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How to add customers from your FreeAgent account
How to add customers from your FreeAgent account

Connect your Appointedd and FreeAgent CRMs to have customer details across your tools and avoid duplication of efforts.

Jubrine Fortuno avatar
Written by Jubrine Fortuno
Updated over a week ago

If you have a FreeAgent account, you can import your FreeAgent customers to Appointedd to easily add bookings with them and send automated text and email marketing to the email address and phone number you already have. To do this, go to your Appointedd calendar screen:

  • Click on the customers tab

  • Click import

  • Click import from FreeAgent


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