FreeAgent integrates to lots of other collaboration,
marketing, and sales acceleration solutions
We’ve built some of the integrations ourselves & we also use Zapier to supercharge your ability to tie everything together.
The faster your sales team reacts to qualified leads, the better your chances of closing them while they're hot. Once someone submits one of your Act-On forms, we'll create a new contact in FreeAgent.
Once you've set up the deal, it's time to work until you close it. This FreeAgent-Asana integration can help you stay on track with automated task management. Once you turn it on, a new task will be created on Asana whenever a new deal is added on FreeAgent, giving you the actionable items you need to stay on top of business.
Along with marketing to new customers, your acquisition process also involves tracking the relationship. Make sure you stay focused on it by letting us keep your CRM updated: Once you've set up this automation, it will trigger whenever you add a new contact to Autopilot, creating a new Contact on FreeAgent so they can be associated with any deal you need.
Notes & Documents
Saving files for your client in Box just got easier. Whenever you win a deal in FreeAgent, we will create a project folder for you in Box so you can start adding new files immediately.
Want to keep in touch with people after you have meetings with them? Keeping up with them in your CRM is a great way to continue the relationship. This integration takes care of that for you, creating new FreeAgent contacts from new Calendly invitees, to help you keep the relationship going.
E-mail & Calendar
Need an easier way to get your Email Markerting Contacts into your CRM? With us, you can record each new Contact in Constant Contact as a new contact in FreeAgent.
Want to get super-organized and close deals in less time? This Drip FreeAgent integration makes it easy for you to manage your deals and automate your marketing. Whenever a new subscriber is added to your Drip account, we will create a new deal in FreeAgent automatically. It's an easy way to monitor your marketing efforts and work harder on closing new deals.
Notes & Documents
Saving files for your client in Dropbox just got easier. Whenever you win a deal in FreeAgent, we will create a project folder for you in Dropbox so you can start adding new files immediately.
Speed is essential when reaching out to new engaged users; people forget quickly. Let our automation keep you moving as quickly as your marketing with this Facebook Lead Ads-FreeAgent integration. We'll automatically create a contact on FreeAgent whenever a new ad lead is detected on Facebook, making sure you never miss anyone.
You're too busy to manually record email interactions with your contacts or remember to BCC your CRM. With FreeAgent, all of this is done automatically. Connect FreeAgent with your Gmail mail and FreeAgent will automatically route and log your emails to your Contacts, Accounts, and Deals. You can also send outbound emails, either individually or in bulk, within FreeAgent CRM.
Tired of switching back and forth between your CRM and your calendar to schedule and track meetings? With FreeAgent, there’s no more switching. No manually logging of data. Connect FreeAgent with your Gmail calendar and we’ll keep track of your business meetings and automatically route them to your Deals, Contacts, and Accounts so you never miss a beat. With the Team Calendar in FreeAgent, you can also view the availability of other folks in your sales organization.
You have far more valuable things to do than copy contact information from one place to another. Get an automated personal assistant to do it for you by setting up this FreeAgent-Google Contacts integration. From then on, any new contact you add to FreeAgent will automatically be created on Google Contacts as well. No more missing contacts, no more manual exports.
There's really no better way to obtain contacts than a form on your website, but then you have to do something with all of that important data. That's where we come in, creating those contacts for you in your CRM.
Notes & Documents
Do you like to use Google Sheets to maintain a detailed record of events within your company? Set up this automation, and every time new deal is created in FreeAgent, we will add a new row to a selected Google Sheets spreadsheet. Automatically update your records and make sure your data is always accurate and up to date.
Create a form to collect contact data and use this automation to automatically add them to your Contacts. Once activated, every time a new form is submitted in Gravity Forms, we will add or update a contact in FreeAgent. Updating your contact list is easy when you use this integration.
Whenever a FreeAgent deal reaches a certain stage like won, closed or needs attention it's important to keep your team in the loop. This integration will post to HipChat as soon as a deal reaches the stage you specify in FreeAgent.
Using one particular contact list for your marketing leads? Set up this integration and we'll help you keep an eye on them from your CRM, as well. Whenever you add a new contact to a particular list on HubSpot, we'll create a new contact on FreeAgent (or update one that exists), giving you a headstart on closing.
If every new customer is a potential lead, why spend time entering the data manually? Set up this Intercom FreeAgent integration, and the moment a new Intercom user is created a new FreeAgent contact will also be added or updated if it already exists, getting you on your way to seal the deal.
LinkedIn Lead Gen Forms
If you've spent too much time entering contact details into your CRM by hand, give this integration a try. After you've set it up, whenever a new lead submits their info to one of your LinkedIn Lead Gen forms we will also log their details on FreeAgent as a new person, saving you from the trouble of having to do so yourself.
Are you tired of transferring contacts between multiple apps? Integrate MailChimp and Freeagent CRM via Zapier to automatically record each new subscriber in MailChimp as a new contact in FreeAgent and each new contact inside of FreeAgent will automatically becomes a brand new subscriber to any Mailchimp list of your choice. This automation can help you save time by not doing any extra manual work.
FreeAgent is your single source of truth for Contact data. With this Marketo Integration, whenever a new lead is created in Marketo, we will add the lead to your FreeAgent account automatically.
Tired of switching back and forth between your CRM and your calendar to schedule and track meetings? With FreeAgent, there’s no more switching. No manually logging of data. Connect FreeAgent with your Office365 calendar and we’ll keep track of your business meetings and automatically route them to your Deals, Contacts, and Accounts so you never miss a beat. With the Team Calendar in FreeAgent, you can also view the availability of other folks in your sales organization.
You're too busy to manually record email interactions with your contacts or remember to BCC your CRM. With FreeAgent, all of this is done automatically. Connect FreeAgent with your Office365 mail and FreeAgent will automatically route and log your emails to your Contacts, Accounts, and Deals. You can also send outbound emails, either individually or in bulk, within FreeAgent CRM.
Notes & Documents
Saving files for your client in OneDrive just got easier. Whenever you win a deal in FreeAgent, we will create a project folder for you in Box so you can start adding new files immediately.
Pardot is a great marketing automation solution. FreeAgent is a great CRM. This Pardot FreeAgent integration makes them better together because new Pardot prospects can automatically be added to FreeAgent
Stop wasting your time doing copy/paste between your tools. This automation will add a new Contact to FreeAgent whenever a new prospect is added to Prospect.io, letting your team react to each opportunity efficiently.
It's billing time again? We'll get it done for you the moment those deals evolve after you set up this automation. From then on, every time you move a new deal to your chosen stage on FreeAgent, we will create a new invoice in QuickBooks Online and send it to the billing contact. That way, you won't just close deals, you'll get paid for them, too.
The more deals you have going on, the harder it can be to take action when deals get updated. Let FreeAgent give you the alert once it's time: This automation will react to any new deal added to a particular stage of a pipeline on FreeAgent, sending you (or any other number) an SMS message through RingCentral with the information you need to know.
Building relationships is the cornerstone of any business, and you want to make sure you keep conversations moving forward always. Let FreeAgent help you connect your meetings to your CRM, and stay on top of those relationships.
Want to be notified of new FreeAgent deals on your Slack channel? FreeAgent will automatically keep the Slack channel of your choice up to date with info on new Deals.
If you're trying to ensure you take all the necessary action for your FreeAgent deals, visual tasks are a helpful aid for users. We have our own Kanban boards but we understand not everybody is in FreeAgent. So set tasks up automatically by turning on this FreeAgent-Trello integration: It will trigger with every new deal you add to FreeAgent, adding a new card for each one to any Trello list you want.
With FreeAgent-Twilio integration, you can keep your client communications at your fingertips and engage with your customers in real time. You can simply click the "Call" button next to a Contacts phone number start a call and take notes. We’ll log all of this automatically and route this data across your Contacts, Deals, and Accounts. FreeAgent can also let your colleagues know automatically whenever a new deal is added, we'll send out its details in a Twilio SMS message to as many numbers as you need.
Integrate your Typeform form with your FreeAgent database with this automation that'll add a new contact or update an existing one each time your form is filled out.