How To Integrate Zendesk Sell With FreshBooks

How To Integrate Zendesk Sell With FreshBooks

1. Log in to Zendesk Sell: Access your Zendesk Sell account.
2. Go to Settings: Click on the gear icon for settings.
3. Select Integrations: Find the integrations section in the settings menu.
4. Choose FreshBooks: Look for FreshBooks in the list of available integrations.
5. Click on Connect: Initiate the connection process with FreshBooks.
6. Log in to FreshBooks: Enter your FreshBooks account credentials.
7. Authorize Access: Allow Zendesk Sell to access your FreshBooks data.
8. Configure Settings: Adjust any integration settings as needed.
9. Save Changes: Ensure all settings are saved to finalize the integration.
10. Test the Integration: Verify that data syncs correctly between Zendesk Sell and FreshBooks.