FreeAgent + Revamp CRM

Add new Revamp CRM contacts to FreeAgent

Don't lose time and introduce potential accounting errors by manually transferring information from your CRM into FreeAgent — try this Revamp CRM-FreeAgent integration instead. Once it's active, every time you add a new contact on Revamp CRM a matching entry will be added to FreeAgent's contact list, ensuring no part of your business workflows lags behind another through Zapier automation.

When this happens...
New Customer
Triggers when a new customer is created.
TriggerScheduled
automatically do this!
Create Contact
Create a new contact in FreeAgent.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

Person Matching Filter
Triggers when matching people with this criteria.
Trigger
Scheduled
Deal Matching Filter
Triggers when matching deals with this criteria.
Trigger
Scheduled
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled
Organization Matching Filter
Triggers when matching organizations with this criteria.
Trigger
Scheduled
Task Matching Filter
Triggers when matching tasks with this criteria.
Trigger
Scheduled
Create Person
Creates a new person.
Action
Write
Revamp CRM
Creates a new Deal.
Scheduled
Action
Revamp CRM
Creates a new note.
Scheduled
Action
Revamp CRM
Creates a new organization.
Scheduled
Action
Revamp CRM
Creates a new Task.
Scheduled
Action
Revamp CRM
Finds an existing Person.
Scheduled
Action
Revamp CRM
Find an existing Deal.
Scheduled
Action
Revamp CRM
Finds an existing Organization.
Scheduled
Action
FreeAgent
Triggers when you add a new contact.
Scheduled
Trigger
FreeAgent
Triggers when a new invoice is added or meets criterion.
Scheduled
Trigger
FreeAgent
Triggers when a new task is added.
Scheduled
Trigger
FreeAgent
Triggers when a new user is added.
Scheduled
Trigger
FreeAgent
Create a new contact in FreeAgent.
Scheduled
Action
FreeAgent
Create a task inside a project.
Scheduled
Action

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

About Revamp CRM

Revamp CRM is a Sales & Marketing CRM. Make more sales whether you are using multiple sales pipelines or an eCommerce store.

Related categories

CRM (Customer Relationship Management)

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