FreeAgent

FreeAgent + SalesforceIQ Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect FreeAgent and SalesforceIQ, with as many as 14 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect FreeAgent + SalesforceIQ and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is added.

Create Contact

Create a new contact in FreeAgent.

New Contact

Triggers when you add a new contact.

Create Task

Create a task inside a project.

New User

Triggers when a new user is added.

Add Event

Record an event between Contacts. For example, the creation of a support ticket by a client.

New Invoice

Triggers when a new invoice is added or meets criterion.

Create Relationship

Create a relationship in a specified list. For example, adding a candidate to a recruiting List.

New Relationship (V2)

Triggers when a relationship is created.

Update Field Values

Set the value of the fields on a relationship (eg. updating the status of an opportunity from "Qualified" to "Deal Won!")

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

SalesforceIQ is a CRM app that integrates with your team's email inboxes, automatically captures your interactions with customers and clients, and analyzes it to improve your relationships.

See SalesforceIQ Integrations