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This integration selects new HubSpot contacts and imports them to FreshBooks as clients.

Note: The integration does not create duplicates. If a client with such email already exists, the integration updates it.

Note: It does not import pre-existing HubSpot contacts to FreshBooks clients.

How to Set Up

  1. Select or create connections: HubSpot 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 HubSpot contacts, configure more filters in the task editor.