Freshworks CRM (Freshsales Suite) + Kanban Tool Integration

Finds and retrieves contact information

Adds a new contact to the database

Finds and retrieves contact information using their email address

Updates contact information with new details

Finds information about a contact using the phone number

Retrieves a contact's information based on their id

Adds a note to a contact

Creates a task to follow up with a contact

Removes a contact from the address book

Generates a new deal with

Retrieves a deal by its id

Searches for a deal by its name with

Creates a new task for a particular deal

Adds a note to a deal

Updates deal information based on new criteria or changes

Adds or update contact information

Generates a new account

Creates a task to follow up with a account

Retrieves account information based on the account id

Searches for an account using the name

Adds a note to the account without manual input

Marks the task as completed

Retrieves a task using its id

Creates a new task

Transfer the task to a new location

Removes a particular task

Searches for a task

Retrieves details about a task from the designated source

Move completed tasks to a designated archive folder

Updates the task with new information or changes

Generates a checklist item in a particular checklist

Mark checklist item as complete

Removes an item from a checklist

Generates a new comment