Background
Solve360 users have long since enjoyed the benefits of Solve360's integration with Freshbooks, which has allowed them to do the following tasks directly from the Solve360 record:
What’s new
There are two new features to share with you:
1) Data Sync
Solve360 users can now sync contact data directly from Solve360 to Freshbooks. This feature will help transfer important details between the sales and accounting teams in your business; keeping your customer data fresh and your team 'on the (proverbial) ball".
Activate the sync step:
Map your Solve360 fields to your Freshbooks data:
Then click "Sync" and the data in your Solve360 fields are pushed into your Freshbooks account:
You can sync data from Solve360 contacts, companies and projects to the linked Freshbooks contact and organization.
2) Create a Freshbooks invoice from a Solve360 opportunity
You could always create a Freshbooks invoice directly from the Freshbooks activity from the Solve360 record. You can now create a Freshbooks invoice direclty from the "Track a revenue opportunity" activity and the data within the opportunity will be pushed directly into a new Freshbooks invoice; AKA "Sweet, sweet workflow efficiency!".
Click "Create an invoice" from one of your Solve360 Revenue Opportunity activities. The description and value data will be pushed into a new Freshbooks invoice. Then, you’ll be able to view this invoice in your list of invoices from that contact.
