In this tutorial, you’ll learn how to automatically sync your FreshBooks clients with Google Contacts using Zapier to keep your professional network updated in real-time.
- Log in to your Zapier account and select Create Zap.
- Click Trigger and search for FreshBooks.
- Select FreshBooks as your Trigger.
- Click Trigger event and select New Client as your trigger.
- Confirm your trigger setup and click Continue to move forward.
- Select your FreshBooks account, then click Continue.
- Click Test Trigger to run a quick test to confirm everything connects properly.
- Select which record to use before clicking Continue with selected record.
- Select Google Contacts as the action app.
- Select Create Contact from the Action Event dropdown.
- Click Continue.
- Map your client's information from FreshBooks directly into Google Contacts.
- Finalize your field mapping setup, then click Continue.
- Click the Test step button at the bottom right of the mapping screen.
- In the lower right corner, click the Publish button to activate the sync.
