Freshworks CRM (Freshsales Suite) + Checkvist Integration

If you're using Freshworks CRM (Freshsales Suite) and Checkvist to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Freshworks CRM (Freshsales Suite), a list will automatically be created in Checkvist.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Freshworks CRM (Freshsales Suite) and Checkvist accounts and start creating deal!

When you create a new contact in Freshworks CRM (Freshsales Suite), this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Freshworks CRM (Freshsales Suite) and Checkvist!