FreeAgent + Godial Integration

Connect FreeAgent to Godial in 1 click

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Popular FreeAgent + Godial Workflows

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FreeAgent + Godial Integration

Create Godial contact for new FreeAgent contact

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

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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FreeAgent + Godial Integration

Create Godial task for new FreeAgent invoice

If you use FreeAgent to manage your invoice, you can also use Godial to create and manage task associated with those invoice. Creating a task in Godial 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.
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FreeAgent + Godial Integration

Create Godial task for new FreeAgent contact

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 Godial 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.
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FreeAgent + Godial Integration
1.
  • FreeAgent
    Contact is created in FreeAgent
  • FreeAgent
    Invoice is created in FreeAgent
  • FreeAgent
    Task is created in FreeAgent
  • FreeAgent
    User is created in FreeAgent
  • Godial
    Contact is updated in Godial Instant
  • Godial
    Call is placed in Godial Instant
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create project in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Godial
    Create contact in Godial
  • Godial
    Create task in Godial
  • Godial
    Create user in Godial
  • Godial
    Create team in Godial
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Integrate FreeAgent & Godial In 1 Click
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