Quick summary
The HubSpot FreshBooks integration lets you sync contacts, companies, and deals between your CRM and accounting software directly from the FreshBooks App Store. Setting up the connection takes just a few steps and enables both incoming and outgoing data sync to keep your sales and finance workflows aligned.
Steps
- In your FreshBooks account, head to the left sidebar and select Apps.
- Click Visit App Store in the top-right corner.
- Search for HubSpot in the search bar and select it from the results.
- Click the Connect Now button on the HubSpot CRM page.
- Log In to your FreshBooks account when prompted.
- Hit Allow to authorise FreshBooks access.
- Select your company name from the list.
- Log In to your HubSpot account.
- Choose the HubSpot account you want to connect.
- Hit the Connect app button to complete the OAuth flow.
- Enable Incoming and Outgoing Sync and hit Save.
- Hit Save again to confirm the configuration settings.
- A success prompt confirms the integration is live and active.
