Highrise + FreeAgent Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Highrise and FreeAgent, with as many as 60 possible integrations. Are you ready to find your productivity superpowers?
Send new Highrise contacts to FreeAgent
If you're having a hard time managing contacts scattered across multiple lists, give this Zap a shot. This Highrise FreeAgent integration will ensure that your accounting always has the latest data by creating a new contact on FreeAgent whenever a new one is detected on Highrise. This automation will continue to trigger for as long as you leave it on, saving you precious time you can then apply more productively.
How It Works
- A Highrise contact is added
- Zapier automatically creates a FreeAgent contact
What You Need
- Highrise account
- FreeAgent account
It's easy to connect Highrise + FreeAgent and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
Triggered when a new task is added
Creates a new deal associated with a contact or person.
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Creates a new task associated with a contact or person.
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