FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing. 

FreeAgent

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Capsule CRM

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Infusionsoft by Keap

Social CRM Simplified. With Nimble’s social CRM, easily manage all your contacts, communications, activities and sales in one single place.

Nimble

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Provide more value for your customers by integrating Highrise with Zapier. Together, these tools will allow you to maintain your personal, transparent interactions, while automatically taking care of the repetitive tasks. When you set a reminder, schedule a meeting, or receive important emails, Zapier can automatically update your contacts and create deals, so you always have the most up-to-date information at your fingertips.

Here are some creative ways to use Highrise with Zapier:

 Prefer to send your emails through a different provider? Use Highrise to collect and curate contacts, and Zapier will automatically add them to a MailChimp list.

 Learn more about your contacts so you can provide them with more value. Zapier can add or update contacts in Highrise when contacts are updated in FullContact.

 Get your feedback to the right place so it becomes actionable. Zapier can create deals for your Highrise contacts when you get new responses in Google Forms.

Highrise

If you're having a hard time managing contacts scattered across multiple lists, give this Zap a shot. This Highrise FreeAgent integration will ensure that your accounting always has the latest data by creating a new contact on FreeAgent whenever a new one is detected on Highrise. This automation will continue to trigger for as long as you leave it on, saving you precious time you can then apply more productively.

Zapier automatically creates a FreeAgent contact

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Highrise

FreeAgent

Highrise

Send new Highrise contacts to FreeAgent

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