FreeAgent CRM

FreeAgent CRM Integrations

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FreeAgent CRM Integration Details

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:

Create Account

Creates a new account

Create Deal

Creates a new deal.

Create Lead

Creates a new lead.

Create Notes

Creates a new note

Create Next Step Reminder

Creates a new next step reminder

Create Entity

Creates a new entity

Update Lead

Updates a lead.

New Deal

Triggers when a new deal is created.

New Lead

Triggers when a new lead is created.

Updated Lead

Triggers when a lead is updated.

Find Lead

Finds a lead by their email address.

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FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.

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