FreshBooks + PersistIQ Integration

Connect FreshBooks to PersistIQ in 1 click

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Popular FreshBooks + PersistIQ Workflows

Create FreshBooks client for new PersistIQ prospect

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

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Create PersistIQ prospect for new FreshBooks client

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

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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Create Your Own FreshBooks & PersistIQ Integration Without Any Code

Create Custom Workflow

Invoice is created in FreshBooks Instant
Invoice is updated in FreshBooks Instant
Filtered Invoice is created in FreshBooks
Client is created in FreshBooks Instant
Invoice Payment is created in FreshBooks Instant
Project is created in FreshBooks Instant
Project is updated in FreshBooks Instant
Estimate is created in FreshBooks Instant
Estimate is updated in FreshBooks Instant
Time Entry is created in FreshBooks Instant
Staff Member is created in FreshBooks
Prospect is created in PersistIQ

Create invoice in FreshBooks
Send invoice in FreshBooks
Update invoice in FreshBooks
Search invoice in FreshBooks
Create client in FreshBooks
Search customer in FreshBooks
Update client in FreshBooks
Create time entry in FreshBooks
Add payment to invoice in FreshBooks
Create other income in FreshBooks
Get customer by id in FreshBooks
Create expense in FreshBooks
Create estimate in FreshBooks
Create project in FreshBooks
Add prospect to campaign in PersistIQ
Create or update prospect in PersistIQ
Create prospect in PersistIQ
Update prospect status in PersistIQ
Add do not contact domain in PersistIQ

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Integrate FreshBooks & PersistIQ In 1 Click
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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect FreshBooks or PersistIQ With 1200+ Other Apps

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.

See FreshBooks Integrations

PersistIQ ielps you reach, engage and convert prospects through intelligent email outreach. We are the first platform to combine the power of smart communication and workflow in one easy-to-use system.

See PersistIQ Integrations