?>

Integrate QuickBooks Online with Freshworks CRM

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Freshworks CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best QuickBooks Online and Freshworks CRM Integrations

  • QuickBooks Online Integration Freshworks CRM Integration

    QuickBooks Online + Freshworks CRM

    Create Contact to Freshworks CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshworks CRM Integration Create Contact
  • QuickBooks Online Integration Freshworks CRM Integration

    QuickBooks Online + Freshworks CRM

    Create Note to Freshworks CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshworks CRM Integration Create Note
  • QuickBooks Online Integration Freshworks CRM Integration

    QuickBooks Online + Freshworks CRM

    Create Account to Freshworks CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshworks CRM Integration Create Account
  • QuickBooks Online Integration Freshworks CRM Integration

    QuickBooks Online + Freshworks CRM

    Add Appointment in Freshworks CRM when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • QuickBooks Online Integration Freshworks CRM Integration

    QuickBooks Online + Freshworks CRM

    Create Task to Freshworks CRM from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Freshworks CRM Integration Create Task
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect QuickBooks Online + Freshworks CRM in easier way

It's easy to connect QuickBooks Online + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Freshworks CRM Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Freshworks CRM

Intro. QuickBooks Online is a cloud accounting software, which allows you to do transactions online. The software is supported by Freshworks, who also support customer relationship management (CRM. Integration of QuickBooks Online and Freshworks CRM allows companies to track the progress of a project and helps streamline business processes.

QuickBooks Online

QuickBooks Online is a cloud accounting software that allows users to do transactions online. In addition to this, it also supports other financial management tops.

It allows users to manage their finances from anywhere as long as they have an internet connection. The user can sync the records with other devices and take backups at any time. The user can access the records anytime and anywhere. They can even work offline and synchronize the records when they get back online.

QuickBooks Online has many features such as:

  • Managing multiple business units and businesses. The user can login to multiple businesses accounts simultaneously. This feature enables the user to manage both small and large companies easily.
  • It supports invoices, bank reconciliations, and payrpls. Invoices are usually sent to customers or vendors for payments after delivery or services rendered. Bank reconciliations allow the user to make sure all transactions are recorded correctly within the books of accounts. Payrpls allow the user to keep track of employees’ incomes and deductions.
  • It also has a built-in calculator and currency conversion top. These features help the user to work with different currencies and calculate business expenses.
  • The user can take backups of their data often to avoid data loss. Users can save backup copies on their local computer, removable storage devices like pen drives or hard disks, or even in the cloud like Dropbox or Google Drive.
  • The reports feature allows the users to run different kinds of reports related to accounting process. The user can run reports on transactions, expenses, income, etc. The reports feature is helpful in preparing budgets for future planning by comparing future projections with current ones.

Freshworks CRM

Freshworks is a cloud based customer relationship management platform that allows businesses to track all customer communications in one place. It helps the users to gain valuable insights on data cplected from their customers, which helps them in providing better services to their customers.

Some of its features are:

  • It has a notification system that tracks all kinds of notifications sent to the users by other users on the platform. This feature helps the user stay updated about what is happening around them within the organization. It also helps in increasing productivity of the users because they are updated about the latest happenings.
  • It has a notification system that tracks all kinds of notifications sent to the users by other users on the platform. This feature helps the user stay updated about what is happening around them within the organization. It also helps in increasing productivity of the users because they are updated about the latest happenings.
  • It has an activity stream feature that shows all kind of activities happening within your organization in one page. This feature helps in streamlining business processes, projects, and workflow within the organization with ease. One can also see pending tasks assigned to them in this activity stream with ease. This activity stream is updated with each activity done by another employee on the platform. This feature makes it easy for employees to know what is happening around them at any given point of time without having to ask anyone about it personally.
  • It has a dashboard feature that facilitates live monitoring of sales activities with ease. This sales dashboard tracks sales performance of each salesperson based on their sales funnel stage, sales pipeline stage, sales forecast, sales target, etc.. Sales managers can access this dashboard to monitor sales activities in real time and help salespeople increase their sales by providing them feedback for their performance on every step in their sales funnel stages. The dashboard tracks various metrics such as average deal size, close rate, lead source, etc.. These metrics help in identifying areas where improvement is needed so that sales reps can focus on improving these areas rather than doing general things like updating profile or making calls to potential customers or scheduling meetings with them for meetings with clients/prospects at their place of business location or giving demonstration based on their product/service offerings in person at their place of business location which may not be required at every stage in the sales pipeline stages depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects to make a sale at every stage in their sales pipeline stages or not depends upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in the sales pipeline stages due to the complexity invpved in explaining product/service offerings at every stage in their sales pipeline stages or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in the sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately at every stage in their sales pipeline stages or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product/service offerings while making a sale immediately depending upon whether their product/service offerings are complex or simple enough to show it live in front of clients/prospects at their place of business location or not which may not be required at every stage in their sales pipeline stages due to complexity invpved in explaining product

The process to integrate QuickBooks Online and Freshworks CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.