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Freshbooks EasyConnect

Generate Your Invoice With few Clicks

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Free  

Never requires payment

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Business Need
Finance
Requires
None

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Requires a Freshbooks Account, you can create Freshbooks account from https://my.freshbooks.com/#/signup

App Details

Version
Freshbooks/Freshbooks 1.7.0
Listed On
03/22/2017
Latest Release
09/10/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 8
Custom Apps: 2
Lightning Components
Global: 9
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/16/2021

Additional Details

Freshbooks EasyConnect is a Salesforce native Application. This app is used to connect Salesforce with Freshbooks and vice-versa. The app provides bi-directional sync functionality (360 degree) i.e., Salesforce to Freshbooks and Freshbooks to Salesforce. It provides a wide variety of functionality for connecting Salesforce with Freshbooks and vice-versa. Users can perform the following operations: “Sync Clients”, “Sync Payments”, “Sync Invoices”, “Create New Invoices”, “Generate PDF of Invoices”, “Send an Email of Invoices” by clicking respective buttons on the detail page of objects. Features: ➢ Business and Client objects of Freshbooks are synched with Account and Opportunity objects of Salesforce respectively. ➢ Invoice and Invoice Line Item objects of Freshbooks are synced with Invoice and Invoice Line Item custom objects of Salesforce respectively. ➢ Payment and Invoice Item Name objects of Freshbooks are synced with Payment and LineItem custom objects of Salesforce respectively.

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