FreeAgent + Hoops
Create contacts in FreeAgent from new customers in Hoops
Streamline your customer management by seamlessly linking the Hoops app to the FreeAgent app. With this workflow, every time a new customer is established in Hoops, their details are instantaneously sent to FreeAgent to create a new contact. This time-saving automation not only eliminates manual data entry but also ensures your FreeAgent contact list is always up-to-date. Perfect for businesses using both Hoops and FreeAgent to manage their customer relationships.
Streamline your customer management by seamlessly linking the Hoops app to the FreeAgent app. With this workflow, every time a new customer is established in Hoops, their details are instantaneously sent to FreeAgent to create a new contact. This time-saving automation not only eliminates manual data entry but also ensures your FreeAgent contact list is always up-to-date. Perfect for businesses using both Hoops and FreeAgent to manage their customer relationships.
- When this happens...New Customer
Triggers when a Customer is created.
- automatically do this!Create Contact
Triggers when you add a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Customer
Triggers when a Customer is created.
Try ItJob Title
Reference
Quantity
Description
Company Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number
New Contact
Triggers when you add a new contact.
Try ItProjectRequired
Try It
New Job
Triggers when a Job is created.
Try ItCompany Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number
Status
Try ItNew User
Triggers when a new user is added.
Try It
