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Best answer

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

  • June 3, 2023
  • 3 replies
  • 92 views
Alik

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

Best answer by Troy Tessalone

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

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • June 3, 2023

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

⚡ Troy Tessalone - AutomationAce.com | Top Zapier Solution Partner | #1 Zapier Community Contributor
Alik
  • Alik
  • Author
  • New
  • June 3, 2023

Thank you so much I will try this 🙏

ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • June 5, 2023

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!

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