Integrate Freshbooks with Drift
Freshbooks is a cloud-based accounting software that is specifically designed for small businesses and self-employed professionals with hourly rates. It handles most of the busywork associated with charging clients and collecting money using tools that track work time, send invoices, and process credit card payments. It can also use the data associated with these processes to generate reports that give you a better understanding of your company’s profits.
Drift is the world’s first conversation-driven marketing platform. It’s bots work like virtual assistants for your website, connecting your business with leads by starting conversations and scheduling meetings in real-time. This automates and streamlines the sales process, allowing companies to connect with the most qualified leads right away.
Popular Use Cases
Bring all your Freshbooks data to Amazon Redshift
Load your Freshbooks data to Google BigQuery
ETL all your Freshbooks data to Snowflake
Move your Freshbooks data to MySQL
Bring all your Drift data to Amazon Redshift
Load your Drift data to Google BigQuery
ETL all your Drift data to Snowflake
Move your Drift data to MySQL
Integrate Freshbooks With Drift Today
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Freshbooks's End Points
Retrieve basic information about your clients, including name, email address, phone number, and client ID. You can also use this field to monitor a client’s financial relationship with your company by tracking specific parameters such as their transactions, total balance, and recent activity.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Drift's End Points
Convert leads and close deals with user-friendly, seamless communication experiences. Then, use this to grow your contact lists and create more targeted, effective marketing material.
Drift Conversations & Messages
Use the conversation tools to avoid forms and follow-ups so that you can connect your business with the best leads in real-time. Then, integrate with other customer support, sales, and marketing tools to streamline your communication and improve long-term customer retention.