Send new Insightly contacts to FreeAgent

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
Send new Insightly contacts to FreeAgent
Insightly integration logo

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.

FreeAgent integration logo

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

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