Solve CRM + FreeAgent Integration

Connect Solve CRM to FreeAgent in 1 click

Integrate Solve CRM + FreeAgent For Free Free forever. Use premium features free for 14 days.

Popular Solve CRM + FreeAgent Workflows

most-popular-automations
FreeAgent + Solve CRM Integration

Create Solve CRM contact for new FreeAgent contact

If you are using FreeAgent, then you may want to also use Solve CRM 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 Solve 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 + Solve CRM Integration

Create Solve 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 Solve CRM whenever an invoice is created.

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

Create FreeAgent contact from new Solve CRM company

If you have created a company in Solve 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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Solve CRM + FreeAgent Integration

Create FreeAgent contact for new Solve CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Solve 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 Solve CRM and FreeAgent!
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Solve CRM + FreeAgent Integration
1.
  • Solve CRM
    Contact is created in Solve CRM
  • Solve CRM
    Company is created in Solve CRM
  • 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.
  • Solve CRM
    Create contact in Solve CRM
  • Solve CRM
    Create company in Solve CRM
  • 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
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Integrate Solve CRM & FreeAgent In 1 Click
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