campaign is sent or cancelled in your marketing platform
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Email is opened in Mailchimp
Triggers the automation when an email is opened
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Link is clicked in Mailchimp
Triggers the automation when a link in the email is clicked
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Customer is created in Mailchimp
Triggers the automation when a new customer is created
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Order is created in Mailchimp
Triggers the automation when a new order is created
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Audience/List is created in Mailchimp
Triggers the automation when a new audience or list is created
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Folder is created in Mailchimp
Triggers the automation when a new folder is created
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List segments is created in Mailchimp
Triggers the automation when a new segment is created
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File is created in Mailchimp
Triggers the automation when a particular action in the workflow fails
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Members is added/updated in segment in Mailchimp
Triggers the automation when a member is added or updated in a particular segment
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Create list (In Review) in Mailchimp
Create list
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Create or update subscriber in Mailchimp
Generates a new invoice
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Add tag to subscriber in Mailchimp
Assigns a tag to a subscriber based on predefined criteria
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Update Subscriber in Mailchimp
Updates subscriber information
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Add note to subscriber in Mailchimp
Adds a note to a subscriber
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Search subscriber by email in Mailchimp
Retrieves subscriber information using their email address
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Search subscriber by email in a list in Mailchimp
Searches for a subscriber by email within a designated list
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Unsubscribe email in Mailchimp
Removes email address from mailing list
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Remove subscriber in Mailchimp
Unsubscribe a user from mailing lists
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Archive list member in Mailchimp
Removes list members from active list and store them in an archived list
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Send campaign in Mailchimp
Sends out a pre-designed campaign to targeted recipients
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Search campaign in Mailchimp
Searches for a campaign
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Update campaign in Mailchimp
Refresh and adjust the content and settings of a marketing campaign
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Add or remove member tags in Mailchimp
Manage member tags based on criteria
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Create custom event in Mailchimp
Creates a new marketing campaign
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Create file in Mailchimp
Generates a new file
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Search customer in Mailchimp
Locates and retrieves customer information
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Create campaign in Mailchimp
Generates and launch a new marketing campaign
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Search content of campaign in Mailchimp
Searches for the content of a campaign
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Get campaign by id in Mailchimp
Retrieves a campaign using its id
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Get open campaign details for subscriber in Mailchimp
Retrieves and display detailed information about campaign interactions for a subscriber
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Create folder in Mailchimp
Creates a new folder in the designated location
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Add existing member to static segment in Mailchimp
Adds a member who already exists to a predefined static segment within the audience
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Remove member from static segment in Mailchimp
Removes a member from a predefined static segment
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What can you automate with FreshBooks + Mailchimp?

Streamline your accounting and email marketing workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new clients from FreshBooks to Mailchimp
Automatically add every new client registered in FreshBooks to your Mailchimp subscriber list. Eliminate manual exports and keep your marketing audience up to date.
📝
Capture detailed invoice and client metadata
Map complete client profiles and billing details from FreshBooks into Mailchimp custom fields. Build targeted segments based on actual purchase and invoicing history.
📢
Alert your team about payment milestones
Trigger instant team notifications in messaging channels whenever a new invoice payment is registered in FreshBooks or a subscriber updates their profile.
🔀
Route subscribers based on client data
Automatically direct clients to specific Mailchimp lists or tags depending on their FreshBooks invoice amount, project type, or billing status.
🔄
Keep contact profiles updated in real time
Ensure email addresses, names, and company details modified in FreshBooks instantly update matching subscriber records in Mailchimp.
🔍
Prevent duplicate records across platforms
Search existing subscriber lists before creating new entries to keep your Mailchimp audience clean and free of duplicate profiles.
📋
Handle estimates and project milestones
Trigger marketing updates and follow-ups whenever new estimates are created, updated, or converted into active projects in FreshBooks.
🔗
Extend your workflow with supporting apps
Connect your FreshBooks and Mailchimp core flow to Google Sheets, Slack, or Stripe for multi-step financial and marketing automation.
And much more...

Who is FreshBooks + Mailchimp integration for?

Finance and marketing teams eliminate manual data entry between accounting and email campaigns, keeping subscriber lists and client records perfectly synchronised.

Financial analysts
Financial analysts
Marketing directors
Marketing directors
Client success leads
Client success leads
Sales operations specialists
Sales operations specialists
Agency owners
Agency owners
Operations coordinators
Operations coordinators
📈
Financial analysts
You're reconciling payment records and email campaign lists every week, but manual data exports always leave your subscriber counts and revenue reports out of sync — integrating these apps means every new client and payment updates your marketing lists automatically and keeps your reporting accurate.
Marketing directors
You need to launch targeted email campaigns the moment new clients sign up, but waiting for manual contact exports means leads go cold before receiving outreach — this integration means every new client record lands in your email platform instantly so your campaigns launch without delay.
🤝
Client success leads
You answer to stakeholders who want immediate visibility into onboarding progress, but tracking invoice payments and email engagement across separate tabs causes reporting bottlenecks — automating both apps means your team sees payment milestones and subscriber updates in one unified view.
📊
Sales operations specialists
The volume of new invoices and client registrations is too high for anyone to keep up by hand, leading to missed audience updates and fragmented contact histories — connecting these apps means contact creation and list management happen instantly at any scale.
💼
Agency owners
You depend on your accounting team to log clients before marketing campaigns can begin, causing frustrating handoff delays between departments — with this integration, client creation in your accounting software triggers audience additions in your email tool immediately.
🗂️
Operations coordinators
You need a reliable history of client interactions across billing and outreach, but manual data transfers keep leaving gaps in your customer profiles — automating both apps means every client profile and subscription change is recorded accurately every time.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FreshBooks + Mailchimp

Build and manage your FreshBooks + Mailchimp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FreshBooks + Mailchimp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — 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.
Secure by design
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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Mailchimp?
Frequently Asked Questions
You can connect FreshBooks to Mailchimp instantly using 1-click ready workflows or by using Integrately AI. Select a pre-built template connecting FreshBooks, Mailchimp, and other apps like Google Sheets or Slack, authenticate your accounts, and activate your flow in minutes.
Can I automatically add new FreshBooks clients to Mailchimp subscriber lists?
Frequently Asked Questions
Can I connect FreshBooks, Mailchimp, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Mailchimp?
Frequently Asked Questions
How does FreshBooks handle client data transfers in these automations?
Frequently Asked Questions
How does Mailchimp receive updates from FreshBooks integration workflows?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Mailchimp?
Frequently Asked Questions
Is the FreshBooks and Mailchimp integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect FreshBooks or Mailchimp With 1500+ Other Apps

FreshBooks
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