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Freshbooks EasyConnect

Generate Your Invoice With few Clicks

Overview

Freshbooks EasyConnect is a Salesforce native Application. This app is used to connect Salesforce with Freshbooks and vice-versa. It supports point and click graphical user interface which is very simple and easy to use.

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See How Freshbooks EasyConnect Works

  • 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.

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.

Categories

Business Needs
Finance
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

Compatibility

Required Salesforce Products
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
Supported Languages
English

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