Freshworks CRM (Freshsales Suite) + Float Integration

If you're using the time tracking app Float to manage your project, you'll want to create a account in Freshworks CRM (Freshsales Suite) 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 Freshworks CRM (Freshsales Suite) whenever you create a project in Float.

If you're using Float 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 Freshworks CRM (Freshsales Suite), use this automation to create a project in Float. This will help keep your time tracking organized and easy to access.

Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.

Freshworks CRM (Freshsales Suite) and Float are two great tools that can help you get organized and stay on track. When you create a task in Freshworks CRM (Freshsales Suite), this automation will automatically create a corresponding task in Float so you can start tracking your time immediately.

Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Freshworks CRM (Freshsales Suite) and Float integration a try today and see how they can help streamline your workflow!

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Float each time a deal is created in Freshworks CRM (Freshsales Suite). This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.