Freshsales classic + awork Integration

Connect Freshsales classic to awork in 1 click

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Freshsales classic + awork Integration

Create awork task for new Freshsales classic contact

Freshsales classic and awork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshsales classic, do you also create a task in awork? 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.
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Freshsales classic + awork Integration

Create awork task for new Freshsales classic deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshsales classic? Well now there is!

With our integration between Freshsales classic and awork, creating task in awork is now easier than ever. Whenever a deal is created in Freshsales classic, you can automatically create a corresponding task in awork to keep your team up-to-date.
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Freshsales classic + awork Integration

Create awork project from new Freshsales classic account

If you're using awork to track time and work hours, it's important to create separate project for each account you're working for.

When you create a company in Freshsales classic, use this automation to create a project in awork. This will help keep your time tracking organized and easy to access.
awork + Freshsales classic Integration

Create Freshsales classic contact for new awork client

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 awork - Freshsales classic integration, anytime a new awork client is created, an Freshsales classic 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.
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awork + Freshsales classic Integration

Create Freshsales classic deal from new awork client

Anytime a new client is created in your awork, a new deal will automatically be created in your Freshsales classic. This ensures that all of your deal are linked to the right client, and that you never miss an opportunity to follow up with a new lead.

This awork - Freshsales classic integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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awork + Freshsales classic Integration

Create Freshsales classic account from new awork project

If you're using the time tracking app awork to manage your project, you'll want to create a account in Freshsales classic to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a account in Freshsales classic whenever you create a project in awork.
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Freshsales classic + awork Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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