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FreeAgent + Microsoft Dynamics 365 CRM

Create new contacts in FreeAgent from Microsoft Dynamics 365 CRM for seamless management

Effortlessly manage your contacts across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and FreeAgent. When you add a new contact in your CRM, this automation will instantly create a corresponding contact in FreeAgent, keeping your contact information organized and accurate. Save time and maintain up-to-date records with this efficient integration.

Effortlessly manage your contacts across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and FreeAgent. When you add a new contact in your CRM, this automation will instantly create a corresponding contact in FreeAgent, keeping your contact information organized and accurate. Save time and maintain up-to-date records with this efficient integration.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    FreeAgentFreeAgent
    Create Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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About FreeAgent

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

Related categories

  • Accounting
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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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