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Trigger : Agile_CRM
Deal Created / Updated
Action : freeagent
Create Project
Get more out of Agile CRM and FreeAgent with OttoKit. Visually integrate Agile CRM and FreeAgent into any workflow, eliminating the need for coding. Try it today and streamline your business!
OttoKit makes it easy to connect Agile CRM and FreeAgent to all your favorite tools. Set up "triggers" that react to specific events in Agile CRM and FreeAgent, and "actions" that move your data where it needs to go. Sync information between Agile CRM and FreeAgent and 1050+ apps with triggers and actions.
Agile CRM is a robust customer relationship management (CRM) software designed to streamline sales, marketing, and customer service processes. It offers a unified platform with features such as contact management, sales automation, marketing automation, and customer support.
FreeAgent is a cloud-based accounting software that helps small businesses and freelancers manage their finances. It allows you to file self-assessment directly to HMRC, send invoices, track expenses, and access your cashflow.