Freshworks CRM (Freshsales Suite) + TMetric Integration

Freshworks CRM (Freshsales Suite) and TMetric are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), 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.

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). TMetric is a great tool for this.

All you need to do is - integrate TMetric with Freshworks CRM (Freshsales Suite) to create task in TMetric automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.

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 Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and TMetric, creating task in TMetric is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), 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 Freshworks CRM (Freshsales Suite), use this automation to create a project in TMetric. This will help keep your time tracking organized and easy to access.