Sync your FreeAgent contacts bidirectionally with other apps!

July 25, 2018
All posts

FreeAgent Launch

What’s FreeAgent?

FreeAgent is a cloud-based accounting solution for freelancers, accountants and small businesses owners to manage invoices, expenses, payroll, tax returns and other accounting tasks.

Take a look at all the apps you can sync FreeAgent with:

What’s PieSync?

Next to FreeAgent, your SME is probably working with Marketing Automation, CRM, telecom apps, and several other cloud-based tools. All these apps gather valuable customer information for your different teams. The problem is that most apps don’t really communicate with each other and as a result you have isolated islands of customer data in each app and department of your business.

That’s where PieSync steps in!

PieSync’s Contact Sync engine works 2-way between apps, integrating more than 100+ cloud-based apps in real time. This means that if you add or update a contact in one app, you will have it up-to-date automatically in the other one. The best part? You can choose which contacts to sync and how: sync lists, categories, tags and almost any other attribute between apps.

With PieSync, you can have the contact information from FreeAgent in sync with apps such as: Outlook, Google Contacts, Pipedrive, Xero, HubSpot, MailChimp, and many other. This means you won’t have to worry about manually import/export data ever again!

Try it now!

Customizable Field Mapping

Depending on the other app you’re syncing with, you’ll see most FreeAgent fields (such as name, lastname, address, etc.) being mapped by default.

Screen Shot 2018-07-25 at 11.45.28

Additionally, you can manually map your FreeAgent Custom Fields and any additional standard fields that aren’t included in the default mapping yet. Learn more about it here.

Screen Shot 2018-07-25 at 11.45.36

Intelligent Syncing

Thanks to PieSync’s rule-based sync, you can create more nuance by using “If–this–then–that” rules or conditions on top of the 2-way sync. These rules enable you to accomplish complex automatic workflows across your apps by configuring your sync by depending on lists, tags or categories in each app you want to have in sync.

Intelligent-Syncing-FreeAgent

PieSync’s Intelligent Sync will save you hours on contact management, increase the ROI of your SaaS Stack and give you peace of mind. You’ll have the right data, in the right app, at the right time.

And there’s more!

  • Save time spent on data entry
  • Increase ROI
  • No more import/export of your contacts
  • One database across all your cloud apps
  • Sync changes, including deletions and unsubscribes, in your favorite cloud apps and CRM
  • Share accurate customer information across your marketing, sales and customer service platforms.

How is PieSync different than Zapier?

Zapier is great for one-way data pushes. If you’re using web forms on your website and you want to push that data to your CRM, Zapier is what you need.

It is a trigger based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data.

If you try to set up a “sync” with Zapier, you’re taking a very high risk of your data being over-written. Their app isn’t built for syncing data, it’s built for, well, zapping data. So it is good for one-time data pushes.

PieSync checks to see if an update is needed and then it syncs the new data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error-free information across your cloud apps.

Learn how to sync FreeAgent via PieSync in 5 minutes:

Need help to configure your connection? You can always visit our Support Center to get extra information about this connection.

So what are you waiting for?

Start your free trial today!

About Claudia Martinez

Claudia helps the Marketing and Communications team to let our clients know what’s going on in PieSync by creating great content and managing our Social Media. She flew all the way from Venezuela to work with us. This retired surfer is full of energy and creativity.