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How to connect Lemlist and FreeAgent
Create a New Scenario to Connect Lemlist and FreeAgent
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 Lemlist, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lemlist or FreeAgent will be your first step. To do this, click "Choose an app," find Lemlist or FreeAgent, and select the appropriate trigger to start the scenario.
Add the Lemlist Node
Select the Lemlist node from the app selection panel on the right.
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Add the FreeAgent Node
Next, click the plus (+) icon on the Lemlist node, select FreeAgent from the list of available apps, and choose the action you need from the list of nodes within FreeAgent.
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Authenticate FreeAgent
Now, click the FreeAgent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your FreeAgent settings. Authentication allows you to use FreeAgent through Latenode.
Configure the Lemlist and FreeAgent 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 Lemlist and FreeAgent 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 Lemlist, FreeAgent, 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 Lemlist and FreeAgent integration works as expected. Depending on your setup, data should flow between Lemlist and FreeAgent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Lemlist and FreeAgent
Lemlist + FreeAgent + Slack: When a new lead is added in Lemlist, a new contact is created in FreeAgent and a welcome message is sent to a Slack channel.
FreeAgent + Lemlist + Pipedrive: When a new invoice is created in FreeAgent, a new lead is created in Lemlist and the deal stage is updated in Pipedrive.
Lemlist and FreeAgent integration alternatives
About Lemlist
Automate personalized outreach with Lemlist inside Latenode. Build flows to trigger email campaigns based on CRM updates or data enrichment. Add conditional logic, use AI to personalize messages, and track results—all visually. Scale outreach without complex code or per-step fees. Use JavaScript for advanced customization.
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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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FAQ Lemlist and FreeAgent
How can I connect my Lemlist account to FreeAgent using Latenode?
To connect your Lemlist account to FreeAgent on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lemlist and click on "Connect".
- Authenticate your Lemlist and FreeAgent accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update FreeAgent with new Lemlist leads?
Yes, you can! With Latenode, automatically update FreeAgent when new leads are captured in Lemlist. This ensures accurate financial tracking and sales data.
What types of tasks can I perform by integrating Lemlist with FreeAgent?
Integrating Lemlist with FreeAgent allows you to perform various tasks, including:
- Create new FreeAgent contacts from successful Lemlist campaign leads.
- Update FreeAgent project budgets based on Lemlist campaign performance.
- Log Lemlist email outreach activities in FreeAgent contact notes.
- Generate FreeAgent invoices for new clients acquired through Lemlist.
- Trigger FreeAgent payment reminders after Lemlist sequence completion.
Can I use custom JavaScript code with Lemlist in Latenode?
Yes! Latenode allows you to enhance Lemlist workflows with custom JavaScript for advanced data manipulation and logic beyond standard integrations.
Are there any limitations to the Lemlist and FreeAgent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API rate limits of both apps.
- Complex data transformations may require advanced JavaScript knowledge.
- Historical data migration between the two apps might need custom scripting.
