Freshbooks and Salesforce integration + automation

Freshbooks and Salesforce integrations couldn’t be easier with the Tray platform’s robust Freshbooks and Salesforce connectors, which can connect to any service without the need for separate integration tools.

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Freshbooks and Salesforce Connector Details

Freshbooks

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UsesFinance and Accounting

CategoryFinance and Accounting

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Freshbooks connector available at the moment.

To get data in and out of Freshbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Salesforce

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UsesSales, Marketing, All

CategoryCustomer Relationship Management (CRM), AI/ML

Triggers

On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update

Connector TypeTray Connector

Operations

Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...

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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Jonathan Tartell, CPA VP of Operations and Finance