When this happens...
InsightlyNew Contact
Then do this...
FreeAgentCreate Contact

Don't lose time and introduce potential accounting errors by manually transferring information from your CRM into FreeAgent — try this Insightly FreeAgent integration instead. Once it's active, every time you add a new contact on Insightly a matching entry will be added to FreeAgent's contact list, ensuring no part of your business workflows lags behind another through Zapier automation.

How It Works

  1. An Insightly contact is added
  2. Zapier automatically creates a FreeAgent contact

What You Need

  • Insightly account
  • FreeAgent account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect FreeAgent + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is added.

Create Contact

Create a new contact in FreeAgent.

New Contact

Triggers when you add a new contact.

Create Task

Create a task inside a project.

New User

Triggers when a new user is added.

Create Contact

Create a new contact in your Insightly account.

New Invoice

Triggers when a new invoice is added or meets criterion.

Create Task

Create a new task in your Insightly account.

New Contact

A new contact was created in your Insightly account.

Create Note

Create a new note in your Insightly account.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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

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.

See Insightly Integrations