OnePageCRM + FreeAgent Integration

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OnePageCRM + FreeAgent Integration

Create FreeAgent contact for new OnePageCRM contact

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

Create OnePageCRM contact for new FreeAgent contact

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

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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OnePageCRM + FreeAgent Integration
1.
  • OnePageCRM
    Contact is updated in OnePageCRM
  • OnePageCRM
    New contact is created in OnePageCRM
  • OnePageCRM
    Pending deal is created in OnePageCRM
  • OnePageCRM
    Deal is won in OnePageCRM
  • OnePageCRM
    New action is created in OnePageCRM
  • 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.
  • OnePageCRM
    Create note attachment in OnePageCRM
  • OnePageCRM
    Add note to a contact in OnePageCRM
  • OnePageCRM
    Create contact in OnePageCRM
  • OnePageCRM
    Search contact by name in OnePageCRM
  • 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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