Freshsales classic + Workast Integration

Connect Freshsales classic to Workast in 1 click

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Popular Freshsales classic + Workast Workflows

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Freshsales classic + Workast Integration

Create Workast task for new Freshsales classic contact

Freshsales classic and Workast 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 Workast? 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.
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Freshsales classic + Workast Integration

Create Workast task for new Freshsales classic deal

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 Workast 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 Workast, creating task in Workast is now easier than ever. Whenever a deal is created in Freshsales classic, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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Freshsales classic + Workast Integration
1.
  • Freshsales classic
    Lead is created in Freshsales classic
  • Freshsales classic
    Lead is updated in Freshsales classic
  • Freshsales classic
    Deal is created in Freshsales classic
  • Freshsales classic
    Deal is updated in Freshsales classic
  • Freshsales classic
    Contact is created in Freshsales classic
  • Freshsales classic
    Contact is updated in Freshsales classic
  • Freshsales classic
    Account is created in Freshsales classic
  • Freshsales classic
    Account is updated in Freshsales classic
  • Workast
    Task is created in Workast
2.
  • Freshsales classic
    Create lead in Freshsales classic
  • Freshsales classic
    Search lead in Freshsales classic
  • Freshsales classic
    Update lead in Freshsales classic
  • Freshsales classic
    Lead convert in Freshsales classic
  • Freshsales classic
    Add note to lead in Freshsales classic
  • Freshsales classic
    Create task for lead in Freshsales classic
  • Freshsales classic
    Create contact in Freshsales classic
  • Freshsales classic
    Update contact in Freshsales classic
  • Freshsales classic
    Search contact in Freshsales classic
  • Freshsales classic
    Add note to contact in Freshsales classic
  • Freshsales classic
    Create task for contact in Freshsales classic
  • Freshsales classic
    Create deal in Freshsales classic
  • Freshsales classic
    Search deal in Freshsales classic
  • Freshsales classic
    Add note to deal in Freshsales classic
  • Freshsales classic
    Create task for deal in Freshsales classic
  • Freshsales classic
    Create account in Freshsales classic
  • Freshsales classic
    Search account in Freshsales classic
  • Freshsales classic
    Create task for account in Freshsales classic
  • Freshsales classic
    Add note to account in Freshsales classic
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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Integrate Freshsales classic & Workast In 1 Click
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