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FreeAgent + HubSpot

Create or update HubSpot contacts for new FreeAgent contacts

Whether you're entering new account information or just updating is, this HubSpot - FreeAgent integration will help ensure your CRM information remains accurate and avoid double work. Once this automation has been completely set up, HubSpot contacts will either be created or updated whenever a new FreeAgent contact is added to the system, avoiding duplicates and automatically ensuring the very latest records from then on.

Whether you're entering new account information or just updating is, this HubSpot - FreeAgent integration will help ensure your CRM information remains accurate and avoid double work. Once this automation has been completely set up, HubSpot contacts will either be created or updated whenever a new FreeAgent contact is added to the system, avoiding duplicates and automatically ensuring the very latest records from then on.

  1. When this happens...
    FreeAgentFreeAgent
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    HubSpotHubSpot
    Create or Update Contact

    Creates a new contact or updates an existing contact based on email address.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FreeAgent triggers, actions, and search

    New Contact

    Triggers when you add a new contact.

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    Trigger
    Scheduled
    Try It
    • Organisation Name

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Address (Line 1)

    • Address (Line 2)

    • Town

    • Region

    • Postcode

    • Country

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Status

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • NameRequired

    • StatusRequired

    • Is Billable?

    • Billing Rate

    • Billing Period

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
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About FreeAgent

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

Related categories

  • Accounting
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About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
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