Wealthbox CRM + FreeAgent Integration

If you are using FreeAgent, then you may want to also use Wealthbox CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in FreeAgent, a corresponding contact will be created in Wealthbox CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

If you use FreeAgent to manage your invoice, you can also use Wealthbox CRM to create and manage task associated with those invoice. Creating a task in Wealthbox CRM will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.

With the growth of FreeAgent, many companies are looking for ways to connect their FreeAgent account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in Wealthbox CRM every time a contact is created in FreeAgent.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.

In order to keep your accounting and customer records in sync, when you create a contact in Wealthbox 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 Wealthbox CRM and FreeAgent!