Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether FreeAgent or Zoho CRM leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Zoho CRM, a draft invoice in FreeAgent
Contacts stay the same both ways. A deal won in Zoho CRM becomes a draft FreeAgent invoice, and a sent FreeAgent estimate becomes a deal that follows it.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won work into draft invoices
- Contacts
- Won deals into draft invoices
- Estimates as deals
At a glance. Contacts stay the same. A won deal becomes a draft invoice, and a sent estimate a deal.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick FreeAgent or Zoho CRM as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Only won deals and estimates from a date you pickEveryone, 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 Zoho CRM
A new contact
Looked for in Zoho CRM on the exact email before a contact is created.
Name, company, email, phone or address changes
The same change is made to the Zoho CRM 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 7
Both connections are checked
Credentials for FreeAgent and Zoho CRM 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 Zoho CRM 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 Zoho CRM on its own is on its own page.
FAQ
Questions about FreeAgent and Zoho CRM?
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.
Yes, when you choose the stage rule and it was won on or after your start date. Open and lost deals never do, and the draft is made once.
No. It is a draft in FreeAgent. Review it and send it from there.
Yes, once it is sent. Approving it moves the deal to won, rejecting it to lost. A draft estimate does not travel.
No. Zoho CRM does not take invoices, so they stay in FreeAgent.
No. Before anything is created in FreeAgent or Zoho CRM, 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 Zoho CRM?Start your 7 day free trial
Sign in to FreeAgent and Zoho CRM, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.