Send new FreeAgent contacts to Insightly as new contacts

To make the most of your CRM efforts, you need to have the most accurate data. Don't miss out on valuable connections because they're stuck on other services! If you set up this Zap, you can rely on having the latest information from FreeAgent inside Insightly at all times: every time a new contact is added on FreeAgent, a match will be added to Insightly automatically as well, guaranteeing no one will fall through the cracks from then on.

How It Works

  1. A new contact is added on FreeAgent
  2. Zapier automatically adds a new contact on Insightly

What You Need

  • FreeAgent account
  • Insightly account
Send new FreeAgent contacts to Insightly as new contacts
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.

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.

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