Answer

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

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:

Trigger: FreeAgent - New Contact
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.

+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:

Trigger: FreeAgent - New Contact
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 | Platinum Zapier Solution Partner | #1 Zapier Community Contributor

Thank you so much I will try this 🙏

+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!

Sign up