FreshBooks + Pipedrive Integration

Integrate FreshBooks to Pipedrive in one click, or tell Integrately AI how you want each invoice handled. Sync customer records, update deals, alert your team, and track payments 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
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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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
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for FreshBooks + Pipedrive Integration

Capture invoices, update deals, keep customer records synchronized, alert your team, and track payments, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + FreshBooks Integration

Create FreshBooks invoice from new Pipedrive deal

Do you use Pipedrive 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.
See more
Pipedrive + FreshBooks Integration

Create FreshBooks client from new Pipedrive organization

If you have created a organization in Pipedrive, it's important to create a client in FreshBooks. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Pipedrive + FreshBooks Integration

Create FreshBooks order for new Pipedrive deal

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

When you create a deal in Pipedrive, 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 Pipedrive and FreshBooks.
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Pipedrive + FreshBooks Integration

Create FreshBooks client for new Pipedrive person

In order to keep your accounting and customer records in sync, when you create a person in Pipedrive, this automation will automatically create a client in FreshBooks.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Pipedrive and FreshBooks!
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FreshBooks + Pipedrive Integration

Create Pipedrive person for new FreshBooks client

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

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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FreshBooks + Pipedrive flow

Streamline financial tracking, alert your sales team, and follow up with clients. Pick a combination and activate it in one click.

FreshBooks
Pipedrive
+
GmailGmail (5)
+
CalendlyCalendly (4)
+
SlackSlack (5)
+
StripeStripe (4)
+
AsanaAsana (4)
+
MailchimpMailchimp (4)
F
P
G
Create a Pipedrive deal from every new FreshBooks invoice, and send a notification email via Gmail.
New FreshBooks invoices instantly generate deals in Pipedrive while Gmail notifies your team, eliminating manual data entry.
F
P
G
When a Pipedrive deal is created, generate a FreshBooks invoice and email the client via Gmail.
New Pipedrive deals automatically trigger FreshBooks invoice creation and dispatch a client email through Gmail.
F
P
G
When a Pipedrive deal stage is updated, update the FreshBooks invoice status and notify via Gmail.
Deal stage updates in Pipedrive automatically adjust FreshBooks invoice records and send confirmation emails through Gmail.
F
P
G
When a FreshBooks invoice payment is created, log the update in Pipedrive and send a receipt via Gmail.
Invoice payments in FreshBooks automatically update Pipedrive deals and dispatch client receipts via Gmail.
F
P
G
Use Claude to draft client emails for new FreshBooks estimates, send them via Gmail, and record a Pipedrive note.
Claude drafts professional client emails for new FreshBooks estimates, sending them through Gmail and logging a Pipedrive note.

Supported triggers and actions for FreshBooks and Pipedrive

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
Try it โ†’
Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
Try it โ†’
Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
Try it โ†’
Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
Try it โ†’
Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
Try it โ†’
Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
Try it โ†’
Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
Try it โ†’
Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
Try it โ†’
Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Try it โ†’
Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
Try it โ†’
Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
Try it โ†’
Create invoice in FreshBooks
Generates invoices for sales transactions
Try it โ†’
Send invoice in FreshBooks
Generates and send invoices to clients
Try it โ†’
Update invoice in FreshBooks
Updates invoice details based on new information
Try it โ†’
Search invoice in FreshBooks
Locates and retrieves invoices with
Try it โ†’
Create client in FreshBooks
Generates a new client profile
Try it โ†’
Search customer in FreshBooks
Locates and retrieves customer information
Try it โ†’
Update client in FreshBooks
Updates client information
Try it โ†’
Create time entry in FreshBooks
Creates a new time entry without manual input
Try it โ†’
Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
Try it โ†’
Create other income in FreshBooks
Records other income
Try it โ†’
Get customer by id in FreshBooks
Retrieves customer information based on their id
Try it โ†’
Create expense in FreshBooks
Generates a new expense record
Try it โ†’
Create estimate in FreshBooks
Adds a new contact to the contact list
Try it โ†’
Create project in FreshBooks
Creates a new project
Try it โ†’
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it โ†’
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it โ†’
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it โ†’
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it โ†’
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it โ†’
Activity matches filter in Pipedrive
Try it โ†’
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it โ†’
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it โ†’
Deal matches filter in Pipedrive
Try it โ†’
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it โ†’
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it โ†’
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it โ†’
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it โ†’
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it โ†’
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it โ†’
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it โ†’
Organization matches filter in Pipedrive
Try it โ†’
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it โ†’
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it โ†’
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it โ†’
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it โ†’
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it โ†’
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it โ†’
Create activity in Pipedrive
Generates a new activity or task
Try it โ†’
Update activity in Pipedrive
Updates the activity with the latest information
Try it โ†’
Get activity by id in Pipedrive
Retrieves details of an activity using ID
Try it โ†’
Delete activity in Pipedrive
Deletes an activity
Try it โ†’
Create deal in Pipedrive
Generates a new deal
Try it โ†’
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it โ†’
Search deal in Pipedrive
Searches for a deal
Try it โ†’
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it โ†’
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it โ†’
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it โ†’
Add product to deal in Pipedrive
Adds selected product to a deal
Try it โ†’
Get products of deal in Pipedrive
Retrieves products associated with a deal
Try it โ†’
Add participant to deal in Pipedrive
Adds a participant to a deal
Try it โ†’
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
Try it โ†’
Create lead in Pipedrive
Generates new leads for potential customers
Try it โ†’
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it โ†’
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it โ†’
Search lead in Pipedrive
Searches for a lead
Try it โ†’
Delete deal in Pipedrive
Deletes a deal
Try it โ†’
Create organization in Pipedrive
Generates a new organization
Try it โ†’
Update organization in Pipedrive
Updates organization information
Try it โ†’
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it โ†’
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it โ†’
Delete organization in Pipedrive
Deletes an organization
Try it โ†’
Create person in Pipedrive
Generates a new person
Try it โ†’
Update person in Pipedrive
Updates the information of a person
Try it โ†’
Search person in Pipedrive
Retrieves information about a person
Try it โ†’
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it โ†’
Delete person in Pipedrive
Deletes a person
Try it โ†’
Create product in Pipedrive
Generates and launch new products
Try it โ†’
Update product in Pipedrive
Updates product information
Try it โ†’
Search product in Pipedrive
Searches for a product
Try it โ†’
Get product by id in Pipedrive
Retrieves product information using its id
Try it โ†’
Get product variations in Pipedrive
Retrieves variations of a product
Try it โ†’
Delete product in Pipedrive
Deletes a product
Try it โ†’
Add follower in Pipedrive
Increase your follower count
Try it โ†’
Create note in Pipedrive
Creates a new note in the particular format
Try it โ†’
Update note in Pipedrive
Updates a note with new information
Try it โ†’
Search note in Pipedrive
Searches for a note
Try it โ†’
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it โ†’
Get user by id in Pipedrive
Retrieves user information using their id
Try it โ†’
Search user by email in Pipedrive
Searches for a user using email address
Try it โ†’
Search user by name in Pipedrive
Searches for a user using the name
Try it โ†’

What can you automate with FreshBooks + Pipedrive?

Streamline your entire revenue workflow by connecting invoicing and CRM data effortlessly.

What you can automate?
๐Ÿงพ
Create Pipedrive deals from FreshBooks invoices automatically
Whenever an invoice is created in FreshBooks, a matching deal is generated in Pipedrive. Keep your sales pipeline synchronized with your billing system without lifting a finger.
๐Ÿ“‹
Capture every submitted client field across your workflow
Map detailed client data, line items, and custom field values from FreshBooks straight into Pipedrive contact records. Ensure your CRM holds complete client profiles.
๐Ÿ””
Alert your team instantly on Slack when invoices are paid
Send real-time payment notifications to your team's Slack channels the moment an invoice payment is recorded in FreshBooks. Keep everyone informed of incoming revenue.
๐Ÿ”€
Route deals differently based on invoice amounts or tiers
Set up conditional workflows that create high-priority deals in Pipedrive for large FreshBooks invoices while routing standard accounts to regular pipelines.
๐Ÿ”„
Keep deal stages and invoice statuses updated in real time
When a Pipedrive deal stage updates or a FreshBooks invoice is paid, automatically update the corresponding record in the other platform to eliminate stale data.
๐Ÿ”
Prevent duplicate contacts when adding new clients
Search existing Pipedrive records before creating new entries from FreshBooks client data. Maintain a clean database free of duplicate contacts.
๐Ÿ’ณ
Handle payment milestones and deal closures automatically
When an invoice payment is created in FreshBooks, automatically update the matching Pipedrive deal to won. Close out your sales cycle without manual steps.
๐Ÿ’ฌ
Extend your FreshBooks and Pipedrive flow with Slack
Combine FreshBooks and Pipedrive with Slack to broadcast deal wins, notify finance teams of payments, and keep your entire organization aligned.
And much more...

Who is FreshBooks + Pipedrive integration for?

Connecting FreshBooks and Pipedrive helps finance, sales, and executive teams eliminate manual data entry and keep billing and pipeline records perfectly aligned.

Performance and finance analysts
Performance and finance analysts
Sales representatives
Sales representatives
Account managers
Account managers
Operations teams
Operations teams
Sales managers
Sales managers
Finance leads
Finance leads
๐Ÿ“ˆ
Performance and finance analysts
You're reviewing billing reports and sales pipelines across separate systems, but your revenue ledger only updates when someone manually exports records, so the financial figures you're analyzing against are always a few hours behind โ€” automating both apps means every invoice and deal lands in your reporting views instantly and your data stays current.
โšก
Sales representatives
You're closing deals in your CRM but waiting on manual accounting updates to confirm payment statuses, so you find out about billing issues too late to maintain momentum โ€” integrating these apps means payment confirmations update your deals instantly and your pipeline status is always accurate.
๐Ÿค
Account managers
You answer to clients who want immediate confirmation on estimate approvals and project kickoff dates, but manual handoffs cause frustrating delays โ€” with this integration, every estimate update and invoice creation syncs across your workspace instantly and client communication stays prompt.
๐Ÿ”„
Operations teams
The volume of new invoices and client sign-ups is too high for anyone to keep up with by hand, leading to frequent data mismatches between billing and CRM records โ€” automating both apps means every client record and deal transfers automatically and manual errors disappear.
๐ŸŽฏ
Sales managers
You own pipeline forecasting and depend on your team to hand over closed contracts into the billing system, but manual delays stall revenue processing โ€” connecting these apps means won deals generate invoices instantly and your billing workflow flows without friction.
๐Ÿ“‹
Finance leads
You need a reliable transaction history across your revenue stack but keep finding gaps between CRM deals and accounting ledgers โ€” automating both apps means every payment and invoice syncs reliably and your audit trail remains complete.
Our team

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Why choose Integrately to automate FreshBooks + Pipedrive

Build and manage your FreshBooks + Pipedrive 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 + Pipedrive 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 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.
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
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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect FreshBooks to Pipedrive?
Frequently Asked Questions
You can connect FreshBooks to Pipedrive in 1 click using ready-made templates on Integrately. Choose a pre-built workflow, connect your accounts, or ask Integrately AI to build the custom automation for you. You can also connect apps like Gmail, Slack, and Stripe.
Can I automatically create Pipedrive deals when a FreshBooks invoice is created?
Frequently Asked Questions
Can I connect FreshBooks, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Pipedrive?
Frequently Asked Questions
How does FreshBooks handle client data synchronization with Pipedrive?
Frequently Asked Questions
Can I update Pipedrive deals when FreshBooks invoice payments are received?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Pipedrive?
Frequently Asked Questions
Is the FreshBooks and Pipedrive integration free?
Frequently Asked Questions
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