FreeAgent + Zoho CRM

Create new FreeAgent contacts for new or updated Zoho CRM contacts

Keep your contacts updated across both Zoho CRM and FreeAgent with this seamless integration. Whenever there's new or altered contact information in your Zoho CRM, this workflow ensures that the corresponding entry in FreeAgent is created or updated. A vital tool for maintaining consistent data, this automation eliminates manual data entry, saves time, and reduces errors.

Keep your contacts updated across both Zoho CRM and FreeAgent with this seamless integration. Whenever there's new or altered contact information in your Zoho CRM, this workflow ensures that the corresponding entry in FreeAgent is created or updated. A vital tool for maintaining consistent data, this automation eliminates manual data entry, saves time, and reduces errors.

  1. When this happens...
    Zoho CRMZoho CRM
    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    TriggerPolling
  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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zoho-crm logo

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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