Using Zoho CRM and FreeAgent is all the more easier with this ZTFA Connector.With it's bi-directional syncing it gives you true peace of mind ...

1. Kloud Connectors
https://www.kloudconnectors.com/zoho-to-freeagent-connector
How Zoho and FreeAgent Connector (ZTFA) Works?

2. Contents
https://www.kloudconnectors.com/zoho-to-freeagent-connector
 Why use Zoho to FreeAgent
 How to Set Up Zoho to FreeAgent Connector

3. Introduction
Zoho to FreeAgent connector connects your Zoho
CRM and FreeAgent.
Why use ZTFA?
It improves productivity
Syncs Zoho Invoices and related Accounts and Contacts in
FreeAgent
Syncs back the updated Invoice Status back in Zoho CRM
https://www.kloudconnectors.com/zoho-to-freeagent-connector

4. How to Set Up Zoho to FreeAgent Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector
Step 1:Connect your Zoho CRM and FreeAgent
a.Authorize ZTFA in your FreeAgent
b.Connect to your Zoho CRM
Step 2:Choose Sync Options
Step 3:Choose Sync Timings

5. How to Set Up Zoho to FreeAgent Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector
Step 1:Connect your Zoho CRM and FreeAgent
a. Authorize ZTFA in your FreeAgent

6. How to Set Up Zoho to FreeAgent
Connector
Step 1:Connect your Zoho CRM and FreeAgent
a. Authorize ZTFA in your FreeAgent
https://www.kloudconnectors.com/zoho-to-freeagent-connector

7. How to Set Up Zoho to FreeAgent Connector
Steps to Authorize Kloudconnectors to access your FreeAgent Account
 1


 2

 3
https://www.kloudconnectors.com/zoho-to-freeagent-connector

8. How to Set Up Zoho to FreeAgent Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector
Step 1:Connect your Zoho CRM and FreeAgent
b.Connect to your Zoho CRM

9. How to Set Up Zoho to FreeAgent
Connector
Step 1:Connect your Zoho CRM and FreeAgent
b. Connect to your Zoho CRM
https://www.kloudconnectors.com/zoho-to-freeagent-connector

10. How to Set Up Zoho to FreeAgent Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector
Step 2:Choose Sync Options

11. How to Set Up ZTFA Connector
Step 2:Choose Sync Options
Once you finish the Step 1 you can proceed to Step 2
You can choose the options as shown below
https://www.kloudconnectors.com/zoho-to-freeagent-connector

12. How to Set Up Zoho to FreeAgent Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector
Step 3:Choose Sync Timings

13. How to Set Up Zoho to FreeAgent
Connector
Step 3: Choose Sync Timings
https://www.kloudconnectors.com/zoho-to-freeagent-connector

14. How to Set Up Zoho to FreeAgent
Connector
Sample Invoice in Zoho CRM with all the mandatory fields required to Sync the record
https://www.kloudconnectors.com/zoho-to-freeagent-connector

15. How to Set Up Zoho to FreeAgent
Connector
Zoho Invoice Synced in FreeAgent is as follows
https://www.kloudconnectors.com/zoho-to-freeagent-connector

16. How to Set Up Zoho to FreeAgent
Connector
Zoho Account and Contact synced in FreeAgent are as follows
https://www.kloudconnectors.com/zoho-to-freeagent-connector

17. How to Set Up Zoho to FreeAgent
Connector
Invoice status updated in Zoho CRM is as follows
https://www.kloudconnectors.com/zoho-to-freeagent-connector

18. How to Set Up Zoho to FreeAgent
Connector
You check the Details of your Sync in Sync Details
https://www.kloudconnectors.com/zoho-to-freeagent-connector

19. How to Set Up Zoho to FreeAgent Connector
You check the Errors related to Sync in Sync Errors as shown below
https://www.kloudconnectors.com/zoho-to-freeagent-connector

20. How to Set Up Zoho to FreeAgent
Connector
You check the Timings for when did your Sync happened in Sync Timings
https://www.kloudconnectors.com/zoho-to-freeagent-connector

21. How to Set Up Zoho to FreeAgent
Connector
For more Detailed Instructions you can refer the User Guide as shown below
https://www.kloudconnectors.com/zoho-to-freeagent-connector

22. How to Set Up Zoho to FreeAgent
Connector
https://www.kloudconnectors.com/zoho-to-freeagent-connector

23. Help Desk
https://www.kloudconnectors.com/zoho-to-freeagent-connector
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support@kloudconnectors.com
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