Each business is different and it has very different needs, but when it comes to integrating with external services like lead generation ones, we got you covered. If you usually receive an email to your inbox with all the details of that new lead then you have come to the right place. Here we will cover all the steps that you need to get those Leads created in FreeAgent CRM automatically in 3 Steps.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only the Administrators can use this feature.
Requirements: In order to create this type of integration, your edition should be Professional or above. It is also necessary that the FreeAgent CRM account used for the integration has Company level access.
Note: We recommend that all integrations are created through an Administrator user.
Here are the topics for the first step:
Before Getting Started
This tutorial will explain the process to connect a lead generation service that sends the new leads over email. Since all services work differently we will describe the most common scenario, but you might need to follow a slightly different process.
Most services will give you the option to send you the leads to multiple email addresses. For this integration to work, your lead generation service will need to send those leads to a Mailbox created specifically for your integration.
Note: The email received should always have the same format and include the same information in order for this process to work.
If you use 2 or more different services, you will need to create 2 or more Zaps, one for each service.
Create a Zapier Account
In order to create an integration, you will need a Zapier account. It is important to mention that they provide different subscription plans. You can start with a Free plan to understand first your usage and then decide to switch to a paid plan if needed.
To create your Zapier account, follow this link. Once you have created your account, sign in to Zapier.