Whether you're entering new account information or just updating is, this HubSpot CRM FreeAgent integration will help ensure your CRM information remains accurate and avoid double work. Once this Zap has been completely set up, HubSpot CRM 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.
How It Works
- A new contact is added on FreeAgent
- Zapier automatically creates or updates a HubSpot CRM contact
What You Need
- FreeAgent account
- HubSpot CRM account
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Triggers when a new task is added.
Create a task inside a project.
Triggers when you add a new contact.
Create a new contact in FreeAgent.
Triggers when a new user is added.
Creates a new deal.
Triggers when a new invoice is added or meets criterion.
Updates an existing deal.
Triggers when a new deal is created.
Creates a new company.