FreeAgent CRM Integrations
Do More With FreeAgent CRM
Zapier allows you to instantly connect FreeAgent CRM with 1,500+ apps to automate your work and find productivity super powers.
Create Mailchimp subscribers from new FreeAgent leads
Wouldn't it be great if new leads inside of FreeAgent automatically sent information over to your email marketing list? This automation can help you save time by not doing any extra manual work to get contacts from FreeAgent over to MailChimp. When new leads are created in FreeAgent, it automatically creates a subscriber in MailChimp.
Add new FreeAgent Contacts to Google Contacts
You have far more valuable things to do than copy contact information from one place to another. Get an automated personal assistant to do it for you by setting up this FreeAgent-Google Contacts integration. From then on, any new contact you add to FreeAgent will automatically be created on Google Contacts as well. No more missing contacts, no more manual exports.
Add FreeAgent Deals to a row in Google Sheets
Do you like to use Google Sheets to maintain a detailed record of events within your company? Set up this automation, and every time new deal is created in FreeAgent, we will add a new row to a selected Google Sheets spreadsheet. Automatically update your records and make sure your data is always accurate and up to date.
Create FreeAgent contacts for new Intercom users
If every new customer is a potential lead, why spend time entering the data manually? Set up this Intercom-FreeAgent integration, and the moment a new Intercom user is created a new FreeAgent contact will also be added or updated if it already exists, getting you on your way to seal the deal.
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Launched on Zapier January 11, 2019
Zapier combines Triggers (like "New Deal") and Actions (like "Create Account") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following FreeAgent CRM Triggers, Searches, and Actions are supported by Zapier:
Creates a new account
Creates a new deal.
Creates a new lead.
Creates a new note
Creates a new next step reminder
Creates a new entity
Updates a lead.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Finds a lead by their email address.
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