Freshworks CRM (Freshsales Suite) + easybill Integration

Integrate easybill to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each customer handled. Create contacts automatically, sync payment records, alert your team, and trigger follow-ups.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • easybill
    Document is completed in easybill Instant
  • easybill
    Document is created in easybill Instant
  • easybill
    Document is updated in easybill Instant
  • easybill
    Document is deleted in easybill Instant
  • easybill
    Payment record is created in easybill Instant
  • easybill
    Payment record is deleted in easybill Instant
  • easybill
    Invoice item is deleted in easybill Instant
  • easybill
    Invoice item is created in easybill Instant
  • easybill
    Invoice item is updated in easybill Instant
  • easybill
    Contact is created in easybill Instant
  • easybill
    Contact is updated in easybill Instant
  • easybill
    Contact is deleted in easybill Instant
  • easybill
    Customer is created in easybill Instant
  • easybill
    Customer is updated in easybill Instant
  • easybill
    Customer is deleted in easybill Instant
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2.
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • easybill
    Create Customer in easybill
  • easybill
    Search Customers in easybill
  • easybill
    Delete Customer in easybill
  • easybill
    Create customer group in easybill
  • easybill
    Update customer in easybill
  • easybill
    Create document in easybill
  • easybill
    Create invoice item group in easybill
  • easybill
    Create invoice item in easybill
  • easybill
    Delete document in easybill
  • easybill
    Complete document in easybill
  • easybill
    Cancel document in easybill
  • easybill
    Create payment for document in easybill
  • easybill
    Delete payment in easybill
  • easybill
    Search payment record in easybill
  • easybill
    Update document in easybill
  • easybill
    Create contact in easybill
  • easybill
    Create task in easybill
  • easybill
    Search document in easybill
  • easybill
    Create project in easybill
  • easybill
    Send document in easybill

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Ready Workflows Ready Workflows for easybill + Freshworks CRM (Freshsales Suite) Integration

Capture customer details, create contacts, update invoices, and sync payment records, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + easybill Integration

Create easybill task for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). easybill is a great tool for this.

All you need to do is - integrate easybill with Freshworks CRM (Freshsales Suite) to create task in easybill automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
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Activate
Freshworks CRM (Freshsales Suite) + easybill Integration

Create easybill task for new Freshworks CRM (Freshsales Suite) deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in easybill to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and easybill, creating task in easybill is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in easybill to keep your team up-to-date.
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Activate
Freshworks CRM (Freshsales Suite) + easybill Integration

Create easybill contact for new Freshworks CRM (Freshsales Suite) contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Freshworks CRM (Freshsales Suite) - easybill integration, anytime a new Freshworks CRM (Freshsales Suite) contact is created, an easybill contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Activate
Freshworks CRM (Freshsales Suite) + easybill Integration

Create easybill task for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and easybill are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), do you also create a task in easybill? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Activate
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Connect more apps to your easybill + Freshworks CRM (Freshsales Suite) flow

Sync your billing records and CRM data with external tools to streamline operations and alert your team. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
easybill
+
HubspotHubspot (6)
+
ShopifyShopify (5)
+
SlackSlack (5)
+
StripeStripe (5)
+
GmailGmail (5)
+
Google SheetsGoogle Sheets (5)
E
H
F
Add every new easybill customer to HubSpot, and create a matching contact in Freshworks CRM (Freshsales Suite).
New easybill customers appear in HubSpot and Freshworks CRM (Freshsales Suite) instantly without manual data entry.
E
H
F
When a payment record is created in easybill, create a HubSpot deal and update Freshworks CRM (Freshsales Suite).
Log revenue events in HubSpot and Freshworks CRM (Freshsales Suite) the moment a payment registers in easybill.
E
H
F
When an easybill document is completed, create a HubSpot task and add a note in Freshworks CRM (Freshsales Suite).
Keep sales and fulfillment teams aligned in HubSpot and Freshworks CRM (Freshsales Suite) after completing easybill documents.
E
H
F
If an easybill customer is created with enterprise tier, create a VIP contact in HubSpot and Freshworks CRM (Freshsales Suite).
Route high-value easybill customers directly to your enterprise pipeline in HubSpot and Freshworks CRM (Freshsales Suite).
E
H
F
Use ChatGPT to summarise every new easybill document, log it in HubSpot, and update Freshworks CRM (Freshsales Suite).
Extract insights from easybill documents using ChatGPT, saving structured summaries in HubSpot and Freshworks CRM (Freshsales Suite).
E
H
S
F
Turn every completed easybill document into a HubSpot task, create a Slack alert, and update Freshworks CRM (Freshsales Suite).
Announce completed easybill work in Slack while updating HubSpot and Freshworks CRM (Freshsales Suite).

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and easybill

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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easybill
easybill Triggers & Actions
Instant
Document is completed in easybill
Triggers the automation when a particular document is completed
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Instant
Document is created in easybill
Triggers the automation when a new document is created
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Instant
Document is updated in easybill
Triggers the automation when a document is modified
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Instant
Document is deleted in easybill
Triggers the automation when a document is deleted
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Instant
Payment record is created in easybill
Triggers the automation when a payment record is created
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Instant
Payment record is deleted in easybill
Triggers the automation when a payment record is deleted
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Instant
Invoice item is deleted in easybill
Triggers the automation when an invoice item is deleted
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Instant
Invoice item is created in easybill
Triggers the automation when a new invoice item is created
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Instant
Invoice item is updated in easybill
Triggers the automation when an invoice item is updated
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Instant
Contact is created in easybill
Triggers the automation when a new contact is created
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Instant
Contact is updated in easybill
Triggers the automation when a contact is updated
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Instant
Contact is deleted in easybill
Triggers the automation when a contact is removed from the particular list
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Instant
Customer is created in easybill
Triggers the automation when a new customer is created
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Instant
Customer is updated in easybill
Triggers the automation when customer details are updated
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Instant
Customer is deleted in easybill
Triggers the automation when a customer is removed from the database
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Create Customer in easybill
Adds a new customer to the database
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Search Customers in easybill
Searches for customers
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Delete Customer in easybill
Removes a customer from the database
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Create customer group in easybill
Creates a new customer group
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Update customer in easybill
Updates a customer's information
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Create document in easybill
Generates a new document
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Create invoice item group in easybill
Group invoice items for streamlined billing
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Create invoice item in easybill
Generates and add a new item to an invoice
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Delete document in easybill
Removes a particular document from the system
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Complete document in easybill
Finalize and save a document with all necessary information included
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Cancel document in easybill
Cancels the particular document
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Create payment for document in easybill
Triggers the automation when payment is made against any document
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Delete payment in easybill
Deletes a payment record
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Search payment record in easybill
Searches for a payment record
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Update document in easybill
Updates a document
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Create contact in easybill
Adds a new contact to the database
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Create task in easybill
Creates a new task
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Search document in easybill
Locates and retrieves document based on search criteria
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Create project in easybill
Creates a new project
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Send document in easybill
Sends a particular document to a designated recipient
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What can you automate with easybill + Freshworks CRM (Freshsales Suite)?

Streamline your billing and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new easybill customers to your CRM instantly
Automatically create a contact in Freshworks CRM (Freshsales Suite) whenever a new customer is created in easybill. Eliminate double entry and keep your sales pipelines accurate.
📋
Capture every document field and invoice item
Map available easybill document details and invoice item properties into your destination apps instead of just basic names. Maintain rich records for every transaction.
🔔
Alert your team the moment a payment arrives
Trigger instant notifications in messaging tools or email whenever a payment record is created in easybill. Keep finance and sales teams in complete sync.
🔀
Route records based on submitted invoice criteria
Apply conditional rules to route high-value easybill documents or enterprise clients to priority pipelines in Freshworks CRM (Freshsales Suite). Ensure VIP accounts get immediate attention.
📝
Keep CRM deals updated as documents change
Automatically update deal stages in Freshworks CRM (Freshsales Suite) when easybill documents are completed, updated, or cancelled. Maintain a true picture of your pipeline.
🔍
Prevent duplicate records with smart search and update
Search existing customer and payment records before creating new entries in Freshworks CRM (Freshsales Suite). Keep your database clean and organized.
⚡
Manage later status changes and payment failures
Handle payment deletions, document cancellations, and invoice updates automatically across both platforms. Keep your financial records audit-ready.
🌐
Extend your workflow to Google Sheets or Slack
Connect your easybill and Freshworks CRM (Freshsales Suite) data to Google Sheets, Slack, or Gmail to build comprehensive multi-step business pipelines.
And much more...

Who is easybill + Freshworks CRM (Freshsales Suite) integration for?

Connecting easybill and Freshworks CRM (Freshsales Suite) streamlines financial tracking and customer management for fast-growing teams.

Financial Analysts
Financial Analysts
Sales Representatives
Sales Representatives
Client Success Managers
Client Success Managers
Billing Specialists
Billing Specialists
Operations Coordinators
Operations Coordinators
Accounting Managers
Accounting Managers
📈
Financial Analysts
You review revenue reports and customer metrics every week, but your spreadsheets only update when someone manually exports payment records, so the row counts you're optimising against are always a few hours behind — with this integration, every new payment record lands in your sheets instantly and your data stays current.
⚡
Sales Representatives
You need to act fast on new inbound leads, but you find out about closed invoices too late to upsell, so potential expansion revenue slips through the cracks — automating both apps means every new easybill customer triggers an instant CRM update so you can follow up while interest is high.
🤝
Client Success Managers
You answer to key accounts who want to see document progress and onboarding status, but manual status checks slow down your responses, so client satisfaction takes a hit — connecting these apps means every completed easybill document updates your CRM records automatically for clear client communication.
📊
Billing Specialists
The volume of daily invoices and customer profiles is too high for anyone to keep up by hand, so manual data entry errors creep into your records — automating these workflows means every invoice item and customer record syncs across platforms without manual intervention.
🛠️
Operations Coordinators
You own the fulfillment step and depend on sales teams to hand over customer details from easybill, but communication gaps delay project kickoff, so delivery timelines slip — this integration means every new customer creation flows instantly into your operational queue.
🗂️
Accounting Managers
You need a reliable history of all financial documents and customer interactions, but manual tracking leaves frustrating gaps in your audit trail — automating both apps ensures every document creation, update, and payment record is logged accurately.
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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + easybill

Build and manage your Freshworks CRM (Freshsales Suite) + easybill automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + easybill with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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2
Connect Accounts
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Frequently Asked Questions

How do I connect easybill to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can easily connect easybill to Freshworks CRM (Freshsales Suite) using 1-click workflows on Integrately alongside Hubspot, Slack, and Google Sheets. Simply pick a ready automation or use Integrately AI to build your custom flow in minutes.
Can I automatically sync new easybill customers to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Can I connect easybill, Freshworks CRM (Freshsales Suite), and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for easybill and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does easybill handle customer and document data during integration?
Frequently Asked Questions
What operations are supported for Freshworks CRM (Freshsales Suite) in these automations?
Frequently Asked Questions
Do I need coding skills to automate easybill and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the easybill and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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