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 the third part of the tutorial series: "Integrate your website's contact form with FreeAgent CRM using Zapier", we will cover how to create an Action Step and connect it to your FreeAgent CRM account.
Part III - Create an Action Step and Connect it with FreeAgent CRM
Now it is time to connect your Zap with FreeAgent CRM. Once you click the '+ Add a Step' button, you will need to select what type of Step you wish to add.
There are a few options of Steps, but since we want to connect our Zap with FreeAgent CRM, we will select the Action/Search option.
Here just search for FreeAgent CRM, once it shows up in the search results click on it, to go to the next step.
Here you will see different options for your integration with FreeAgent CRM, from creating Deals or Leads to updating them. Since the plan is to create a new Lead based on the Contact form information, we will select 'Create a Lead' (1) and then click 'Save + Continue' (2).
Now you need to connect your FreeAgent CRM account with Zapier. You will be prompt to log in to FreeAgent CRM as soon as you click the 'Connect an Account' button.
Next select the FreeAgent CRM account you have just connected (1) and click the 'Save+ Continue' button (2).
We will cover the details for completing the Action step on the next part of this tutorial series.