How to Integrate FreshBooks with Salesforce

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In this tutorial, you’ll learn how to connect FreshBooks to Salesforce using Zapier to automate your B2B invoicing. This workflow ensures that when a deal is "Closed Won" in Salesforce, an invoice is automatically created in FreshBooks.

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1. Log in to your Zapier account and select Create Zap.
2. Click Trigger and search for Salesforce.
3. Select Salesforce as your Trigger.
4. Click the Trigger Event dropdown and select New Opportunity or Updated Field on Record.
5. Click Continue to configure your trigger settings.
6. Select which data field will be monitored.
7. Advance to the next by clicking Continue.
8. Click Test Trigger to run a quick test to confirm everything connects properly.
9. Click Continue.
10. Select FreshBooks as the action app.
11. Select Create Invoice or Create Client from the Action Event dropdown.
12. Click Continue.
13. Finalize field mappings, then click Continue.
14. Click the Test step button in the bottom-right corner of the mapping screen.
15. In the lower right corner, click the Publish button to activate the sync.