ClickUp + Freshworks CRM (Freshsales Suite) Integration

If you're using Freshworks CRM (Freshsales Suite) and ClickUp to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Freshworks CRM (Freshsales Suite), a checklist will automatically be created in ClickUp.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Freshworks CRM (Freshsales Suite) and ClickUp accounts and start creating deal!

When you create a new contact in Freshworks CRM (Freshsales Suite), this automation will automatically create a related checklist in ClickUp. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your ClickUp board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Freshworks CRM (Freshsales Suite) and ClickUp!

Freshworks CRM (Freshsales Suite) and ClickUp 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 ClickUp? 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). ClickUp is a great tool for this.

All you need to do is - integrate ClickUp with Freshworks CRM (Freshsales Suite) to create task in ClickUp 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 ClickUp 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 ClickUp, creating task in ClickUp is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in ClickUp to keep your team up-to-date.

When Contact is updated in Freshworks CRM then Create subtask in ClickUp

When Contact is updated in Freshworks CRM then Update task in ClickUp

When Contact is updated in Freshworks CRM then Update task with custom field in ClickUp

When Contact is updated in Freshworks CRM then Post list comment in ClickUp

When Contact is updated in Freshworks CRM then Post view comment in ClickUp

When Contact is updated in Freshworks CRM then Update comment in ClickUp