Integrate Freshbooks with Zendesk
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.
Zendesk is a CRM platform focused on creating a better, more personalized service experience for your customers by providing targeted support based on their specific needs. Zendesk can also organize valuable customer data - including user information, customer service history, and support tickets - and store that data in one place for you to access at any 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.
Zendesk's End Points
Store data about all of your users - including customers, support agents, and administrators - and track the interactions that they have using Zendesk. Use this data to address common issues and create a better overall user experience.
Sort your customers into organizations either manually or based on their email address. This can help you better understand your customers’ needs and more accurately assign support team members to them.
Create support tickets from a range of sources, including email, social media, and other customers support interactions. Use these tickets to track customer usage trends, which will guide your support system moving forward.
Monitor group composition, group availability, and the kinds of support queries that specific groups are tackling and use that data to increase the efficiency of your support workflow.