FreeAgent + Raynet CRM Integration

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FreeAgent + Raynet CRM Integration

Create Raynet CRM person for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Raynet CRM to manage your customer relationships. With the help of this automation, whenever you create a contact in FreeAgent, a corresponding person will be created in Raynet CRM.

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 + Raynet CRM Integration

Create Raynet CRM company from new FreeAgent invoice

If you're a small business owner who uses FreeAgent to manage your finances, you may be wondering if there's a way to automatically create a company profile in Raynet CRM whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Raynet CRM and FreeAgent!
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Raynet CRM + FreeAgent Integration

Create FreeAgent contact from new Raynet CRM company

If you have created a company in Raynet CRM, it's important to create a contact in FreeAgent. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
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Activate
Raynet CRM + FreeAgent Integration

Create FreeAgent contact for new Raynet CRM person

In order to keep your accounting and customer records in sync, when you create a person in Raynet CRM, 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 Raynet CRM and FreeAgent!
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FreeAgent + Raynet CRM 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
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM Instant
2.
  • FreeAgent
    Create invoice in FreeAgent
  • FreeAgent
    Create contact in FreeAgent
  • FreeAgent
    Create task in FreeAgent
  • FreeAgent
    Generate cashflow summary for given period in FreeAgent
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet CRM
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Integrate FreeAgent & Raynet CRM In 1 Click
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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 FreeAgent & Raynet CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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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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RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.

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