How to Connect Salesforce to Freshbooks

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to install the FreshBooks app into your Salesforce org via AppExchange.

Quick summary

The FreshBooks Salesforce integration is installed directly through Salesforce AppExchange in a few guided steps. This demo walks you through finding the app, selecting a sandbox or production environment, and completing the package installation in your Salesforce org.

Steps

Go to Salesforce AppExchange and search for FreshBooks for Salesforce.
On the App page, click on the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click on the Continue to Installation button.
You are now set to log in and install the application.
Click on Use Custom Domain to add your Salesforce domain.
Add your Salesforce domain and hit Continue.
Choose who you are installing the app for and hit Install.
If prompted, approve Third Party Access and hit Continue.
Find your installed app under Settings > Advanced Setup > Installed Packages.

📌 Why this matters

Connecting FreshBooks to Salesforce eliminates manual data entry by syncing invoicing and accounting data directly inside your CRM. Teams that rely on Salesforce to manage deals can access real-time billing status and client payment history without switching tools. The FreshBooks Salesforce integration helps revenue and finance teams stay aligned, reduces reconciliation errors, and accelerates the order-to-cash cycle. Installing it through Salesforce AppExchange takes only minutes and requires no custom development.

Your product deserves an interactive demo

Start free

How to Add Help Text in Salesforce

How to Add Company Logo to Salesforce Lightning

How to Add Company Logo to Salesforce Lightning