FreeAgent
When this happens...
FreeAgentNew Contact
Then do this...
InsightlyCreate Contact

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

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