The FreshBooks for Sell app enables sales teams to create, send, and track invoices directly within Zendesk Sell by pulling customer and deal data from their CRM. Users can monitor invoice status, payment history, and spending details without switching between applications. This integration streamlines the billing workflow for sales teams who need quick access to financial information and invoice tracking alongside their sales activities.
Vendor Description
FreshBooks is cloud-based accounting software that simplifies the billing process for businesses.
With the FreshBooks App for Zendesk Sell, sales teams can create, send, and track invoices in one central place.
- Quickly create and send invoices or estimates populated with data stored in Zendesk Sell.
- View spending, payment history, and document details, such as pricing and dates.
- Track invoice status within Zendesk Sell.
By enabling this app, You agree to the Built by Zendesk Terms of Use.
Installation
How to install
You need administrator permissions in both FreshBooks and Zendesk Sell to set up the integration.
- Click the Install button to set up the FreshBooks for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with FreshBooks for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.
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