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.
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.
- automatically do this!Create Contact
Triggers when you add a new contact.
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Email
Phone Number
Tags
Order Id
Keyword
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Task
Triggers when a new task is created.
Try ItType
Completion State
Assignee
Try It
Related Customer Name
Owner Name
Deal PipeLine
Deal Status
Deal Stage
Deal Product
Deal Sales Region
Deal Source
Deal Name
Try ItNew Deal
Triggers when a new deal is created.
Try ItEmail
Phone Number
Tags
Order Id
Keyword
Try ItNameRequired
Organization
Title
Primary Phone
Primary Email
Secondary Phone
Secondary Email
Skype
Website
Twitter
Linkedin
Address 1
Address 2
City
Postal Code
Country
Description
Birth Date
Gender
Tags
Score
