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How to connect FreeAgent and HubSpot
Create a New Scenario to Connect FreeAgent and HubSpot
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or HubSpot will be your first step. To do this, click "Choose an app," find FreeAgent or HubSpot, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the HubSpot Node
Next, click the plus (+) icon on the FreeAgent node, select HubSpot from the list of available apps, and choose the action you need from the list of nodes within HubSpot.
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Authenticate HubSpot
Now, click the HubSpot node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your HubSpot settings. Authentication allows you to use HubSpot through Latenode.
Configure the FreeAgent and HubSpot Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the FreeAgent and HubSpot Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring FreeAgent, HubSpot, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the FreeAgent and HubSpot integration works as expected. Depending on your setup, data should flow between FreeAgent and HubSpot (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect FreeAgent and HubSpot
FreeAgent + HubSpot + Slack: When a new invoice is created in FreeAgent, a corresponding contact record is created or updated in HubSpot. Subsequently, a notification is sent via Slack to the sales team to inform them about the new invoice and customer.
HubSpot + FreeAgent + Stripe: When a deal reaches a specific stage in HubSpot, an invoice is created in FreeAgent. Following invoice creation, a payment request is generated in Stripe to collect payment for the deal.
FreeAgent and HubSpot integration alternatives
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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See how Latenode works
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FAQ FreeAgent and HubSpot
How can I connect my FreeAgent account to HubSpot using Latenode?
To connect your FreeAgent account to HubSpot on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and HubSpot accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync FreeAgent invoices with HubSpot contacts?
Yes, you can! Latenode allows seamless data synchronization, automatically updating HubSpot contacts with new FreeAgent invoice details, streamlining your sales and accounting insights.
What types of tasks can I perform by integrating FreeAgent with HubSpot?
Integrating FreeAgent with HubSpot allows you to perform various tasks, including:
- Create HubSpot contacts from new FreeAgent clients automatically.
- Update FreeAgent with deal stages in HubSpot.
- Trigger FreeAgent invoice creation from HubSpot deal closures.
- Log FreeAgent transactions as activities in HubSpot.
- Generate custom reports combining FreeAgent and HubSpot data.
Can I use JavaScript to extend FreeAgent and HubSpot integrations?
Yes! Latenode allows custom JavaScript code for advanced data transformations and workflow logic beyond simple data passing.
Are there any limitations to the FreeAgent and HubSpot integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the FreeAgent and HubSpot API rate limits.
- Complex data transformations may require some JavaScript knowledge.
- The integration supports standard FreeAgent and HubSpot fields; custom fields require setup.
