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FreeAgent + Pipedrive

Create new FreeAgent contacts from Pipedrive leads

Effortlessly manage your sales leads and client information with this powerful workflow. When a new lead is added in Pipedrive, a contact will be created in FreeAgent, making it easier to streamline your sales process and stay organized. Save time and maintain accurate records for seamless follow-ups and customer relationship management.

Effortlessly manage your sales leads and client information with this powerful workflow. When a new lead is added in Pipedrive, a contact will be created in FreeAgent, making it easier to streamline your sales process and stay organized. Save time and maintain accurate records for seamless follow-ups and customer relationship management.

  1. When this happens...
    PipedrivePipedrive
    New Lead

    Triggers when a Lead 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?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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freeagent logo

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
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

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