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.
How It Works
- A Revamp CRM contact is added
- Zapier automatically creates a FreeAgent contact
- Revamp CRM account
- FreeAgent account
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Triggers when a new task is added.
Create a new contact in FreeAgent.
Triggers when you add a new contact.
Create a task inside a project.
Triggers when a new user is added.
Creates a new Deal.
Triggers when a new invoice is added or meets criterion.
Creates a new person.
Triggers when a new deal is created.
Creates a new Task.