How to Connect Bookkeeper360 with Freshworks CRM (2026)

Bookkeeper360

★★★★ 4.3

Bookkeeping Finance Accounting

A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Full Review

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Freshworks CRM

★★★★ 4.2

Crm General Crm

The unified CRM platform by Freshworks combining Freshsales and Freshmarketer for complete sales and marketing alignment.

Full Review

About These Tools

Bookkeeper360: A technology-powered bookkeeping and accounting service for small businesses with dedicated bookkeepers and advisory.

Freshworks CRM: The unified CRM platform by Freshworks combining Freshsales and Freshmarketer for complete sales and marketing alignment.

Key Features

Bookkeeper360

Dedicated bookkeeper
Monthly financials
Payroll
Tax prep
Advisory
Dashboard

Freshworks CRM

Unified CRM
AI Freddy
Sales automation
Marketing automation
Customer journey builder
Contact scoring

Pricing

Bookkeeper360

Subscription $399-$899/month

Freshworks CRM

Subscription $29-$69/user/month

Detailed integration guide coming soon. We're researching the specific ways Bookkeeper360 and Freshworks CRM work together — including native integrations, third-party connectors, and API options. Check back for a complete step-by-step guide.

Connect via Integration Platform

These platforms can help you connect Bookkeeper360 and Freshworks CRM without writing code:

Zapier

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Make

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n8n

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IFTTT

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