Invoices & estimates from any deal
Prefilled with the deal's client, currency, and products. Convert an estimate to an invoice without leaving Pipedrive.
01 Deal-to-invoice, automatically
Every deal already knows
who to bill. Now it tells FreshBooks.
Create invoices and estimates from a Pipedrive deal in one click — client, currency, and line items already filled in. When FreshBooks marks it paid, the deal updates itself.
02 The gap between sales and billing
Without it
- Re-typing client names and line items into FreshBooks by hand
- Checking FreshBooks separately to see who's actually paid
- Deals sitting in "Won" while the invoice is still unpaid — or vice versa
- Historical invoices with no link back to the deal that created them
With Pipedrive × FreshBooks
- One click from the deal's ⋯ menu creates the invoice or estimate
- Paid status flows back to the deal — no manual check-ins
- Organizations and products stay mapped to the right client and item, once
- Every invoice, past and future, is linked to the deal it belongs to
03 Four steps, in order
How it works
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01
Connect both accounts
Authorize Pipedrive and FreshBooks once. OAuth only — we never see either password.
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02
Sync clients, items, taxes
Organizations match FreshBooks clients by email automatically; anything left over is mapped manually, once.
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03
Bill from the deal
Create Invoice, Create Estimate, or Convert Estimate — right from the deal's own menu, prefilled and ready.
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04
Status flows back
A FreshBooks payment updates the deal's status field and can move it to your paid stage automatically.
04 What's included
Built for how the work actually happens
Paid-status push
A webhook from FreshBooks writes a status field on the deal and, if configured, moves it to your "paid" pipeline stage.
Client & item mapping
Pipedrive organizations and products map onto FreshBooks clients and catalog items — searchable, infinite-scrolled, editable any time.
Historical backfill
Already invoicing in FreshBooks? Import your existing invoice history in one pass, linked back to the right deals.
A control panel that stays put
A floating window in the Apps Dock holds connections, sync status, mappings, and a full activity log — attributed to who did what.
Matches your theme
Light and dark surfaces that follow Pipedrive's own appearance setting — sampled directly from it, not approximated.
05 One system of record, two interfaces
Two platforms. One line of truth.
Every mapping is stored once, kept up to date, and visible in the Activity tab — never a silent guess.
06 Ready when you are
Stop reconciling by hand.
Free to install. Requires an active Pipedrive and FreshBooks account. Connect both in under two minutes.
Install from the Pipedrive Marketplace