- 6 years ago

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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.