Fördelar med FreshBooks CRM-integration:
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- Automatisera din faktureringsprocess: Skapa fakturor direkt från avslutade affärer i Nutshell med bara några klick, så att du inte behöver skapa fakturor manuellt i FreshBooks och sparar tid.
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- Simplify tracking of revenue and payments: A FreshBooks integration with Nutshell lets you easily track your revenue and payments in one place, providing a better understanding of the overall financial performance of your business.
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- Minska antalet fel: Säg adjö till manuell datainmatning och tillhörande fel. När Nutshell och FreshBooks är integrerade skapas fakturor automatiskt och synkroniseras mellan de två plattformarna, vilket säkerställer att uppgifterna är uppdaterade och korrekta.
Krav för integration med FreshBooks:
To use this integration, you will need a FreshBooks account and a Nutshell account. Sign up for a free trial today to see it in action.
Hur man kommer igång
This integration is powered by Zapier – set it up with your Zapier account.
There may be solutions for alternative applications available through our AppConnect Marketplace. Feel free to contact our team with any questions.
Vanliga frågor och svar
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How does the Nutshell-FreshBooks integration work?
When you close a deal in Nutshell, you can create a FreshBooks invoice in seconds—automatically pulling customer details, deal amount, and line items. Sync your payment status back to Nutshell to see the complete customer financial picture from lead to paid invoice, all in one CRM.
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Does Nutshell have its own built-in invoicing or accounting features?
Yes. Nutshell includes a Quotes & Invoices feature for creating and sending professional quotes directly from deals. However, FreshBooks provides full-featured accounting—expense tracking, tax reporting, client portals, and integration with bank accounts. For comprehensive accounting, FreshBooks is the specialized solution.
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What data syncs between Nutshell and FreshBooks?
Your customer name, email, billing address, deal amount, and custom fields sync automatically. You control the invoice details (line items, taxes, payment terms) in FreshBooks. Payment status, invoice due dates, and overdue notifications flow back to Nutshell so your team stays aligned on cash flow.
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What other accounting tools integrate with Nutshell?
Nutshell integrates with QuickBooks Online, Xero, Zoho Books, and other popular accounting platforms through our App Marketplace and Zapier. Visit Nutshell’s App Marketplace ro explore 100+ available integrations, including payment processors, expense managers, and accounting solutions tailored to your workflow.
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Why is Nutshell the ideal CRM for FreshBooks?
Nutshell was built for service businesses—consultants, agencies, and contractors—who need streamlined invoicing and customer management. Our “next-action” approach keeps teams focused on moving deals forward while FreshBooks handles the financial details. Together, they create the perfect sales + accounting workflow without the complexity.
