![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Integrate Freshsales with FreeAgent
Send information between Freshsales and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Freshsales
Generate estimates instantly when a deal is created in your customer relationship management platform, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FreeAgent for a new deal created in your Freshsales.
How it works
- The flow triggers when a new deal is created in the selected view in Freshsales.
- Zoho Flow creates a new estimate in FreeAgent.
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Freshsales
Freshsales + FreeAgent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Freshsales and FreeAgent
Connect Freshsales and FreeAgent with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Freshsales and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
New account
Triggers when a new account is created in the selected view
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
New lead
Triggers when a new lead is created in the selected view
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
New contact
Triggers when a new contact is created in the selected view
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
New deal
Triggers when a new deal is created in the selected view
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Add note to lead
Adds a note to the selected lead
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Create lead
Creates a new lead
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Create deal
Creates a new deal
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Update contact
Updates the details of an existing contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Convert lead
Converts a lead to contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Update lead
Updates the details of an existing lead
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by ID
Fetches a lead by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by email address
Fetches a contact by email
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch contact by ID
Fetches a contact by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freshsales.png)
Fetch lead by email address
Fetches a lead by email
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update credit note status
Updates the status of an existing credit note using credit note ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
![](https://flow-au-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
Similar apps
What is FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
Similar apps
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