Freshsales classic + TMetric Integration

Freshsales classic and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshsales classic, do you also create a task in TMetric? 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.

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 TMetric to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshsales classic? Well now there is!

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

If you're using TMetric 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 Freshsales classic, use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.

When Contact is updated in Freshsales classic then Create task in TMetric

When Lead is updated in Freshsales classic then Create task in TMetric