Zapier lets you connect FreeAgent CRM to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
In this tutorial series, we will cover the process that will enable you to automatically create Leads within FreeAgent CRM every time someone completes the contact form on your website. So let's get started!
The very first thing you want to make sure is that you have a Zapier account. If you don't have one, please create one in the following link:
If you already have an account then login with your account details.
Part I - Connect with Zapier's Email Parser
To get started, click the 'Make a Zap!' button.
Here you will be able to create your Zap. First, give your Zap a name (1) and then select 'Email Parser' (2) as the 'Trigger App'. This will allow us to map the emails you receive from your Website's form to specific fields that will be then saved as contacts on FreeAgent CRM.
Once you do, you will need to select 'New Email' (1) as the 'trigger' of your Zap. This means that when a new email is received, you can perform an action, but that comes a bit later. Click 'Save + Continue' to proceed.
Then click 'Connect to Account' to start the process. First, you will need to login to your Zapier account.
Then, if you haven't done so already, you will need to authorize 'Parser' to your Zapier account.
Once all the permissions are in place, the Email parser account will be available. Select it and then click 'Save + Continue'.
Now that you have authorized your account, you will need to create a Mailbox in Email parser by Zapier. To learn how to create one, please visit 'Integrate your Website contact form with FreeAgent CRM using Zapier - Part I'