Connecting Your FreshBooks & Freshworks CRM Data
Whether you’re integrating FreshBooks with Freshworks CRM or moving data from one of these solutions to the other, getting your information where it needs to be is crucial. Use StarfishETL’s robust iPaaS to connect your data with speed and flexibility.
Secure Connections Between FreshBooks to Freshworks CRM
The iPaaS powering your FreshBooks and Freshworks CRM connection not only provides unrivaled scalability, but also offers strict security protocols to keep data safe as it moves across applications. StarfishETL applies two-fold data security between Amazon Web and our internal servers to maintain the highest levels of protected infrastructure. Strict data encryption practices and progressive security principles keep sensitive information secure at all times as it passes between FreshBooks and Freshworks CRM.
FreshBooks and Freshworks CRM Integration
Integrate FreshBooks and Freshworks CRM to boost your analytical power, align your teams, and create more omnichannel experiences across your business. StarfishETL makes the process seamless with a library of pre-configured maps at your fingertips and easy ways to customize your project. Check out the visual below to learn how a typical integration flows. Then, contact our team to request a quote on your FreshBooks and Freshworks CRM project.
Set up access to each system
Define processes & stages
Modify integration & add custom fields
Run initial data migration load
Ensure keys are matching between systems
About These Solutions
FreshBooks is a cloud-based accounting software targeted toward small and medium size businesses. The mobile-accessible online portal allows for a secure and streamlined method of managing everything from time tracking to invoicing and reporting.
Freshworks CRM is a digital-first CRM solution that offers a centralized platform for sales, marketing, service, and support. Its simple and intuitive design allows for a great deal of convenience when using any of its great variety of features, including support for AI-integrated lead generation and support, email campaign designers, accurate revenue forecasting, and much more.