If you're using Freshsales classic and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Freshsales classic, a checklist will automatically be created in Kanban Tool.
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 Freshsales classic and Kanban Tool accounts and start creating deal!
When you create a new contact in Freshsales classic, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your Kanban Tool 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 Freshsales classic and Kanban Tool!
You Can Also Connect Freshsales classic or Kanban Tool With 1400+ Other Apps
Freshsales classic
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.
Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.