Integrate Freshbooks with Salesforce Desk
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.
About Salesforce Desk
Salesforce Desk is a help desk solution focused on today’s changing support environment. An environment where customers are not only talking to you, but also about you.
Utilizing Desk.com’s real-time agent interface allows you to handle both traditional 1-to-1 communications as well as monitor and respond to social media. Every customer communication is actionable and reportable, allowing you to easily manage your support needs.
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 Salesforce Desk data to Amazon Redshift
Load your Salesforce Desk data to Google BigQuery
ETL all your Salesforce Desk data to Snowflake
Move your Salesforce Desk data to MySQL
Integrate Freshbooks With Salesforce Desk 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.