FreeAgent + WhatConverts Integration

Connect FreeAgent to WhatConverts - Automate your workflows in 1-click

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

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Ready Workflows For FreeAgent + WhatConverts Integration

Just click on the workflow you want to automate

Create WhatConverts contact for new FreeAgent contact

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

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?

Activate

Create FreeAgent contact for new WhatConverts contact

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

Activate

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Create Your Own FreeAgent & WhatConverts Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in FreeAgent
Triggers the automation whenever a new contact is created
Invoice is created in FreeAgent
Triggers the automation whenever any invoice is added or modified
Task is created in FreeAgent
Triggers the automation whenever a new task is created
User is created in FreeAgent
Triggers the automation whenever a new user is created
Lead is created in WhatConverts
Triggers the automation whenever a new lead is added to the system
Instant
Lead is updated in WhatConverts
Triggers the automation whenever any lead is updated
Instant

Create invoice in FreeAgent
Automatically generates invoices for sales transactions
Create project in FreeAgent
Automatically creates a new project
Create contact in FreeAgent
Automatically adds a new contact to the database
Create task in FreeAgent
Automatically creates a new task
Generate cashflow summary for given period in FreeAgent
Automatically generates a detailed cash flow summary report for a period
Create lead in WhatConverts
Update lead in WhatConverts
Automatically updates the lead information
Search lead in WhatConverts
Automatically retrieves information for a particular lead

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate FreeAgent & WhatConverts In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect FreeAgent or WhatConverts With 1200+ Other Apps

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

WhatConverts integrates directly with your favorite marketing tools to show how each channel performs for each stage of the customer journey, from ad click to signup and referral.

See WhatConverts Integrations