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Create new FreshBooks Client from Salesforce Account

This integration selects new Salesforce accounts and imports them to FreshBooks as clients.

Note: It does not import pre-existing Salesforce accounts to FreshBooks clients.

How to Set Up

  1. Select or create connections: Salesforce connection for Source and FreshBooks connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create FreshBooks clients from specific new Salesforce accounts, configure filters in the task editor.