Two way
HighLevel starts the integration and changes made in FreeAgent flow back into HighLevel as well.
- You pick whether HighLevel or FreeAgent leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
HighLevel invoices, in FreeAgent
Contacts stay in step. Invoices from HighLevel land in FreeAgent with their lines and total, or a won opportunity becomes a draft invoice instead.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Contacts both ways, invoices one way into FreeAgent
- Contacts
- Invoices from HighLevel
- Won opportunities into draft invoices
At a glance. Contacts stay the same. Invoices travel into FreeAgent.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds FreeAgent and FreeAgent changes stay in FreeAgent.
- HighLevel stays the source of truth
- FreeAgent always has the latest customers
- Switch to two way later
Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganisationBoth waysCompany
- EmailBoth waysEmail
- Phone, else mobileBoth waysPhone
- AddressBoth waysAddress
It happens in FreeAgent, then in HighLevel
A new contact
Looked for in HighLevel on the exact email before a contact is created.
Name, company, email, phone or address changes
The same change is made to the HighLevel contact on the next sync.
- Every FreeAgent contact is read, including one with no invoice yet. A supplier you only have bills from travels as a contact too.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for FreeAgent and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether FreeAgent or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+44 20 7946 0101+44 20 7946 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for FreeAgent or HighLevel on its own is on its own page.
- One invoice route per integration
- HighLevel invoices and a won opportunity as a draft invoice cannot run in the same integration, or the same sale would be billed twice.
- HighLevel starts the integration
- It can only be the source. FreeAgent changes to a contact still flow back on two way.
FAQ
Questions about FreeAgent and HighLevel?
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.
Contacts, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.
No. Invoices travel one way, from HighLevel into FreeAgent. Contacts are the only records that travel both ways.
No. It arrives marked sent, and FreeAgent marks it paid when you explain the payment from your bank feed, so no second bank line is ever added.
It is not created. A credit stays in the system it was made in.
No. Before anything is created in FreeAgent or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect FreeAgent and HighLevel?Start your 7 day free trial
Sign in to FreeAgent and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.