Popular Freshsales classic + Flowlu Workflows
Create Flowlu contact for new Freshsales classic contact
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 Freshsales classic - Flowlu integration, anytime a new Freshsales classic contact is created, an Flowlu 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.
Create Flowlu organization for new Freshsales classic account
Create Flowlu task for new Freshsales classic contact
When you create a contact in Freshsales classic, do you also create a task in Flowlu? 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.
Create Flowlu task for new Freshsales classic deal
With our integration between Freshsales classic and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in Freshsales classic, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
Create Freshsales classic account for new Flowlu organization
When Contact is updated in Freshsales classic > Create task in Flowlu
When Lead is updated in Freshsales classic > Create task in Flowlu
When Contact is created in Freshsales classic > Check any condition > Create task in Flowlu
When Lead is created in Freshsales classic > Check any condition > Create task in Flowlu
When Contact is created in Freshsales classic > Check condition > Create contact in Flowlu
When Lead is created in Freshsales classic > Check condition > Create contact in Flowlu
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Freshsales is a CRM built for sales. It helps you close deals faster by providing insights into your customers and prospects, and automating your sales workflow.
See Freshsales classic IntegrationsFlowlu is the ultimate digital workplace. With Flowlu, you can create and manage all your projects, tasks and projects in one place — from anywhere with an internet connection.
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