Announcing the FreeAgent + Zapier Integration

Integrations just got easier – or should we say, Zap-ier!

A product update for people who LOVE saving time

Here at FreeAgent, we LOVE saving you time – so you can focus on your customers and growing your business. That’s why we’re so excited to announce FreeAgent’s Integration with Zapier. You can now do SO much more with FreeAgent by connecting it to tools your team already uses.

FreeAgent CRM already effortlessly automates the sales, marketing, and support tasks you used to do manually. But what about automation with systems that go outside of FreeAgent? No problem! You’re just a Zap away..

Zapier connects FreeAgent CRM with over a thousand apps, including MailChimp, LinkedIn Lead Gen Forms, Google Sheets and more. You can now set up Zaps – a Zap is an automated workflow that connects two or more apps – to communicate with your customers and track all those interactions, automatically.  And best of all, no coding required!

Most of the integrations can be used with Zapier free of charge in their “free forever” plan.

Here are a few examples of our favorite FreeAgent CRM Zaps.

Create Mailchimp subscribers from new FreeAgent leads

Wouldn’t it be great if new leads inside of FreeAgent automatically sent information over to your email marketing list? This automation can help you save time by not doing any extra manual work to get contacts from FreeAgent over to MailChimp. When new leads are created in FreeAgent, it automatically creates a subscriber in MailChimp.

Add FreeAgent Deals to a row in Google Sheets

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.

Add LinkedIn Lead Gen Forms leads to FreeAgent contacts

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.

These are very basic scenarios that can be expanded to multiple steps with many different apps. Learn more about Multi-Step Zaps.

Want to learn more?

FreeAgent + Zapier Tutorial
Connect FreeAgent CRM with 1000+ apps with Zapier

View more integrations below and click to try them out!

FreeAgent + Mailchimp Resource Guide

You already know all about the latest release FreeAgent CRM Bonsai and the much anticipated best-in-class integration with Mailchimp (the industry-leading email marketing solution).

To help you get started – or take your campaigns to the next level – we’ve created a resource guide with helpful topics that range from pairing Mailchimp within FreeAgent to template design tips to getting the most out insight of campaign reporting.

FreeAgent + Mailchimp Overview
If you missed the fiesta, find out about the benefits and features of the latest FreeAgent CRM release.

Mailchimp 101
If you’re just starting out with Mailchimp as a marketing tool, this article is a great place to begin.

Getting Started with FreeAgent + Mailchimp Together
Unleashing the power and simplicity of Mailchimp within FreeAgent CRM is as simple as pairing your Mailchimp account.

Email Design Guide
Look and feel professional when using your Mailchimp templates with campaigns launched within FreeAgent. Here’s some great advice on conveying your message with great looking emails for better conversion.

Create Your First Mailchimp + FreeAgent CRM Campaign
Annnd launch! When it’s time to create your first campaign, here’s all you need to know to get started.

Email Marketing Benchmarks
Ever wonder how your campaigns are doing compared to other businesses in your industry? Mailchimp has compiled benchmarks for you.

Getting the Most from Your Mailchimp Reports
See your campaign reports directly in FreeAgent CRM. Follow up perfectly with customers who opened-and-clicked.

Additional Resources

We’re just scratching the surface of what’s available on both platforms. For deeper information, start here:
FreeAgent CRM Tutorials
Mailchimp Marketing Resources

Happy campaigning!