Prospect.io + FreshBooks Integration

Connect Prospect.io to FreshBooks in 1 click

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1.
  • Prospect.io
    User is created in Prospect.io
  • Prospect.io
    Deal is created in Prospect.io
  • Prospect.io
    Exclusion list item is created in Prospect.io
  • Prospect.io
    Work flow is created in Prospect.io
  • Prospect.io
    Pipeline is created in Prospect.io
  • Prospect.io
    Stage is created in Prospect.io
  • Prospect.io
    Prospect is created in Prospect.io
  • Prospect.io
    Prospect has replied in Prospect.io
  • Prospect.io
    Organization is created in Prospect.io
  • Prospect.io
    Deal is lost in Prospect.io
  • Prospect.io
    Deal is won in Prospect.io
  • Prospect.io
    List is created in Prospect.io
  • 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 Prospect.io + FreshBooks Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
FreshBooks + Prospect.io Integration

Create Prospect.io contact for new FreshBooks client

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

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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Prospect.io + FreshBooks Integration

Create FreshBooks client for new Prospect.io contact

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

Create FreshBooks invoice from new Prospect.io deal

Do you use Prospect.io 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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Prospect.io + FreshBooks Integration

Create FreshBooks client from new Prospect.io organization

If you have created a organization in Prospect.io, 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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Prospect.io + FreshBooks Integration

Create FreshBooks order for new Prospect.io deal

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

When you create a deal in Prospect.io, 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 Prospect.io and FreshBooks.
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FreshBooks + Prospect.io Integration

Create Prospect.io organization from new FreshBooks invoice

If you're a small business owner who uses FreshBooks to manage your finances, you may be wondering if there's a way to automatically create a organization profile in Prospect.io whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Prospect.io and FreshBooks!
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Automations

Top 10 Most Popular Prospect.io Automations from
Integrately Community

Just click on the workflow you want to automate

Prospect.io logo
ClickUp logo
Create ClickUp task for new Prospect.io contact
Activate
Prospect.io logo
WordPress logo
Create WordPress user for new Prospect.io contact
Activate
Prospect.io logo
ClickSend SMS logo
Send ClickSend SMS message for new Prospect.io contact
Prospect.io logo
Twilio logo
Send Twilio sms for new Prospect.io contact
Prospect.io logo
SendGrid logo
Send SendGrid email for new Prospect.io contact
Prospect.io logo
ClickUp logo
Create ClickUp task for new Prospect.io contact
Activate
Prospect.io logo
WordPress logo
Create WordPress user for new Prospect.io contact
Activate
Prospect.io logo
ClickSend SMS logo
Send ClickSend SMS message for new Prospect.io contact
Prospect.io logo
Twilio logo
Send Twilio sms for new Prospect.io contact
Prospect.io logo
SendGrid logo
Send SendGrid email for new Prospect.io contact
Prospect.io logo
Online Live Support logo
Send Online Live Support message for new Prospect.io contact
Prospect.io logo
MailerSend logo
Send MailerSend message for new Prospect.io contact
Prospect.io logo
Telnyx logo
Send Telnyx message for new Prospect.io contact
Prospect.io logo
SMS Idea logo
Send SMS Idea message for new Prospect.io contact
Prospect.io logo
sms77 logo
Send sms77 message for new Prospect.io contact
Prospect.io logo
Online Live Support logo
Send Online Live Support message for new Prospect.io contact
Prospect.io logo
MailerSend logo
Send MailerSend message for new Prospect.io contact
Prospect.io logo
Telnyx logo
Send Telnyx message for new Prospect.io contact
Prospect.io logo
SMS Idea logo
Send SMS Idea message for new Prospect.io contact
Prospect.io logo
sms77 logo
Send sms77 message for new Prospect.io contact

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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Want to automate something else in your workflow?

You Can Also Connect Prospect.io or FreshBooks With 1400+ Other Apps

Prospect.io
Prospect.io
Prospect.io is the easiest way to automate sales prospecting and outreach. We provide you with the tools to find, track, and reach out to key decision makers at companies of interest - all in one place!
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.