Integrations
Seamlessly connect FreeAgent CRM to all your favorite tools.
Work is better together. Bring your teams and tools together, in one happy place.
Out-of-the-Box Integrations
FreeAgent CRM offers a number of Out-of-the-Box integrations with popular software.
Out-of-the-Box integrations are pre-installed and ready to roll with popular use cases — just login through FreeAgent and go.
We’re adding more Out-of-the-Box integrations every month! Let your account rep know if you’d like to see a specific one.
Sendgrid
Maximize your email's inbox placement and ensure deliverability through Sendgrid. With FreeAgent's powerful reporting and segmentation tools, build massive targeted email campaigns with no limits.
Quickbooks Online
Click a button to auto-create an invoice in QBO that matches the information on your quote using FreeAgent's direct integration with Quickbooks. No more manual invoice creation, making sure invoices match what was ordered.
DocuSign
Send a quote or order for e-signature with a single click through FreeAgent's direct integration with DocuSign. Get deals signed faster, optimize the signature process, and gain full visibility into signed contracts.
RingCentral
Enable RingCentral and FreeAgent with a few clicks to empower your team's productivity with RingCentral's cloud-based communication system for businesses of all sizes. Integrate directly with FreeAgent to keep track of all phone activities and improve your team's communication efforts.
Twilio
Enabling Twilio with a few clicks allows you to make calls natively in FreeAgent. Twilio's direct integration with FreeAgent helps create engaging interactions while ensuring that you capture and log all the important details on a call.
Slack
Through direct integration with FreeAgent CRM, you can easily share CRM status and deals stage updates, new leads alerts, and more with Slack. You can also follow along with everything related to CRM activities and more in dedicated Slack channels.
Mailchimp
Create targeted email campaigns, sync contacts from FreeAgent, and import email campaign reporting to your CRM. FreeAgent's direct integration with Mailchimp means pairing your Mailchimp account is as simple as logging into Mailchimp.
Google Calendar
Pair your Gmail account directly with FreeAgent to sync your Google Calendar. Create, invite, and update meetings in either Google Calendar or FreeAgent, and have the peace of mind of knowing all your meetings will sync seamlessly.
Gmail
Pair your Gmail account with FreeAgent in a few clicks. There is no confusing setup, plug-in installation, or need for server information or routing codes. Just log in and start emailing your contacts directly from FreeAgent within seconds.
Outlook Calendar
Pair your Outlook account with FreeAgent to sync your Calendar. Create, invite, and update meetings in either Outlook Calendar or FreeAgent, and know that all your meetings will sync seamlessly.
Outlook
Pair your Outlook account with FreeAgent in a few clicks: no confusing setup, plug-in installation, and no need for server information or routing codes. Just log in and start emailing your contacts from FreeAgent within seconds.
IMAP
Pair your IMAP account with FreeAgent in a few clicks using your IMAP email, password, and incoming and outgoing server information. Just log in using your email, password, and server information, and email your contacts from FreeAgent within minutes.
Exchange
Pair your Exchange account with FreeAgent in a few clicks. There is no confusing setup or plug-in installation. Just log in using your email, password, and server URL and start emailing your contacts from FreeAgent within seconds.
Self-Serve Integrations
No-Code Integrations via Zapier
Zapier is a user-friendly integration/automation tool, commonly used to connect FreeAgent CRM to thousands of loved applications.
These integrations are easy-breezy to setup and customize for the non-technical user. FreeAgent also supports some alternatives to Zapier, such as Postman.
Other Popular Integrations
While Out-of-the-Box integrations and Zapier are the most popular, there are more ways to integrate FreeAgent CRM with all of your favorite tools. With webhooks and FreeAgent’s robust Open API, the possibilities are endless.
- Low-Code Integrations via Webhooks
- Direct API Access
- Well-documented API
- Professional Services available
Keragon
Instantly connect all your healthcare software to build HIPAA-compliant automations, without code. Automate your healthcare workflows with our drag & drop workflow builder. The possibilities are limitless and no coding skills are required.
Zoom Phone
Seamlessly integrate Zoom Phone with FreeAgent CRM. Popular features include Click-to-Dial, Incoming Call Screen Pop, Call Log with Recording URL.
ZoomInfo
ZoomInfo is a growth acceleration platform delivering accurate and actionable contact and business information to empower your sales, marketing, and recruiting teams.
Office 365
Bi-directionally sync FreeAgent with your Office365 account to automatically capture email communications, send emails within FreeAgent and pair calendars for availability and scheduling.
Calendly
Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth.
Intercom
Intercom is a customer communication platform that enables communication with customers on your website, inside your web and mobile apps, and by email.
Five9
An intelligent secure cloud based call center platform, that is customizable and scalable to you organizations needs.
Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
GoToMeeting
GoToMeeting by LogMeIn is a world-class video conference software that makes it easier than ever to do business effectively even if you aren't in the same room.
Google Meet
Google Meet is a video conferencing app. Using your browser, share your video, desktop, and presentations with teammates and customers.
ClickMeeting
Video conferencing software for product demos, training sessions, online courses, business meetings and webinars.
Cisco Webex Mettings
Cisco Webex Meetings is the leading enterprise solution for video conferencing, online meetings, screen share, and webinars.
Acuity Scheduling
Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7.
Eventbrite
Eventbrite is an event management tool that makes it simple to create, manage, promote, and sell out your event.
Eventable
Eventable is a calendar communication platform that makes it easy for anyone to create, send, and share calendar events on the web.
Cvent
Cvent is a modern online management product for event, survey, and email marketing management.
SurveyMonkey
SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience.
Google Forms
Google Forms is an easy way to collect data from the web with a simple UI and powerful editor.
Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
Jira Service Desk
Jira Service Desk Cloud is help desk software that enables support agents to receive, track, manage and resolve requests from help seekers.
Freshdesk
Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
Drift
Drift is a messaging app that makes it easy for businesses to talk to their website visitors and customers in real-time, from anywhere.
Tick
Tick keeps projects on track so you make more money. It's time tracking worth everyone's time.
Clockify
Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world.
Google Sheets
Create, edit, and share spreadsheets wherever you are, and get automated insights from your data.
Wrike
Wrike is a project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions.
ClickUp
ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Basecamp 2
Basecamp 2 lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Asana
Asana is a collaborative information manager for workspace. It helps you organize people and tasks effectively.
LeadIQ
Automating sales prospecting. Capture leads, discover contact information, and enrich leads within seconds.
Clearbit
Clearbit is a data API enrichs your person and company records with social, demographic, and firmographic data.
Glassdoor
Organize Candidates. View and sort resumes, send messages, and schedule interviews.
Microsoft Dynamics 365
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Postman
Postman is a collaboration platform for API development. Postman's features simplify each step of building an API and streamline collaboration.
Bind ERP
Bind ERP is a management system that allows SMBs to take control of their business in an easy, accessible manner.
Odoo ERP
Odoo ERP Self Hosted is a powerful open source platform with dozens of apps to help you grow your business.
Acumatica
Acumatica is a leading provider of Cloud ERP and Cloud Accounting software for mid-size businesses and non-for-profits.
Epicor ERP
Epicor ERP system is designed with Epicor TrueSOA for flexible global business management.
Infor CloudSuite Industrial
CloudSuite Industrial helps manufacturers improve the bottom line by adapting business processes to market requirements.
Sage X3
Sage X3 is an ERP software suite that includes integrated functionality for financial management, sales, customer service, and more.
Sage Intacct
The Sage Intacct system includes accounting, cash management, purchasing, and more all delivered through the cloud.
SAP Business One
SAP Business One is business management software designed for small and medium-sized enterprises.
Oracle NetSuite
NetSuite provides a suite of cloud-based applications, which includes financials, ERP, HR, professional services automation.
Indeed
Indeed is an online human resources software service for small and midsized businesses.
BambooHR
BambooHR is an online human resources software service for small and midsized businesses.
Microsoft Power Automate
Easily create automated workflows with Microsoft Power Automate to improve productivity with business process automation.
Google Apps Script
Apps Script is a scripting platform developed by Google for light-weight application development in the Google Workspace platform.
GitLab
GitLab is an open source code collaboration tool with a rich feature set including management of repositories.
GitHub
GitHub is the perfect place to share code and work collaboratively on private and open source software.
Azure DevOps
Azure DevOps is where teams manage, develop, and deliver software in the cloud. Azure DevOps provides free, project and test management tools.
AWS Lambda
AWS Lambda is a compute service that runs your code in response to events and automatically manages the compute resources for you.
PostgreSQL
PostgreSQL is a powerful, open-source database engine with a query optimizer and dozens of built in features, making it an easy choice for production databases.
MySQL
MySQL is a premier database used in millions of production environments around the world. Easily plug your MySQL database into any web service.
MongoDB
MongoDB is a powerful new database that makes it really easy to iterate and store non-relational data.
Sage Business Cloud Accounting
Sage Business Cloud Accounting offers accounting, expense management, project accounting, and compliance management capabilities.
Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces.
ZipRecruiter
ZipRecruiter is an American employment marketplace for job seekers and employers.
Expensify
Expensify makes it easy to import expenses directly from a credit card to create expense reports quickly and easily.
Typeform
If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it across all devices.
Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, and start capturing entries without having to do any development.
Twitter is the social network that shows what's happening around the world. Share your ideas in Tweets, and follow hashtags to keep up with trends.
LinkedIn Lead Gen Forms
Generate leads, drive website traffic, and build brand awareness with LinkedIn Ads, the #1 B2B platform.
Instagram Lead Ads
Instagram lead ads make signing up for business information easy. The Instagram lead ads app is useful for marketers who want to automate actions.
Hootsuite
Hootsuite is the leading social media dashboard allowing you to manage multiple networks and profiles and measure your campaign results.
Google Ads
Where advertisers pay to display brief advertisements, service offerings, product listings, and generate mobile application installs within the Google ad network.
Facebook Lead Ads
Facebook lead ads make signing up for business information easy for people and more valuable for businesses.
SharpSpring
Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Outreach
The Outreach Sales Engagement Platform helps efficiently and effectively engage prospects to drive more pipeline.
ActiveCampaign
ActiveCampaign combines all aspects of email marketing into an easy-to-use platform. Seamlessly create beautiful and engaging emails.
Use LinkedIn Jobs to boost your chances of getting hired through people you know.
WhatsApp Messenger is a freeware messaging service. The app allows the sending of SMS, voice calls, and video calls.
Mitel
Help information flow through your organization to get more done faster and smarter with the right tools from Mitel.
Aircall
Cloud based phone system and call center software all-in-one with Cloud Telephony Integrations (CTI).
YouCanBook.me
Take bookings online. YouCanBook.me links to your calendar to allow your customers to book your services via the web.
Vimeo
Vimeo is a great tool for storing and distributing video content. It comes with powerful privacy and group features.
Youtube
YouTube allows people to discover, watch, and share videos. As well as connect, inform, and inspire others across the globe.
Vidyard
Vidyard is a video platform that makes it easy to add video into your emails, website, and everywhere else.
Parseur
Parseur is an easy-to-use email parser which lets you extract meaningful data from your automated emails.
OneDrive
OneDrive lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Google Drive
Google Drive is a file sync app that lets you store all of your files online alongside your documents, and keep them synced with all of your devices.
Dropbox
Dropbox lets you store your files online, sync to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.
Docparser
Docparser converts your PDF documents into structured and easy-to-handle data. With Docparser you can pull out data fields and tabular data from your documents.
Box
Box lets you keep all your businesses files in one place for simple online collaboration.
Amazon S3
Amazon Simple Storage Service is a fully redundant data storage system. It makes it easy to store and retrieve any amount of data, anytime, from anywhere.
Magento
Magento is the premier open source e-commerce app used by millions of customers each and every day.
Adobe Sign
Adobe Sign is a cloud-based enterprise-class e-signature service that lets you replace paper and ink signature processes with fully automated electronic signatures.
Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Proposify
Streamline your proposals in the cloud with designer-friendly proposal software.
PandaDoc
PandaDoc software that streamlines your sales workflows. Client-facing documents designed to win more business.
Stripe
Stripe accepts payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies.
PayPal
PayPal is a fast, safe way to send money, make an online payment, receive money or set up a merchant account.
Invoice Ninja
Invoice Ninja is a free, open-source solution for invoicing and billing customers. Build and send invoices from any device.
Chargebee
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.
Authorize.net
Authorize.Net is a US-based payment gateway provider, allowing merchants to accept credit card and electronic check payments.
WooCommerce
WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.
Shopify
Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
ShipStation
ShipStation helps eCommerce retailers organize, process, and fulfill orders from all the most popular marketplaces.
eBay
eBay is a premier auction site that allows anyone to buy and sell goods, from individuals to retailers.
BigCommerce
BigCommerce is an e-commerce platform that provides an all-encompassing solution for a business' online store.
Amazon
Amazon Seller Central enables both individuals and businesses to sell their products and inventory on Amazon.com.
SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
SignNow
SignNow provides a secure eSignature solution that enables you to sign, send and manage documents anywhere.
HelloSign
HelloSign is a brand new way to collect signatures and send important documents from an easy web interface.
Power BI
Power BI provides business intelligence capabilities with a simple interface for users to create their own reports and dashboards.
Monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finishing.
Google Analytics
Google Analytics is an industry standard freemium web and mobile analytics package.
FreeAgent
delivers a next-gen work experience
Our cloud-based platform helps teams unlock productivity effortlessly.
Work more collaboratively and improve performance
LOGISTICS STAFFING
Paramount Staffing boost sales activity +30% with FreeAgent
99% Adoption 💚
More competitive in their market 💪
“Empowering our sales team was most important to us, it gave us differentiation.”
99% Adoption 💚
More competitive in their market 💪
I know from my experience adoption rates with CRM systems can be a difficult thing. My folks have a 99% adoption rate using FreeAgent.
“FreeAgents enables sales teams, making them better and more successful. My team has adopted it wholeheartedly. It’s been a resounding success.”
Anthony Hegarty
VP of Sales
I know from my experience adoption rates with CRM systems can be a difficult thing. My folks have a 99% adoption rate using FreeAgent.
In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation.
FreeAgent gives me the ability to enable my sales people at the point of sale and make them look better than any other sales team through best-in-class built-in practices.
My team has adopted it wholeheartedly. The team activity levels in the first month were 30% higher than the previous month before we had FreeAgent. It’s been a resounding success.”
Anthony Hegarty
VP of Sales
DISCOVER ALL STORIES
Work is better together. Bring your teams and tools together, in one happy place.
Zapier
Zapier moves info between your web apps automatically, so you can focus on your most important work.
Operations
Office 365
Collaborate for free with online versions of Microsoft Word, PowerPoint, Excel, and OneNote.
Communication
Gmail
The latest Gmail makes it easier to stay on top of the work that matters. With secure, ad-free email as a foundation.
communication
Mailchimp
Mailchimp is the All-In-One integrated marketing platform for small businesses, to grow your business on your terms.
Marketing
Zoom
Zoom brings teams together to get more done in a frictionless environment.
Webinars & Events
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