If you're using Toggl 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 Toggl. This will help keep your time tracking organized and easy to access.
Task is a necessary part of any business. It can be anything from making a phone call to writing a report. As your company grows, it's important to have the right tools in place to help manage your tasks.
Freshworks CRM (Freshsales Suite) and Toggl are two great tools that can help you get organized and stay on track. When you create a task in Freshworks CRM (Freshsales Suite), this automation will automatically create a corresponding task in Toggl so you can start tracking your time immediately.
Having everything all in one place makes it easy to keep track of what you need to do and how much time you're spending on each task. Give this Freshworks CRM (Freshsales Suite) and Toggl integration a try today and see how they can help streamline your workflow!
In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising deal, it's important to track and manage the progress of that deal so you don't lose focus or let it fall through the cracks.
With this integration, you can quickly create a corresponding task in Toggl each time a deal is created in Freshworks CRM (Freshsales Suite). This way you never lose track of the progress for that particular deal - and with automated reminders, it will be easy to get back on track if something slips through the cracks.
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1.
Time entry started in Toggl
Time entry is created in Toggl Instant
Time entry is updated in Toggl Instant
Task is created in Toggl Instant
Project is created in Toggl Instant
Client is created in Toggl Instant
Tag is created in Toggl Instant
Workspace is created in Toggl
Contact is created in Freshworks CRM (Freshsales Suite)
Contact is updated in Freshworks CRM (Freshsales Suite)
Deal is updated in Freshworks CRM (Freshsales Suite)
Deal is created in Freshworks CRM (Freshsales Suite)
Task is created in Freshworks CRM (Freshsales Suite)
Account is created in Freshworks CRM (Freshsales Suite)
Account is updated in Freshworks CRM (Freshsales Suite)
2.
Get Project By Id in Toggl
Create time entry in Toggl
Start time entry in Toggl
Stop time entry in Toggl
Create task in Toggl
Create project in Toggl
Search project by name in Toggl
Create client in Toggl
Update client in Toggl
Create tag in Toggl
Search contact in Freshworks CRM (Freshsales Suite)
Create contact in Freshworks CRM (Freshsales Suite)
Search contact by email in Freshworks CRM (Freshsales Suite)
Update contact in Freshworks CRM (Freshsales Suite)
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Get contact by id in Freshworks CRM (Freshsales Suite)
Add note to a contact in Freshworks CRM (Freshsales Suite)
Create task for contact in Freshworks CRM (Freshsales Suite)
Delete contact in Freshworks CRM (Freshsales Suite)
Create deal in Freshworks CRM (Freshsales Suite)
Get deal by id in Freshworks CRM (Freshsales Suite)
Search deal by name in Freshworks CRM (Freshsales Suite)
Create task for deal in Freshworks CRM (Freshsales Suite)
Add note to a deal in Freshworks CRM (Freshsales Suite)
Update deal in Freshworks CRM (Freshsales Suite)
Create or Update contact in Freshworks CRM (Freshsales Suite)
Create account in Freshworks CRM (Freshsales Suite)
Create task for an account in Freshworks CRM (Freshsales Suite)
Get account by id in Freshworks CRM (Freshsales Suite)
Search account by name in Freshworks CRM (Freshsales Suite)
Add note to an account in Freshworks CRM (Freshsales Suite)
Mark task as completed in Freshworks CRM (Freshsales Suite)
Get task by id in Freshworks CRM (Freshsales Suite)
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