Intercom integration with FreeAgent CRM
How to Create FreeAgent contacts for new Intercom users
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create FreeAgent contacts for new Intercom users" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate FreeAgent CRM integrations
FreeAgent CRM actions
Nekton can use any feature that is available in FreeAgent CRM API.
Using our advanced AI, you can easily create custom automations for FreeAgent CRM.
Here are some typical actions you can do in your automated workflows.
Update App Record
Updates an App Record
Find App Record
Finds an App Record by any matching field and value.
Find Or Create App Record
Finds an App Record by any matching field and value, creates it when not found
Create App Record
Creates a new App Record
Upsert App Record With Lines
Upserts an App Record with Lines
Find or create a Entity
Find a Entity by selected field, if it doesn't exist, create it.
About FreeAgent CRM
FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.