EngageBay CRM + FreeAgent Integration

Connect EngageBay CRM to FreeAgent - Automate your workflows in 1-click

Make use of EngageBay CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up FreeAgent automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. Combine the benefits of both with Integrately’s EngageBay CRM + FreeAgent integration.
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Ready Workflows For EngageBay CRM + FreeAgent Integration

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Create Your Own EngageBay CRM & FreeAgent Integration Without Any Code

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2. Select what action you want to automate
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EngageBay CRM + FreeAgent Integration
1.
  • EngageBay CRM
    Contact is created in EngageBay CRM

    Triggers the automation when a new contact is created

  • EngageBay CRM
    Contact is updated in EngageBay CRM

    Triggers the automation when a contact is updated

  • EngageBay CRM
    Owner is created in EngageBay CRM

    Triggers the automation when a new owner is created

  • EngageBay CRM
    Deal is created in EngageBay CRM

    Triggers the automation when a deal is created

  • EngageBay CRM
    Deal is updated in EngageBay CRM

    Triggers the automation when a deal is updated

  • EngageBay CRM
    Form is submitted in EngageBay CRM

    Triggers the automation when a form is filled

  • EngageBay CRM
    List is created in EngageBay CRM

    Triggers the automation when a new list is created

  • EngageBay CRM
    Company is created in EngageBay CRM

    Triggers the automation when a new company is created

  • EngageBay CRM
    Company is updated in EngageBay CRM

    Triggers the automation when a company is updated

  • FreeAgent
    Contact is created in FreeAgent

    Triggers the automation when a new contact is created

  • FreeAgent
    Invoice is created in FreeAgent

    Triggers the automation when any invoice is added or modified

  • FreeAgent
    Task is created in FreeAgent

    Triggers the automation when a new task is created

  • FreeAgent
    User is created in FreeAgent

    Triggers the automation when a new user is created

2.
  • EngageBay CRM
    Create a contact in EngageBay CRM

    Adds a new contact to the contact list

  • EngageBay CRM
    Update contact in EngageBay CRM

    Updates contact information with new details

  • EngageBay CRM
    Search contact by email in EngageBay CRM

    Finds and retrieves contact information using their email address

  • EngageBay CRM
    Add tag to a contact in EngageBay CRM

    Adds a tag to a contact

  • EngageBay CRM
    Remove tag from contact in EngageBay CRM

    Untag the contact

  • EngageBay CRM
    Search contact in EngageBay CRM

    Finds and retrieves contact information

  • EngageBay CRM
    Add contact to a form in EngageBay CRM

    Adds a new contact to a form

  • EngageBay CRM
    Create a company in EngageBay CRM

    Creates a new company record

  • EngageBay CRM
    Search company in EngageBay CRM

    Finds information about a company

  • FreeAgent
    Create project in FreeAgent

    Creates a new project

  • FreeAgent
    Create invoice in FreeAgent

    Generates invoices for sales transactions

  • FreeAgent
    Create contact in FreeAgent

    Adds a new contact to the database

  • FreeAgent
    Create task in FreeAgent

    Creates a new task

  • FreeAgent
    Generate cashflow summary for given period in FreeAgent

    Generates a detailed cash flow summary report for a period

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Integrate EngageBay CRM & FreeAgent In 1 Click
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Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

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You Can Also Connect EngageBay CRM or FreeAgent With 1200+ Other Apps

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EngageBay is a complete and affordable marketing & sales software designed for small businesses. It will help you manage your entire business, from sales to marketing and customer engagement - all in one simple place.

See EngageBay CRM Integrations
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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!

See FreeAgent Integrations

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