Freshworks CRM (Freshsales Suite) + ClickUp Integration

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with Freshworks CRM (Freshsales Suite) to create task in ClickUp automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.

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 ClickUp to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in ClickUp to keep your team up-to-date.

Freshworks CRM (Freshsales Suite) and ClickUp are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), do you also create a task in ClickUp? 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.

When Contact is updated in Freshworks CRM then Create subtask in ClickUp

When Contact is updated in Freshworks CRM then Update task in ClickUp

When Contact is updated in Freshworks CRM then Update task with custom field in ClickUp

When Contact is updated in Freshworks CRM then Post list comment in ClickUp

When Contact is updated in Freshworks CRM then Post view comment in ClickUp

When Contact is updated in Freshworks CRM then Update comment in ClickUp