Best answer

How can I transfer contact information from FreeAgent to HubSpot without duplicates?

  • 3 June 2023
  • 3 replies
  • 19 views

Hi,

I have zero technical knowledge and would appreciate any help anyone could provide.

I want to create a zap from our accounting free agent to Hubspot.

The zap transfers all the contact information from FreeAgent to Hubspot, i.e. first, last name, email and address. 

If all the contact information already exists in Hubspot, then not duplicate it

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Best answer by Troy Tessalone 3 June 2023, 19:34

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3 replies

Userlevel 7
Badge +14

Hi @Alik 

Good question.

You can try asking AI for help in creating your Zap steps: https://zapier.com/app/dashboard

 

Try these Zap steps:

  1. Trigger: FreeAgent - New Contact
  2. Action:
    1. HubSpot - Find/Create Contact
      OR
    2. HubSpot - Create/Update Contact

       

 

 

Available Zap app triggers/actions…

FreeAgent: https://zapier.com/apps/freeagent/integrations#triggers-and-actions

HubSpot: https://zapier.com/apps/hubspot/integrations#triggers-and-actions

Thank you so much I will try this 🙏

Userlevel 7
Badge +6

Hi @Alik,

I’m glad Troy was able to point you to the right direction!

If you have any other questions, please don’t hesitate to ask in the Community. We’re always happy to help!