Agile CRM + FreshBooks Integration

Connect Agile CRM to FreshBooks in 1 click

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • 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
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2.

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Ready Workflows Ready Workflows   for Agile CRM + FreshBooks Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Agile CRM + FreshBooks Integration

Create FreshBooks client for new Agile CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Agile CRM, 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 Agile CRM and FreshBooks!
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Agile CRM + FreshBooks Integration

Create FreshBooks invoice from new Agile CRM deal

Do you use Agile CRM 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.
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Agile CRM + FreshBooks Integration

Create FreshBooks order for new Agile CRM deal

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

When you create a deal in Agile CRM, 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 Agile CRM and FreshBooks.
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Automations

Top 10 Most Popular Agile CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
SendGrid logo
Send SendGrid email for new Agile CRM contact
Activate
Agile CRM logo
Notion logo
Create Notion database item for new Agile CRM contact
Activate
Agile CRM logo
Google Sheets logo
Create Google Sheets row for new Agile CRM deal
Activate
Agile CRM logo
WhatsApp logo
Send WhatsApp message for new Agile CRM deal
Activate
Agile CRM logo
SMTP logo
Send SMTP email for new Agile CRM task
Activate
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact
Agile CRM logo
CompanyHub logo
Create CompanyHub contact for new Agile CRM contact
Activate
Agile CRM logo
ClickUp logo
Create ClickUp task for new Agile CRM contact
Activate
Agile CRM logo
RingCentral logo
Send RingCentral message for new Agile CRM contact
Agile CRM logo
TextMagic logo
Send TextMagic message for new Agile CRM contact
Agile CRM logo
Plivo logo
Send Plivo message for new Agile CRM contact

Top 10 Most Popular FreshBooks Automations from
Integrately Community

Most popularmost-popular-automations
01
Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
02
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
03
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
04
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
05
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
cloud
FreshBooks
app integration
06
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
07
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
08
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
09
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
10
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
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How Integrately Works?

1
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Agile CRM or FreshBooks With 1400+ Other Apps

Agile CRM
Agile CRM
Agile CRM combines CRM features with marketing automation features, giving you the right solution to manage and grow your customer base.
FreshBooks
FreshBooks
FreshBooks has everything your business needs to get paid, stay organized and grow. From invoicing to tracking time and expenses, FreshBooks is your all-in-one accounting software.