Fluent CRM + FreeAgent Integration

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Fluent CRM + FreeAgent Integration

Create FreeAgent contact for new Fluent CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Fluent CRM, this automation will automatically create a contact in FreeAgent.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Fluent CRM and FreeAgent!
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Fluent CRM + FreeAgent Integration
1.
  • Fluent CRM
    Contact is created in Fluent CRM
  • Fluent CRM
    Contact is updated in Fluent CRM
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
2.
  • Fluent CRM
    Create contact in Fluent CRM
  • Fluent CRM
    Search contact in Fluent CRM
  • Fluent CRM
    Update contact in Fluent CRM
  • Fluent CRM
    Add note to contact in Fluent CRM
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
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