Hi I am trying to integrate my customers to Freshbooks for invoicing but only my contacts can be added and I can't sync companies to Freshbooks. Is there any way to add them as well?
Jun 19, 201812:01 AM - edited Aug 17, 20196:19 AM
Thought Leader
How to sync companies to Freshbooks
SOLVE
Q: I can't sync companies to Freshbooks.
Short A: Correct. The Freshbooks-HubSpot integration doesn't sync companies. Just contacts.
Longer A:
No built-in option to sync companies between HubSpot and FreshBooks. In fact, there isn't even a place in FreshBooks to store a 'company' unless you have contact info (i.e., name, email address, etc.) for a contact there.
In addition to using FreshBooks for years we've done a few of these integrations. Email tracking is an added advantage of using HubSpot to follow-up invoicing.
Here's a list of the custom contact properties we typically add in HubSpot to support follow-up emails. We've also included the Zapier layout we use on top of the native integration to 'push' these custom contact properties from FreshBooks-to-HubSpot.
(see image)
Happy to help. However, the award-winning FreshBooks support guys are hands down the best support organization we've dealt with in years.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Jun 19, 201812:01 AM - edited Aug 17, 20196:19 AM
Thought Leader
How to sync companies to Freshbooks
SOLVE
Q: I can't sync companies to Freshbooks.
Short A: Correct. The Freshbooks-HubSpot integration doesn't sync companies. Just contacts.
Longer A:
No built-in option to sync companies between HubSpot and FreshBooks. In fact, there isn't even a place in FreshBooks to store a 'company' unless you have contact info (i.e., name, email address, etc.) for a contact there.
In addition to using FreshBooks for years we've done a few of these integrations. Email tracking is an added advantage of using HubSpot to follow-up invoicing.
Here's a list of the custom contact properties we typically add in HubSpot to support follow-up emails. We've also included the Zapier layout we use on top of the native integration to 'push' these custom contact properties from FreshBooks-to-HubSpot.
(see image)
Happy to help. However, the award-winning FreshBooks support guys are hands down the best support organization we've dealt with in years.
Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.
Thanks for your respond. You mean I need to have Zapier as well to make a perfect sync between Hubspot and Freshbooks. As I can see in this situation, my invoice in Freshbooks just includes the contact name and email address. Even it can't add phone number and address to the invoice. So There would be no point to use Freshbooks because I need to enter every thing manually. Do you know any other integration which can make complete invoice for my contacts on Hubspot?
Are there more options for Triggers and synced fields für freshbooks classic than for freshbooks new?
Do you know a way to convert import the list of products that are picked in the Hubspot quote to freshbooks? We usually have a long list of products on our quotes which we would need to create a second time for the invoice in freshbooks. Can you help?
We're busy developing an integration between HubSpot and Xero at the moment - once a deal reaches a specific deal stage, we automatically create an invoice in Xero and send it.
If this works for you - we can chat further daryn.smith@mpull.com
At the moment is this option available on Xero to make a quote or invoice automatically when the deal on Hubspot reaches to a specific stage? I already connected Xero to Hubspot through Zapier but I can't find any option for deals. I just have access to contact on Hubspot at the moment.
That option is not available in Zapier - we have custom created it for a particular customer. If you would like, we can setup a quick Zoom call and we can show you what we have done? Just send me your availability to daryn.smith@mpull.com
Thanks for your respond. How is going to be the invoice? does it include contact details or company or both? because I am looking for an integration to add most information from Hubspot to my invoice so it would save my time a lot.
We are using the HubSpot API and Xero API - so we are creating the company and contact using all the fields in HubSpot, and then we have also created a custom field in HubSpot fo the invoice description, currency and using the deal amount to create the invoice.
@smodhej we also provide a real time 2 way contact sync between Xero & HubSpot at www.piesync.com. Here is the Xero video so you have a look at how the integration works.
Actually I found an integration which called Paycove and it was fantastic. But at the moment there is an error so I can't connect and refresh my customers on it. I asked them to sort it out but I haven't received any solution until now