CompanyHub + Workast Integration

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CompanyHub + Workast Integration

Create Workast task for new CompanyHub contact

CompanyHub and Workast are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in CompanyHub, 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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CompanyHub + Workast Integration

Create Workast task for new CompanyHub task

CompanyHub 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 CompanyHub. Workast is a great tool for this.

All you need to do is - integrate Workast with CompanyHub to create task in Workast automatically when certain task occur in CompanyHub. This can save you time by not having to manually create tasks in both systems.
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CompanyHub + Workast Integration

Create Workast task for new CompanyHub 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 CompanyHub? Well now there is!

With our integration between CompanyHub and Workast, creating task in Workast is now easier than ever. Whenever a deal is created in CompanyHub, you can automatically create a corresponding task in Workast to keep your team up-to-date.
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CompanyHub + Workast Integration

Create Workast task for new CompanyHub 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 CompanyHub - 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 CompanyHub.

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 + CompanyHub Integration

Create CompanyHub 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 CompanyHub. By linking these two applications, you can ensure that every task is automatically recorded in the CompanyHub, making it easier to track and manage.
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CompanyHub + Workast Integration
1.
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record created(Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
  • Workast
    Task is created in Workast
2.
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create a record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Search table in CompanyHub
  • Workast
    Create Task in Workast
  • Workast
    Create Space in Workast
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