Freshworks CRM (Freshsales Suite) + Float Integration

Integrate Float to Freshworks CRM (Freshsales Suite) in one click, or tell Integrately AI how you want each contact handled. Create contacts, update deals, sync time tracking, and alert your sales team automatically.

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1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Float
    Task is created in Float
  • Float
    Logged time is created in Float
  • Float
    Logged time is updated in Float
  • Float
    Person is created in Float
  • Float
    Project is created in Float
  • Float
    Client is created in Float
  • Float
    Time off is created in Float
  • Float
    Department is created in Float
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2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Float
    Create task in Float
  • Float
    Search task in Float
  • Float
    Update task in Float
  • Float
    Create project in Float
  • Float
    Search project in Float
  • Float
    Create logged time in Float
  • Float
    Update logged time in Float
  • Float
    Search logged time in Float
  • Float
    Create client in Float
  • Float
    Create time off in Float
  • Float
    Create person in Float
  • Float
    Create milestone in Float
  • Float
    Create department in Float

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Ready Workflows Ready Workflows for Float + Freshworks CRM (Freshsales Suite) Integration

Capture new contacts, update deals, log time entries, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Float Integration

Create Float task for new Freshworks CRM (Freshsales Suite) task

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!
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Float + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) account from new Float project

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.
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Freshworks CRM (Freshsales Suite) + Float Integration

Create Float task for new Freshworks CRM (Freshsales Suite) deal

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.
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Float + Freshworks CRM (Freshsales Suite) Integration

Create Freshworks CRM (Freshsales Suite) task for new Float task

Have you ever wished that you could sync your Float task with your Freshworks CRM (Freshsales Suite) task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Float, a matching task will be created in Freshworks CRM (Freshsales Suite). This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Float and Freshworks CRM (Freshsales Suite) accounts.
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Connect more apps to your Float + Freshworks CRM (Freshsales Suite) flow

Sync scheduling data with your project boards, messaging channels, and calendar schedules to keep teams aligned. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Float
+
AsanaAsana (4)
+
SlackSlack (4)
+
HubSpotHubSpot (3)
+
Google DriveGoogle Drive (3)
+
Google CalendarGoogle Calendar (3)
+
ZoomZoom (3)
F
F
A
Create a Freshworks CRM (Freshsales Suite) contact and an Asana task whenever a new person is created in Float
New Float persons instantly become Freshworks CRM (Freshsales Suite) contacts and Asana tasks, eliminating manual data entry across platforms.
F
F
A
When a task is created in Float, update the matching contact in Freshworks CRM (Freshsales Suite) and create an Asana task
Keep sales and project management in sync by updating Freshworks CRM (Freshsales Suite) contacts and adding Asana tasks from new Float tasks.
F
F
A
Create a project in Float and an Asana task whenever a new deal is created in Freshworks CRM (Freshsales Suite)
Won deals in Freshworks CRM (Freshsales Suite) instantly trigger project setup in Float and task creation in Asana for immediate kickoff.
F
F
A
Use ChatGPT to summarize new Float person details, update Freshworks CRM (Freshsales Suite), and create an Asana task
AI processes new Float profiles, updates Freshworks CRM (Freshsales Suite) records, and creates structured Asana tasks automatically.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Float

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
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Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
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Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
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Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
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Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
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Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
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Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
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Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
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Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
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Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
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Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
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Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
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Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
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Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
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Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
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Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
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Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
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Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
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Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
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Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
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Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
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Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
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Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
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Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
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Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
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Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
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Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
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Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
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Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
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Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
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Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
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Float
Float Triggers & Actions
Task is created in Float
Triggers the automation when a new task is created
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Logged time is created in Float
Triggers the automation when a log time is created
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Logged time is updated in Float
Triggers the automation when a log time is modified
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Person is created in Float
Triggers the automation when a new person is created
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Project is created in Float
Triggers the automation when a new project is created
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Client is created in Float
Triggers the automation when a new client is created
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Time off is created in Float
Triggers the automation when a time off is created
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Department is created in Float
Triggers the automation when a new department is created
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Create task in Float
Creates a new task
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Search task in Float
Searches for a task
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Update task in Float
Updates the task with new information or changes
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Create project in Float
Creates a new project
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Search project in Float
Searches for a project
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Create logged time in Float
Logs a new time entry
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Update logged time in Float
Updates the logged time entries
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Search logged time in Float
Searches for logged time
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Create client in Float
Generates a new client profile
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Create time off in Float
Creates a new time off entry
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Create person in Float
Generates a new person
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Create milestone in Float
Creates a milestone to track progress
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Create department in Float
Generates a new department within the organization
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What can you automate with Float + Freshworks CRM (Freshsales Suite)?

Streamline your scheduling and customer relationship workflows with robust automated actions.

What you can automate?
🔄
Sync new Float team members to Freshworks CRM contacts
Instantly create a Freshworks CRM (Freshsales Suite) contact whenever a new person is created in Float. Keep your customer database synchronized with your internal resource roster without lifting a finger.
📋
Capture complete task and project details
Map every task attribute and project parameter from Float straight into Freshworks CRM (Freshsales Suite) records. Ensure your sales and scheduling teams share identical context on every engagement.
🔔
Alert your team instantly on new deal updates
Send immediate notifications when deals change status or new projects are initialized. Keep your operations and sales channels fully informed of pipeline movements.
🔀
Route records based on custom field values
Execute different automation paths depending on deal size, account tier, or project department. Customize how information flows between Float and Freshworks CRM (Freshsales Suite) based on your business logic.
⏱️
Keep time tracking and deal data updated
Automatically update logged time entries and deal stages when milestones are reached. Maintain accurate records across both platforms as work progresses.
🔍
Search and update existing records safely
Check for existing contacts, accounts, or tasks before creating new entries. Prevent duplicate records and keep your CRM database clean and organized.
📅
Handle time off and schedule adjustments
Trigger automated updates whenever time off or task schedules are modified in Float. Keep your CRM and resource planning tools aligned through every change.
🌐
Extend flows to messaging and productivity apps
Connect your core automation to Slack, Asana, Google Calendar, or Zoom. Build multi-step workflows that notify teams, schedule meetings, and open tasks seamlessly.
And much more...

Who is Float + Freshworks CRM (Freshsales Suite) integration for?

Project managers and sales leaders looking to bridge resource scheduling with CRM pipelines to eliminate manual data entry and track project execution efficiently.

Operations analysts
Operations analysts
Sales managers
Sales managers
Client success directors
Client success directors
Resource coordinators
Resource coordinators
Project managers
Project managers
Finance leads
Finance leads
📈
Operations analysts
You're pulling time tracking logs and deal reports manually every week, but your scheduling metrics never match your CRM revenue totals — connecting these apps means every project hour and contact update syncs automatically so your reporting dashboard stays accurate.
Sales managers
You're closing new business in Freshworks CRM (Freshsales Suite) but finding out days later whether your delivery team has capacity in Float — with this integration, every new deal triggers immediate resource visibility so your sales pipeline connects seamlessly to project execution.
🤝
Client success directors
You're managing client onboarding across disconnected platforms and struggling to keep stakeholders updated on task progress — automating both apps means client records and project schedules update in tandem without manual copying.
📊
Resource coordinators
You're handling high volumes of project bookings and person updates across multiple spreadsheets, but human error leads to missed scheduling entries — integrating these apps means every booking and contact record processes instantly without manual intervention.
🎯
Project managers
You're waiting on sales reps to hand over closed deal details before you can provision projects and assign tasks in Float — this integration means winning a deal instantly generates the required project structure and client records.
📁
Finance leads
You're auditing billable hours and account data, but finding persistent gaps between recorded time entries in Float and deal statuses in Freshworks CRM (Freshsales Suite) — connecting these apps means every logged time update and account change maintains a complete audit trail.
Our team

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Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Float

Build and manage your Freshworks CRM (Freshsales Suite) + Float automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Float with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect Float to Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
You can connect Float to Freshworks CRM (Freshsales Suite) instantly using 1-click workflows on Integrately or by asking Integrately AI to build your custom setup.
Can I automatically create a Freshworks CRM contact when a person is created in Float?
Frequently Asked Questions
Can I connect Float, Freshworks CRM (Freshsales Suite), and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Float and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
How does Float handle person and task data during integration?
Frequently Asked Questions
How does Freshworks CRM (Freshsales Suite) update deal information across apps?
Frequently Asked Questions
Do I need coding skills to automate Float and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Is the Float and Freshworks CRM (Freshsales Suite) integration free?
Frequently Asked Questions
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You Can Also Connect Float or Freshworks CRM (Freshsales Suite) With 1500+ Other Apps

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Freshworks CRM (Freshsales Suite)
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