Salesforce via OneSaas

Integration by OneSaas

Salesforce integrates with FreshBooks to allow you to connect with your customers in a whole new way.

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About Salesforce

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

How it works with FreshBooks

Use OneSaas to connect your Salesforce account with FreshBooks and save valuable time by automating your workflow:

  • Create an Invoice as Draft or Sent in FreshBooks when an Opportunity is Closed or Won in Salesforce.
  • Create an Opportunity in Salesforce when an Invoice is created in FreshBooks.

For more information please check this OneSaas page.

How To Get Started

What you need

  • FreshBooks account
  • Salesforce account
  • OneSaas Account

Steps to connect

  1. Visit the OneSaas website.
  2. Sign up for a free 7-day trial (no credit card required).
  3. Connect your Salesforce and FreshBooks account to OneSaas.
  4. Choose what data you want to be synced.
  5. Your data will now automatically sync between Salesforce and FreshBooks.