Customerly + FreeAgent Integration

Connect Customerly to FreeAgent in 1 click

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Popular Customerly + FreeAgent Workflows

Create Customerly contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Customerly 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 Customerly.

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?

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Create FreeAgent contact for new Customerly contact

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

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You can Add Conditions / More Apps in the next steps

User is created in Customerly Instant
User is tagged in Customerly Instant
User is unsubscribed in Customerly Instant
Lead is created in Customerly Instant
Lead converted to user in Customerly Instant
Invoice is created in FreeAgent
Contact is created in FreeAgent
Task is created in FreeAgent
User is created in FreeAgent

Create user in Customerly
Add tag to user in Customerly
Create lead in Customerly
Create contact in FreeAgent
Create task in FreeAgent
Generate cashflow summary for given period in FreeAgent

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You Can Also Integrate Customerly & FreeAgent With 1000+ Other Apps

Customerly is the fully integrated CRM system for e-commerce businesses. It helps you boost your customer engagement, automate your marketing and sales processes, convert more customers, and grow your business.

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FreeAgent is a cloud-based accounting software that helps you manage your invoicing, payments, and expenses in one place. It takes care of your entire business accounting needs so you can focus on the work that matters most to you!

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Customerly & FreeAgent with 1000+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.