CompanyHub + FreshBooks Integration

Connect CompanyHub to FreshBooks in 1 click

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1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • 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 CompanyHub + FreshBooks Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
FreshBooks + CompanyHub Integration

Create CompanyHub contact for new FreshBooks client

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

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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CompanyHub + FreshBooks Integration

Create FreshBooks client from new CompanyHub company

If you have created a company in CompanyHub, 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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CompanyHub + FreshBooks Integration

Create FreshBooks client for new CompanyHub contact

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

Create FreshBooks invoice from new CompanyHub deal

Do you use CompanyHub 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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CompanyHub + FreshBooks Integration

Create FreshBooks order for new CompanyHub deal

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

When you create a deal in CompanyHub, 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 CompanyHub and FreshBooks.
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Automations

Top 10 Most Popular CompanyHub Automations from
Integrately Community

Just click on the workflow you want to automate

CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Autopilot logo
Create Autopilot contact for new CompanyHub record
Activate
Google Sheets logo
CompanyHub logo
Create CompanyHub contact for new Google Sheets row
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub record for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub deal for new Autopilot contact
Activate
Autopilot logo
CompanyHub logo
Create CompanyHub contact for new Autopilot contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate
CompanyHub logo
Workiom logo
Create Workiom record for new CompanyHub record
Activate
CompanyHub logo
Google Sheets logo
Create Google Sheets row for new CompanyHub contact
Activate
Notion logo
CompanyHub logo
Create CompanyHub contact for new Notion database item
Activate
CompanyHub logo
Moosend logo
Create Moosend contact for new CompanyHub record
Activate
CompanyHub logo
Chatwork logo
Create Chatwork task for new CompanyHub contact
Activate

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
Automation is ready
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You Can Also Connect CompanyHub or FreshBooks With 1400+ Other Apps

CompanyHub
CompanyHub
CompanyHub is a cloud-based solution for seamless sales and marketing automation. It helps businesses manage their sales pipelines from lead generation to campaign execution, and eventually, to sales closure.
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.