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Free Agent Freshworks CRM Integration using AI Agents

Appy Pie Automate allows you to Integrate Free Agent with Freshworks CRM using AI Agents

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
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Free Agent Integrations
About Free Agent

Free Agent is a platform that connects independent contractors and freelancers with businesses seeking their services. It provides tools for project management, invoicing, and expense tracking, streamlining the freelance workflow.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations
Simplify Free Agent Freshworks CRM Integration with seamless setup

Easily set up Free Agent Freshworks CRM Integration without coding. Start automating your workflows and Integrate Free Agent with Freshworks CRM today.

  • Triggers
  • New Bills

    Triggers when a new bill is created.

  • New Contact

    Triggers when a new contact is created.

  • New Expense

    Triggers when a new Expense is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • Actions
  • Create Contact

    Creates a contact.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Free Agent and Freshworks CRM Integrations Work

  1. Step 1: Choose Free Agent as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Free Agent to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 7:26 pm
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