FreshBooks + GoHighLevel Integration

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Popular FreshBooks + GoHighLevel Workflows

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FreshBooks + GoHighLevel Integration

Create GoHighLevel contact for new FreshBooks client

If you are using FreshBooks, then you may want to also use GoHighLevel 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 GoHighLevel.

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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FreshBooks + GoHighLevel Integration

Create GoHighLevel task for new FreshBooks payment

When you make a payment in FreshBooks, be sure to create a task in GoHighLevel! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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FreshBooks + GoHighLevel Integration

Create GoHighLevel task for new FreshBooks invoice

If you use FreshBooks to manage your invoice, you can also use GoHighLevel to create and manage task associated with those invoice. Creating a task in GoHighLevel will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
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FreshBooks + GoHighLevel Integration

Create GoHighLevel task for new FreshBooks client

With the growth of FreshBooks, many companies are looking for ways to connect their FreshBooks account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in GoHighLevel every time a client is created in FreshBooks.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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FreshBooks + GoHighLevel Integration
1.
  • 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
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel Instant
  • GoHighLevel
    Survey is submitted in GoHighLevel Instant
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
2.
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
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