PRE-BUILT CONNECTOR

Connect FreshBooks and Salesforce

ConnectJunction provides zero-code integration between Salesforce and Freshbooks, enabling two-way sync. Its unique Salesforce-native architecture utilizes the full power of Salesforce’s APIs to make financial data from Freshbooks searchable, actionable and reportable with Salesforce’s Process Automation and Analytics, powering Agentforce’s AI insights.

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Salesforce-native platform

Enrich your customer’s financial profile.
Automate actions.

Access product catalog, pricing and payment updates from FreshBooks in Salesforce to power account management workflows.

True Customer 360 Snapshot

  • Single source of truth aggregating customer data
  • Automate alerts in Salesforce from Customer Receivables status changes

AI Insights & Analytics

  • Extend Agentforce AI Agents to Freshbooks data to aggregate insights in Salesforce
  • Create Salesforce Dashboards and Reports from Freshbooks data

Accelerate Productivity

  • Deliver Freshbooks data insights to Salesforce mobile app
  • Minimize errors by eliminating manual data entry

POINT & CLICK INTEGRATION

Your customer’s financial data.
Unified.

Zero Code Plug-n-Play Integration​

Rapid setup and configuration in a few clicks thanks to 100% Salesforce-native architecture

Point-and-Click Administration​

Basic Salesforce Admin skills are all that is needed to manage the integration and easily extend it to any standard or custom object in Salesforce or Freshbooks

Automated Bulk Invoicing

Leverage timesheet data from Freshbooks or Salesforce (or other time entry apps) to automatically generate Invoices in bulk, saving invoice generation time for professional services firms

Designed for Sales Cloud & Manufacturing Cloud

See invoices and customer balances on Salesforce Accounts and improve Account Planning by monitoring sales orders / realized revenue against forecast demand plan or targets

Product-level Sales Analytics in Salesforce​

Product Catalog sync from Freshbooks enables Salesforce Dashboards to show Sales Pipeline and Order History by Products for more granular product-level Sales reporting

data sync matrix

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Pricing

Subscription plans

Billed Annually in USD

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Discounted pricing is available for not-for-profits

Growth

Do More in Salesforce with Freshbooks Data

$175 USD/month

  • Sync Products to Create Quotes
  • Automate Batch Invoicing
  • Accept Digital Payments
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Pro

Enhance Freshbooks with More Data Sources

$250 USD/month

  • All Growth Plan features
  • Automate Sales Order generation
  • Supports any objects/fields
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Plus

Comprehensive Solution for Advanced Needs

Custom Pricing USD/month

  • All Pro Plan features
  • Sync 3rd party Apps (e.g. Shopify)
  • Supports Static IP-based endpoints
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Ready to unlock your data in Salesforce?

Empower users.
Delight customers.

Fuel your AI Agents with real-time insights

Customer service representatives can be armed with information in a few seconds with a simple conversational query. No more juggling multiple screens, swivel chairing and accessing multiple apps and interfaces to find information related to a customer.

Self-service possibilities for customers become more exciting as customers and partners can access AI Agent-powered web portals and web apps and lookup information, request actions and get progress visibility and status updates, in response to simple conversational requests, powered by live data streaming from ERPs and back-office systems.

Access data residing
"as-is" elsewhere.

Avoid expensive integrations

Your data stays as-is, in the system it belongs to. This bypasses the need for expensive data migrations and matching up reference IDs and data formats across multiple systems.

Data can be accessed on-demand by AI Agents without having to deal with the overhead of a long, complex integration project.

Zero-copy
Agentic connections.

Bypass all ETL / data sync pains

The conventional Extract-Transform-Load complexity of data integrations is bypassed as the data is not synced or replicated across systems.

The zero-copy architecture simply queries the data on-demand as and when needed.