Integrate Gro CRM with FreshBooks
Send information between Gro CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreshBooks when a new deal is created in Gro CRM
Generate estimates instantly when a deal is created in your relationship management software, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreshBooks when a new deal is created in Gro CRM.
How it works
- The flow triggers when a new deal is created in Gro CRM.
- Zoho Flow creates a new estimate in FreshBooks.
Create an estimate in your FreshBooks when a new deal is created in Gro CRM
Gro CRM + FreshBooks
Set up a task in FreshBooks every time a task is added in Gro CRM
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will set up a task in FreshBooks every time a task is added in Gro CRM.
How it works
- The flow triggers when a new task is created in Gro CRM.
- Zoho Flow creates a new task in FreshBooks.
Set up a task in FreshBooks every time a task is added in Gro CRM
Gro CRM + FreshBooks
Build your own integrations between Gro CRM and FreshBooks
Connect Gro CRM and FreshBooks with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Gro CRM and FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New task
Triggers when a new task is created
New user
Triggers when a new user is added
New deal
Triggers when a new deal is created
Payment added
Triggers when a new payment is added
Invoice created
Triggers when a new invoice is created
Project created
Triggers when a new project is created
Client created
Triggers when a new client is created
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create contact
Creates a new contact
Fetch time zone
Fetches the details of a time zone by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch currency
Fetches the details of a currency by name
Fetch contact type
Fetches the details of an existing contact type by name
Fetch country
Fetches the details of a country by name
Fetch user
Fetches the details of an existing user by email
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
What is Gro CRM?
Gro CRM is an online platform that lets you manage deals, track appointments, and build relationships with leads and contacts.
Similar apps
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Similar apps
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