FreshBooks deepens integration with Salesforce

by Rob Lewis

This time last year Toronto-based FreshBooks announced an integration with CRM leader Salesforce. Today they announced a new integration with Salesforce that is much deeper, has a better user experience, and is cheaper than the previous solution.

Through the magic of the FreshBooks API services like Salesforce are able to connect directly to FreshBooks to make things faster and easier for users. The new DataSynch for Salesforce and FreshBooks helps connect everyone's favorite CRM and Billing systems.

Create invoices automatically
After closing a deal, your sales agents will mark opportunities as ‘closed-won’ in Salesforce. Running the DataSynch will take care of the rest, automatically creating an invoice in FreshBooks which is ready to be sent out.

Stay updated after the sale
The synch keeps you updated on what’s going on by providing details on the status of invoices within Salesforce. Get a glimpse of your clients invoicing history while on a call, or check to see which invoices are awaiting payment and require a follow-up, without leaving Salesforce.

The DataSynch is from Pervasive Software, a publicly listed company and expert in Salesforce solutions and is available now in The AppExchange.

Toronto, Ontario, Canada

In 2003, Mike McDerment, co-founder and CEO of FreshBooks, accidently saved over an invoice, snapped and decided to create a better way to manage his books and bill clients. Since then, FreshBooks has emerged as the #1 cloud accounting specialist for small business owners by helping more than 5 million people track time, organize expenses and invoice clients in the cloud. Known for... more

Toronto, Ontario, Canada is the enterprise cloud computing company that is leading the shift to the Social Enterprise. Our trusted cloud platform and apps—including our flagship CRM solution—help employees collaborate easily and connect with customers like never before. And thanks to the cloud, all of it comes with low cost, low risk, and fast results. Our 100,000+ successful customers tell the story best. more

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Rob Lewis

Rob Lewis

Rob is the President of Techvibes Media and Editor-in-Chief of  His diverse background includes stints in International Trade Finance, Web Development, and Enterprise Software and he is a graduate of the University of British Columbia, British Columbia Institute of Technology, and Simon Fraser University. When not running Canada's leading technology media property, Rob can be... more

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