Integrate Freshbooks with SendGrid
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.
Sendgrid is a cloud-based email service that allows companies around the world to reliably deliver emails without having to build their own in-house email infrastructure. With Sendgrid, you can build and nurture your customer relationships by sending the right email, to the right people, at the right time.
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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.
SendGrid's End Points
Create, manage, send, and schedule campaigns through Sendgrid. Then, monitor campaign performance and use that data to make any necessary pivots in your marketing strategies.
Specify an email address and receive daily, weekly, or monthly notifications regarding your email usage or stats. Use this information to get big-picture insights about email performance and success rates.
Easily unsubscribe email addresses, ensuring that none of your communication goes to the wrong audience.
Retrieve all of your email statistics within a specific date range. Use this data to monitor campaign performance, email frequency, and other relevant insights.
Tag emails by type or topic, and use this segmentation to send more targeted, precise communication to each of your audiences.
Manage your contacts, segmenting them, creating lists of recipients, adding recipients to specific campaigns, and more. This kind of flexible, targeted communication will not only improve open rates, but also increase customer satisfaction and overall ROI.