Customerly + FreeAgent Integration

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FreeAgent + Customerly Integration

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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Customerly + FreeAgent Integration

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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Customerly + FreeAgent Integration
1.
  • Customerly
    Lead is created in Customerly Instant
  • Customerly
    User is created in Customerly Instant
  • Customerly
    User is tagged in Customerly Instant
  • Customerly
    User is unsubscribed in Customerly Instant
  • Customerly
    Lead converted to user in Customerly Instant
  • 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.
  • Customerly
    Create user in Customerly
  • Customerly
    Add tag to user in Customerly
  • Customerly
    Create lead in Customerly
  • 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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