The FreshBooks Connector is designed for Salesforce CRM users who are using FreshBooks for estimating and invoicing. Each system has it merits, but until now working with them has meant frequent acrobatics to make them work effectively together.

With the FreshBooks Connector getting from lead to cash is now a lot easier. The Connector lets you keep track of client activity in FreshBooks directly on your Salesforce Contact, Account and Opportunity pages. Keep on top of your outstanding invoices, payments collected, and ongoing projects all within Salesforce. Create FreshBooks clients from Contacts and Accounts in a single click, making it very easy to send FreshBooks estimates or invoices to clients as your opportunity progresses.

With the FreshBooks Connector you can now create FreshBooks users from Contact and Account data in a single click, allowing you to port data easily when it's time to provide estimates or invoices to clients. FreshBooks clients can then be linked to Salesforce Contacts or Accounts for real-time invoicing and estimate updates.

The Connector also allows you to link Opportunities to FreshBooks invoices and estimates. Know immediately if an estimate was accepted or an invoice paid for without leaving Salesforce. An optional FreshBooks Activity tab can be added to the Salesforce menu and gives you a snapshot of the latest activity across your FreshBooks account.

The Connector works by providing an encrypted link to the FreshBooks API from Salesforce. No proprietary data is stored only exchanged from system to system. The Connector also automatically handles permissions so that FreshBooks staff only have access to their own data.