FreeAgent CRM Integrations
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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.
Add LinkedIn Lead Gen Forms leads to FreeAgent contacts
If you've spent too much time entering contact details into your CRM by hand, give this integration a try. After you've set it up, whenever a new lead submits their info to one of your LinkedIn Lead Gen forms we will also log their details on FreeAgent as a new person, saving you from the trouble of having to do so yourself.
Add new leads from Facebook Lead Ads to FreeAgent as contacts
Speed is essential when reaching out to new engaged users; people forget quickly. Let our automation keep you moving as quickly as your marketing with this Facebook Lead Ads-FreeAgent integration. We'll automatically create a contact on FreeAgent whenever a new ad lead is detected on Facebook, making sure you never miss anyone.
Create or update FreeAgent contacts for new Calendly invitees
Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This integration takes care of that for you, creating new FreeAgent contacts from new Calendly invitees, to help you keep the relationship going.
Create and send QuickBooks Online invoices when FreeAgent Deals are created
It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you create a new deal on FreeAgent, we will create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.
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Launched on Zapier January 11, 2019
Zapier combines Triggers (like "Updated Lead") and Actions (like "Create Deal") 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:
Triggers when a lead is updated.
Triggers when a new deal is created.
Triggers when a new lead is created.
Creates a new deal.
Updates a lead.
Creates a new lead.
Finds a lead by their email address.