FreshBooks + Salesmate Integration

Integrate FreshBooks to Salesmate in one click, or tell Integrately AI how you want each client handled. Capture new client details, create matching contacts and deals in your CRM, update your pipeline, and trigger follow-ups automatically.

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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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for FreshBooks + Salesmate Integration

Capture new clients, create deals, keep your CRM updated, alert your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
FreshBooks + Salesmate Integration

Create Salesmate contact for new FreshBooks client

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

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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Salesmate + FreshBooks Integration

Create FreshBooks client for new Salesmate contact

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

Create FreshBooks invoice from new Salesmate deal

Do you use Salesmate 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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Salesmate + FreshBooks Integration

Create FreshBooks client from new Salesmate company

If you have created a company in Salesmate, 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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Salesmate + FreshBooks Integration

Create FreshBooks order for new Salesmate deal

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

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

Create Salesmate company 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 company profile in Salesmate whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Salesmate and FreshBooks!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your FreshBooks + Salesmate flow

Bring in payment data, email campaigns, scheduling links, team notifications, files, and video calls once your sales and accounting workflows finish. Pick a combination and activate it in one click.

FreshBooks
Salesmate
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
ZoomZoom (4)
S
F
S
When a payment is successful in Stripe, add payment to invoice in FreshBooks, and create a deal in Salesmate.
Stripe payments instantly update FreshBooks invoices and create corresponding deals in Salesmate without manual entry.
F
S
S
When an invoice is created in FreshBooks, generate a payment link in Stripe, and update the contact in Salesmate.
New FreshBooks invoices generate Stripe payment links and update Salesmate contacts automatically.
S
F
S
When a Stripe refund is issued, update the invoice in FreshBooks, and update the deal stage in Salesmate.
Stripe refunds automatically update FreshBooks invoices and move Salesmate deals to reflect the change.
S
F
S
Use ChatGPT to analyse Stripe failed charges, update FreshBooks invoices, and create a follow-up task in Salesmate.
ChatGPT analyses Stripe payment failures, updates FreshBooks invoices, and schedules recovery tasks in Salesmate.

Supported triggers and actions for FreshBooks and Salesmate

Mix and match to build the exact automation you need

FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
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Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it →
Company is created in Salesmate
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
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Create contact in Salesmate
Adds a new contact to the database
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Search contact in Salesmate
Finds and retrieves contact information
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Update contact in Salesmate
Updates contact information with new details
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Get contact by id in Salesmate
Retrieves a contact's information based on their id
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Create deal in Salesmate
Generates a new deal with
Try it →
Update deal in Salesmate
Updates deal information based on new criteria or changes
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Search deal in Salesmate
Retrieves and find a deal
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Create activity in Salesmate
Generates a new activity or task
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Update activity in Salesmate
Updates the activity with the latest information
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Search activity in Salesmate
Retrieves search results based on particular criteria
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Create company in Salesmate
Generates a new company profile with given details
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Update company in Salesmate
Updates company information
Try it →
Search company in Salesmate
Finds information about a company
Try it →
Create note in Salesmate
Creates a new note in the particular format
Try it →

What can you automate with FreshBooks + Salesmate?

Streamline your billing and sales operations with ready-made workflows that connect every critical touchpoint.

What you can automate?
🔄
Sync FreshBooks clients to Salesmate contacts
Automatically create a new contact in Salesmate the moment a client is created in FreshBooks, keeping your CRM and accounting databases perfectly aligned.
📋
Capture every submitted invoice and estimate field
Map all available invoice and estimate line items into your sales pipeline instead of basic names and emails, ensuring your deal records contain full context.
🔔
Alert your sales team instantly on payment
Send instant notifications to your team when a FreshBooks invoice payment is received so everyone knows when revenue hits.
🔀
Route deals based on invoice amounts
Create high-priority deals in Salesmate when FreshBooks invoice totals exceed specific thresholds, ensuring VIP clients receive immediate attention.
🔄
Keep deal stages updated as invoices change
Automatically update Salesmate deal stages whenever FreshBooks invoices are modified, sent, or paid.
🛡️
Search and update instead of creating duplicates
Check existing records in Salesmate before creating new contacts or deals, preventing duplicate entries when recurring clients generate fresh invoices.
⏱️
Handle later status changes like refunds and payments
Automatically update deal stages and billing records when FreshBooks invoice payments are completed or refunds are issued.
🔌
Extend your workflow with Slack notifications
Connect FreshBooks and Salesmate to Slack to announce closed deals and payment milestones directly in your team communication channels.
And much more...

Who is FreshBooks + Salesmate integration for?

Finance managers, sales reps, and operations leads use this integration to keep client records, deal pipelines, and billing data perfectly synchronized.

Finance managers
Finance managers
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Sales managers
Sales managers
Auditors and controllers
Auditors and controllers
📈
Finance managers
You rely on accurate billing and revenue reports but invoicing data only updates when someone manually exports records, so your financial summaries are always hours behind — this integration means every new payment and client lands in your accounting software instantly and your reporting stays current.
Sales representatives
You need to act fast on new client signups and payment milestones, but you find out about closed invoices too late to upsell — connecting these apps means every billing event updates your CRM pipeline instantly so you can reach out at the right moment.
🤝
Account managers
You answer to clients who expect seamless project kickoff and accurate estimates after signing, but manual data entry causes delays — automating both apps means estimates, projects, and contacts are created instantly so client onboarding runs without friction.
📊
Operations leads
Your business handles high volumes of clients, invoices, and deals that no team can keep up with by hand, leading to costly data entry errors — automating both apps means every record syncs across systems reliably without manual intervention.
💼
Sales managers
You own the deal pipeline and depend on billing teams to hand over financial milestones so you can forecast accurately, but communication gaps stall your view — this integration means deal stages and invoices update together automatically.
🔍
Auditors and controllers
You need a reliable history of every transaction and client interaction, but fragmented tools leave frustrating gaps in your audit trail — connecting these apps means every invoice, payment, and contact record is logged consistently across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate FreshBooks + Salesmate

Build and manage your FreshBooks + Salesmate automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect FreshBooks + Salesmate 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect FreshBooks to Salesmate?
Frequently Asked Questions
You can connect FreshBooks to Salesmate in one click using pre-built workflows or by describing your custom flow to Integrately AI. It syncs invoices, contacts, and deals across your stack alongside tools like Stripe, Slack, and Google Drive.
Can I automatically create Salesmate contacts when a new client is added in FreshBooks?
Frequently Asked Questions
Can I connect FreshBooks, Salesmate, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and Salesmate?
Frequently Asked Questions
How does FreshBooks handle invoice updates with Salesmate?
Frequently Asked Questions
Can Salesmate deal updates trigger actions in FreshBooks?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and Salesmate?
Frequently Asked Questions
Is the FreshBooks and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect FreshBooks or Salesmate With 1500+ Other Apps

FreshBooks
Popular FreshBooks Integrations
Connect FreshBooks with invoicing, payment, and expense tools to keep financial records accurate and up to date.
Salesmate
Popular Salesmate Integrations
Sync Salesmate with email marketing, customer support, and project management tools to streamline your sales pipeline.
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