Quick summary
Integrating Zendesk Sell with FreshBooks lets sales teams sync customer and invoice data across both platforms without manual data entry. This step-by-step process uses the Zendesk Marketplace to install the FreshBooks for Sell app and authenticate your FreshBooks account in minutes.
Steps
- In the Admin Center, go to the left-side panel and click Apps and Integrations.
- Scroll down to the Apps section, then click Zendesk Support Apps.
- Tap Marketplace at the top-right corner.
- Search for FreshBooks and select FreshBooks for Sell from the results.
- Tap Install on the app listing page.
- Enter your Zendesk subdomain and click Install to proceed.
- Tap Sign In With FreshBooks For Sell to begin authentication.
- Sign in to your FreshBooks account and click Log In.
- Click Allow to grant the necessary permissions to complete the OAuth connection.
- Click Install to finalize the app setup in Zendesk Sell.
- Your Zendesk Sell account is now fully integrated with FreshBooks.
