How to Integrate FreshBooks with Pipedrive

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In this tutorial, you’ll learn how to connect FreshBooks to Pipedrive using Zapier to automate your B2B sales-to-accounting pipeline.

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1. Log in to your Zapier account and select Create Zap.
2. Click Trigger and search for Jobber.
3. Select Pipedrive as your Trigger.
4. Click the Trigger Event dropdown and select Updated Deal Stage (or New Deal).
5. Lock in your trigger configuration to move forward.
6. Specify which pipeline stage signals a qualified opportunity ready for billing.
7. Click Continue to confirm your stage selection.
8. Click Test Trigger to run a quick test to confirm everything connects properly.
9. Select which record to use before clicking Continue with selected record.
10. Select FreshBooks as the action app.
11. Click the Action Event dropdown to select Create Invoice or Create Client.
12. Click Continue.
13. Finalize field mappings, then click Continue.
14. Click the Test step button at the bottom of the mapping screen.
15. In the lower right corner, click the Publish button to activate the sync.