Freshbooks EasyConnect: 360° Integration of Freshbooks with Salesforce

Freshbooks EasyConnect is a Salesforce lightning ready native Application that is used to connect Salesforce with Freshbook and vice-versa. It provides an easy to use interface.

The user can perform various operations using this App like “Sync Clients”, “Sync Payments”, “Sync Invoices”, “Create New Invoices”, “Generate PDF of Invoices”, “Send an Email of Invoices”, by just clicking on the respective buttons of the detail page of objects.

The App provides bi-directional sync functionality (360 degrees) which provides a wide variety of features on connecting Salesforce with Freshbooks and vice-versa. Users can also run this application in Salesforce1 Mobile app.

The main feature of this App :-

  • It Syncs the Business and Client object of the freshbooks with Account and Opportunity of the Salesforce respectively.
  • Invoice and Invoice Line Item objects of Freshbooks are synced with custom object Invoice and Invoice Line Item of Salesforce respectively.
  • Payment and Invoice Item Name objects of Freshbooks are synced with Payment and LineItem custom objects of Salesforce respectively.

You can get the product from Salesforce Appexchange.

You can also refer the User Manual for further details, from here.