Freshbooks salesforce integration
- George Apostolov
Freshbooks salesforce integration: step-by-step guide
Go to Salesforce AppExchange and search for Freshbooks for Salesforce.
On the App page, click on the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click on the Continue to Installation button.
Now, you are set to log in and install the application.
Click on Use Custom Domain to add your Salesforce domain.
Add your Salesforce domain and hit Continue.
Choose who you are installing the app for and hit Install.
You might be asked to approve Third Party Access. Allow access and hit Continue.
You will find your apps in the Installed packages in Settings > Advanced Setup > Installed Packages.
Quick answer: To integrate Freshbooks in Salesforce, search for the app on AppExchange, click Try It Free, and select Try in Sandbox. Enter your contact details, log in, add your custom domain, and choose your installation audience. Finally, approve third-party access to complete the installation in your settings.
About this Salesforce tutorial
Install and configure the Freshbooks integration in Salesforce by following these step-by-step instructions for a smooth setup. This guide covers freshbooks salesforce integration in 10 steps, starting with "Go to Salesforce AppExchange and search for Freshbooks for Salesforce" and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup > Instal...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does freshbooks salesforce integration take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Gainsight salesforce integration, Genesys salesforce integration and Salesforce google drive integration. Last reviewed 05 Oct 2026.
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