All integrations with FreeAgent CRM are set up through Zapier, thanks to this set up users have access to thousands of integrations.
This section of the onboarding will tell you all about Zapier and provide an example of how to integrate your website contact form with your FreeAgent CRM account.
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.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Getting Started with Zapier
Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, there are some popular pre-made Zaps that allow you to connect FreeAgent CRM to some apps like Mailchimp or Slack, you can find them here.
Connect FreeAgent CRM to Zapier
- Log in to your Zapier account or create a new account.
- Navigate to "Connected Accounts" from the top menu bar (1).
- Now click on "Connect new account" and search for "FreeAgent CRM" (2)
- Use your credentials to connect your FreeAgent CRM account to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with FreeAgent CRM and Zapier.
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.
Create a mailbox in Zapier's Email Parser
Now, you need to create a Mailbox within 'Email parser' that will act as an inbox for the emails that come from your website. To create one, click on https://parser.zapier.com/
Then click on Create a Mailbox (1). This will generate a random email address that will serve as the Inbox for your Website integration. Email parser will request that you send an email to the address generated to complete the next step. The email that you send needs to come from the source of the integration, meaning your website contact form.
At this point you will need to do 1 of 2 things:
1. Change the email address associated with your website's contact form to the one created for Zapier's Email parser.
2. Keep your current configuration, but create a forwarding rule from your current email to the one created for Zapier's Email parser.
It is important to mention that you will need to create an individual mailbox in Zapier for each different form you have on your website, making sure that you either send all responses to the Mailbox email address directly or by creating a forwarding rule, as explained above.
Email parser by Zapier will be waiting for the email. Once you send it, you can click 'Refresh page to look for new email' so that it scans for received emails, which will allow you to continue to the next step.
Here Email Parser by Zapier gives you the option to change the email from your Mailbox (1), as you might have more than 1. It is important that it remains rather unique, to avoid receiving random emails to this Mailbox.
Right below you have a template obtained from the email you forwarded to the Mailbox. Here you will select the data that is most important to you in order to create your contacts in FreeAgent CRM.
To do so, highlight the desired part, without including the 'label'. In this case, we are interested in the 'Name', so we highlight 'TJ Biles'. You will have the option to select a name for that piece of data, in this case, it is the name.
Once you click the 'Save' button, the name will be replaced by a tag, that is going to tell Email parser by Zapier to search for that piece of information, each time it receives an email.
Right after that, Email Parser by Zapier gives you the option to select the body source and parser engine that would best work for your current Mailbox. It is recommended to keep the default options. Once you are done highlighting the information, click 'Save Address and Template'.
This will take you to a screen that will include a success message saying that your Mailbox was saved and it also gives you the option to create a new mailbox in case you have multiple integrations.
You can go ahead and create a second Mailbox if you need one, this is specially required if you want to integrate different forms from your website. Once you have created the Mailboxes you need, click the 'use this app in Zapier' to proceed.
You will need to select the Mailbox you want to use for the Integration, in this case we will use the one we just created.
This will then allow us to use the email sample (1) we worked on to use in our Zap. You can have different samples, since it is possible that the format of the email you use for the integration changes over time, or in case you wanted to add more information to the template. Just make sure to select the right one and click Continue (2).
With this you have completed the first part of your Zap, the Trigger. Now it is time to add an Action Step, by clicking the '+ Add a Step' button on the left hand side.
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).
Complete Action Step and Finish your Zap
Now it is time to complete your Action step by selecting the information you previously selected from the email, in Part II.
The information you will see on the form will match the fields you currently have active for your Leads in FreeAgent CRM, so they might differ from those in the image below.
You need to review each of the fields shown in the form to select the corresponding record, obtained from the email. Make sure that you select the right one for each field.
You should have the relationship of all the fields for which you can obtain the information through the email. It is possible to leave fields empty, as your contact us email could include just the basic information for your leads. The beauty of this integration is that if you decide to change your Contact us form to add more fields there, you can always update your Zap to include those fields later! Once you are done, click the 'Continue' button.
Zapier will give you the option to send a test lead to FreeAgent CRM with the information obtained from the email you used to parse the information to make sure all the information you need is added to your Lead.
To do so, click the 'Send Test To FreeAgent CRM' button (1), if you don't want to send the test lead, just click the 'Finish' button (2).
Next click the 'Off' switch to turn it on your Zap.
You have now successfully created a Zap that will integrate your Website Contact form with FreeAgent CRM you that your leads are automatically created!