Create new FreshBooks Invoice from Pipedrive Deal

This integration selects new Pipedrive deals and imports them to FreshBooks as invoices.

Note: It does not import pre-existing Pipedrive deals to FreshBooks invoices.

Note: For best results customers and products should be pre-synced between FreshBooks and Pipedrive apps.

How to Set Up

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

Tips

• To create FreshBooks invoices from specific new Pipedrive deals, configure filters in the task editor.