FreeAgent + Pipedrive
Create new FreeAgent contacts from Pipedrive leads
Effortlessly manage your sales leads and client information with this powerful workflow. When a new lead is added in Pipedrive, a contact will be created in FreeAgent, making it easier to streamline your sales process and stay organized. Save time and maintain accurate records for seamless follow-ups and customer relationship management.
Effortlessly manage your sales leads and client information with this powerful workflow. When a new lead is added in Pipedrive, a contact will be created in FreeAgent, making it easier to streamline your sales process and stay organized. Save time and maintain accurate records for seamless follow-ups and customer relationship management.
- When this happens...New Lead
Triggers when a lead is created.
- automatically do this!Create Contact
Triggers when you add a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About FreeAgent
FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
