CRM Connector Platform
The integration hub for FreeAgent. Keep your accounts in FreeAgent and let the rest of the business follow: contacts stay the same, invoices and estimates stay in step with your other books and HubSpot, a deal won in your CRM is waiting as a draft invoice, and an approved estimate becomes the work.
Pairs with 15 systems
What syncs
FreeAgent contacts, both ways with QuickBooks Online, Xero, HubSpot, Pipedrive, Salesforce, ServiceM8 and more, and one way into Jobber. Name, organisation, email, phone and address follow every change. Every contact travels, including one with no invoice yet and a supplier you only have bills from.
Both ways with QuickBooks Online, Xero, Zoho Books, FreshBooks and HubSpot, one way into Jobber, and one way into FreeAgent from Stripe, Square and HighLevel. Dates and sent follow both ways, and a payment explained in FreeAgent reaches the other system for exactly the amount newly paid.
Both ways with QuickBooks Online, Xero, Zoho Books and FreshBooks, and one way into Jobber as draft quotes. Approved and rejected travel both ways, except with FreshBooks, which decides. An approved estimate can become a Jobber job, a ServiceM8 work order or a CompanyCam project, and a sent one a HubSpot, Pipedrive or Zoho CRM deal or a Salesforce opportunity.
Works with
Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.
JobberContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: contacts, invoices and estimates. Paid in FreeAgent is marked received, and an approved estimate can become a job.About JobberHow it syncs
QuickBooks OnlineContacts, Invoices, QuotesContacts, invoices and estimates both ways. A payment explained in FreeAgent reaches QuickBooks for exactly the amount newly paid.About QuickBooks OnlineHow it syncs
XeroContacts, Invoices, QuotesContacts, invoices and quotes both ways. A payment explained in FreeAgent reaches Xero for exactly the amount newly paid.About XeroHow it syncs
HubSpotContacts, Invoices, Won deals as draft invoices, Quotes as dealsContacts and invoices both ways, a won deal becomes a draft FreeAgent invoice, and a sent estimate a HubSpot deal.About HubSpotHow it syncs
HighLevelContacts, Won opportunities as draft invoices, Invoices from HighLevelContacts both ways and HighLevel invoices into FreeAgent; a won opportunity can become a draft invoice instead.About HighLevelHow it syncs
SquareContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into FreeAgent.About SquareHow it syncs
StripeContacts, Invoices from StripeStripe invoices land in FreeAgent and customers stay in step. Import Stripe into FreeAgent only one way, or income may count twice.About StripeHow it syncs
Housecall ProContactsCustomers both ways. An address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8Contacts, Accepted quotes as jobsContacts both ways, and an approved FreeAgent estimate becomes a ServiceM8 work order.About ServiceM8How it syncs
CompanyCamContacts, Accepted quotes as projectsContacts both ways, and an estimate approved in FreeAgent becomes a CompanyCam project for the crew.About CompanyCamHow it syncs
PipedriveContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreeAgent invoice, and a sent estimate a deal that follows it.About PipedriveHow it syncs
FreshBooksContacts, Invoices, QuotesContacts, invoices and estimates both ways. FreshBooks decides whether an estimate is accepted.About FreshBooksHow it syncs
SalesforceContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft FreeAgent invoice, and a sent estimate an opportunity that follows it.About SalesforceHow it syncs
Zoho CRMContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreeAgent invoice, and a sent estimate a deal that follows it.About Zoho CRMHow it syncs
Zoho BooksContacts, Invoices, QuotesContacts, invoices and estimates both ways, with approved and rejected travelling in both directions.About Zoho BooksHow it syncsStage rules
Each rule needs a start date, 60 days back by default, so nothing from long ago is created on the first run.
A deal won in HubSpot, Pipedrive or Zoho CRM, or an opportunity won in HighLevel or Salesforce, becomes a draft FreeAgent invoice for the same contact, with one line for the amount. The sync never sends it. It cannot run next to invoices synced as they are in the same integration.
An estimate approved in FreeAgent becomes a Jobber job or a ServiceM8 work order for the same client, with its lines, or a CompanyCam project at the customer's address.
A sent FreeAgent estimate becomes a HubSpot, Pipedrive or Zoho CRM deal, or a Salesforce opportunity, that follows it. Approved moves it to won, rejected to lost.
Connecting
FreeAgent connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to FreeAgent and approve the app. There are no keys to copy. One connection covers one FreeAgent company. Removing the connection stops every sync with it at once; the app stays approved in FreeAgent until you remove it there.
You approve access on FreeAgent's own sign in page. Your FreeAgent password never reaches CRM Connector.
Good to know
What is true for FreeAgent whichever system you pair it with. What is particular to one pairing is on its tile above.
Lines are written into FreeAgent at 0% VAT, and the tax from the other system arrives as one Tax and other charges line, so the total matches. If you are VAT registered, check your VAT return in FreeAgent.
An invoice paid in another system arrives marked as sent. FreeAgent marks it paid when you explain the payment from your bank feed, as usual, so no second bank line is ever added. A payment made in FreeAgent does travel out to the other system.
FreeAgent has no void, so an invoice voided in the other system stays as it is in FreeAgent, and one voided before it ever travelled is not created. An invoice written off in FreeAgent reads as voided elsewhere.
An invoice or estimate sent in the other system is marked sent in FreeAgent. The sync never emails your client and never switches on reminders or thank you emails.
Your invoice sequence stays unbroken: FreeAgent gives each invoice its own next number and keeps the other system's number as the PO reference, which is also how the invoice is found again. Lines and the total are set when an invoice is created, and once an invoice is sent FreeAgent locks its dates.
The FreeAgent user who signs in needs the Invoices, Estimates & Files access level or higher (level 4 of 8). A sign in below it is refused with the level named, and a level lowered later stops the sync with the same message.
FreeAgent allows 3,600 calls an hour per user. Only records changed since the last run are read, but a first sync of a large account can take hours. It waits at the limit and continues by itself; a sync from date keeps older history out.
Projects, credit notes, bills, expenses, recurring invoices and bank transactions stay in FreeAgent. An invoice below zero is not created.
FAQ
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Sign in to FreeAgent and the system you want to pair it with, confirm what syncs, and watch the first sync run.
