![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Integrate Zoho CRM with FreeAgent
Send information between Zoho CRM and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Copy Zoho CRM contacts to FreeAgent
How it works
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Copy Zoho CRM contacts to FreeAgent
Zoho CRM + FreeAgent
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in FreeAgent each time a deal is won in Zoho CRM.
How it works
- The flow triggers when an existing deal is updated in Zoho CRM.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create an invoice in FreeAgent for recently won deals in Zoho CRM
Zoho CRM + FreeAgent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Zoho CRM and FreeAgent
Connect Zoho CRM and FreeAgent with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho CRM and FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New note
Triggers when a new note is added
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated module entry
Triggers when an entry is updated in the selected module
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Entry created or updated
Triggers when a record entry is created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
User created or updated
Triggers when the details of an existing user are created or updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New user
Triggers when a new user is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New module
Triggers when a new module is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
New lead
Triggers when a new lead is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Updated deal
Triggers when an existing deal is updated
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
All Actions - Actions are the automated tasks
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Draft email template
Drafts an email based on the selected template
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update module entry
Updates the specified module entry
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send email template
Sends an email to the specified users
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Send mail merge
Sends a mail merge with details of the selected record
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update related module entry
Relates an entry in this module with an entry in another module
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add tags
Adds tags to the specified record
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add note
Adds a note to the selected module
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Remove tags
Removes tags from the specified record
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Raise signal
Raises a signal to Zoho CRM
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Add user
Adds a new user
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Convert lead to contact
Converts a lead to a contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Update user
Updates the details of an existing user based on user ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch account
Fetches an account by its name or unique ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch user
Fetches the details of an existing user by name or email address
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch lead
Fetches a lead by email address or unique ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch email template
Fetches an email template by name
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch contact
Fetches a contact by email address, unique ID, or name
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Clone module entry
Clones an existing module entry
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch inventory template
Fetches an inventory template using ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch event
Fetches an event by its title or unique ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Delete module entry
Deletes the specified entry
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Cancel call
Cancels a event
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch module entry
Fetches a module entry by the specified values
![](https://flow-eu-public.nimbuspop.com/flow-apps/zoho_crm.png)
Fetch product
Fetches a product by its name or unique ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-eu-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-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
![](https://flow-eu-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
What is Zoho CRM?
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.
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