NetHunt CRM + Workast Integration

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NetHunt CRM + Workast Integration

Create Workast task for new NetHunt CRM record

As any project manager knows, tasks are essential for tracking progress on a project. Not only do they provide a clear outline of what needs to be done, but they also help to keep team members on schedule.

However, creating tasks can be a time-consuming process, particularly if there are many steps involved. One way to streamline the task-creation process in Workast is to use this NetHunt CRM - Workast integration. Using this integration, you can create a new task in Workast that will be automatically populated with data from a new record in a NetHunt CRM.

This can help to save valuable time and ensure that each task contains accurate and up-to-date information. As a result, this integration comes in handy for streamlining the task-creation process.
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Workast + NetHunt CRM Integration

Create NetHunt CRM record for new Workast task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using Workast and NetHunt CRM. By linking these two applications, you can ensure that every task is automatically recorded in the NetHunt CRM, making it easier to track and manage.
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NetHunt CRM + Workast Integration
1.
  • NetHunt CRM
    Record is created in NetHunt CRM
  • NetHunt CRM
    Comment is created in NetHunt CRM
  • NetHunt CRM
    Record is created or modified with specified filter in NetHunt CRM
  • NetHunt CRM
    Record is updated in NetHunt CRM
  • Workast
    Task is created in Workast
2.
  • NetHunt CRM
    Create record in NetHunt CRM
  • NetHunt CRM
    Search record in NetHunt CRM
  • NetHunt CRM
    Update record in NetHunt CRM
  • NetHunt CRM
    Create comment in NetHunt CRM
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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