FreeAgent + Zoho CRM

Create new FreeAgent contacts from new Zoho CRM module entries

This workflow starts once you jot down a new module entry in Zoho CRM, ensuring your FreeAgent keeps up with the changes. With this smooth process, every new entry in Zoho CRM will trigger a corresponding contact creation in FreeAgent. This simplifies your contact management by removing duplicate work and helping maintain a consistent customer database across both platforms. No more switching back and forth between apps. Instead, let this workflow streamline your customer management process.

This workflow starts once you jot down a new module entry in Zoho CRM, ensuring your FreeAgent keeps up with the changes. With this smooth process, every new entry in Zoho CRM will trigger a corresponding contact creation in FreeAgent. This simplifies your contact management by removing duplicate work and helping maintain a consistent customer database across both platforms. No more switching back and forth between apps. Instead, let this workflow streamline your customer management process.

  1. When this happens...
    Zoho CRMZoho CRM
    New Module Entry

    Triggers instantaneously when any entry is created in the specified module.

    TriggerInstant
  2. automatically do this!
    FreeAgentFreeAgent
    Create Contact

    Triggers when you add a new contact.

    ActionWrite
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Supported triggers and actions

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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
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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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