Popular Freshsales classic + Aero Workflow Workflows
Create Aero Workflow contact for new Freshsales classic contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Freshsales classic - Aero Workflow integration, anytime a new Freshsales classic contact is created, an Aero Workflow contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Aero Workflow company for new Freshsales classic account
Create Aero Workflow task for new Freshsales classic contact
When you create a contact in Freshsales classic, do you also create a task in Aero Workflow? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
Create Aero Workflow task for new Freshsales classic deal
With our integration between Freshsales classic and Aero Workflow, creating task in Aero Workflow is now easier than ever. Whenever a deal is created in Freshsales classic, you can automatically create a corresponding task in Aero Workflow to keep your team up-to-date.
Create Aero Workflow event for new Freshsales classic contact
Create Aero Workflow event for new Freshsales classic account
Create Aero Workflow task for updated Freshsales classic contact
When Contact is updated in Freshsales classic > Create task in Aero Workflow
When Lead is updated in Freshsales classic > Create task in Aero Workflow
When Contact is created in Freshsales classic > Check any condition > Create task in Aero Workflow
When Lead is created in Freshsales classic > Check any condition > Create task in Aero Workflow
When Contact is created in Freshsales classic > Check condition > Create contact in Aero Workflow
When Lead is created in Freshsales classic > Check condition > Create contact in Aero Workflow
When Deal is created in Freshsales classic > Create appointment in Aero Workflow
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Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
See Freshsales classic IntegrationsAero Workflow is a platform for accountants and bookkeepers to manage the administrative burden of the tasks they do in a day. It allows them to automate repetitive tasks, send customised emails, track time and expenses etc.
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