FreshBooks + Pardot Integration

Connect FreshBooks to Pardot in 1 click

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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
  • Pardot
    Prospect is created in Pardot
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2.

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Ready Workflows Ready Workflows   for FreshBooks + Pardot Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
FreshBooks + Pardot Integration

Create Pardot prospect for new FreshBooks client

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

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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Pardot + FreshBooks Integration

Create FreshBooks client for new Pardot prospect

In order to keep your accounting and customer records in sync, when you create a prospect in Pardot, 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 Pardot and FreshBooks!
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Automations

Top 10 Most Popular FreshBooks Automations from
Integrately Community

Just click on the workflow you want to automate

Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
Activate
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
Activate
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
Activate
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
Activate
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
Activate
Acuity Scheduling logo
FreshBooks logo
Create FreshBooks invoice for new Acuity Scheduling order
Activate
FreshBooks logo
Google Calendar logo
Create Google Calendar event for new FreshBooks order
Activate
FreshBooks logo
ClickUp logo
Create ClickUp task for new FreshBooks client
Activate
Authorize.Net logo
FreshBooks logo
Create FreshBooks client for new Authorize.Net customer
Activate
FreshBooks logo
Google Sheets logo
Create Google Sheets row for new FreshBooks invoice
Activate
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
Activate
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
Activate
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
Activate
WHMCS logo
FreshBooks logo
Create FreshBooks client for new WHMCS contact
Activate
Missive logo
FreshBooks logo
Create FreshBooks client for new Missive contact
Activate
FreshBooks logo
SMS Gateway Hub logo
Send SMS Gateway Hub message for new FreshBooks payment
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks expense from new row Microsoft Excel
Activate
Microsoft Excel logo
FreshBooks logo
Create FreshBooks invoice from new row Microsoft Excel
Activate

Top 10 Most Popular Pardot Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
Pardot logo
Create Pardot prospect for new Google Sheets row
02
CompanyHub logo
Pardot logo
Create Pardot prospect for new CompanyHub record
03
Salesforce logo
Pardot logo
Create Pardot prospect for new Salesforce record
04
Airtable logo
Pardot logo
Create Pardot prospect for new Airtable record
05
Zoho CRM logo
Pardot logo
Create Pardot prospect for new Zoho CRM module
cloud
Pardot
app integration
06
Pardot logo
SureCart logo
Create SureCart contact for new Pardot prospect
07
Pardot logo
Shoprocket logo
Create Shoprocket customer for new Pardot prospect
08
sevDesk logo
Pardot logo
Create Pardot prospect for new sevDesk contact
09
Pardot logo
Publit.io logo
Create Publit.io folder for new Pardot prospect
10
SureCart logo
Pardot logo
Update Pardot prospect from updated SureCart contact
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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 FreshBooks or Pardot With 1400+ Other Apps

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.
Pardot
Pardot
Pardot is a B2B marketing automation platform that empowers marketers with lead generation, email campaigns, and analytics. It integrates with Salesforce CRM and streamlines marketing & sales efforts.