Integrate Freshsales with kanban Tool

Appy Pie Connect allows you to automate multiple workflows between Freshsales and kanban Tool

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About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

Want to explore Freshsales + kanban Tool quick connects for faster integration? Here’s our list of the best Freshsales + kanban Tool quick connects.

Explore quick connects
Connect Freshsales + kanban Tool in easier way

It's easy to connect Freshsales + kanban Tool without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

  • Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How Freshsales & kanban Tool Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick kanban Tool as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to kanban Tool.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Freshsales and kanban Tool

Freshsales is a cloud-based CRM that helps salespeople close more deals, faster. Freshsales has a built-in email and calendaring system, and a lead management system that helps sales people identify the prospects with the highest opportunities.

Kanban Top is a top for project management, workflow and cplaboration. It works on any browser and is known for its simplicity, powerful visualisation and flexibility.

Integration of Freshsales and kanban top

The integration of Freshsales and Kanban top can be achieved using Appy Pie Connect. It adds flexibility to both Freshsales and Kanban top as it makes easy to sync data from Freshsales to Kanban top. The integration of Freshsales with kanban top will help the company fplow a lean methodpogy thereby making a structured process flow. The integration also makes it possible to get real-time alerts on events such as new leads generated, unassigned tasks in kanban top, time spent on tasks in kanban top, etc.

Benefits of Integration of Freshsales and kanban top

There are several benefits of integrating Freshsales with Kanban Top. Below are some of the notable benefits:

  • You can easily create structure for your workflow across Freshsales and kanban Top
  • You can make use of kanban board features such as swim lanes, drag and drop to create a workflow across Freshsales and kanban Top
  • You can assign tasks to different team members by dragging it to their lane in kanban board
  • You can have real-time alerts on events such as new leads generated, unassigned tasks in kanban top, time spent on tasks in kanban top.

The integration of Freshsales with Kanban Top has made it possible to get real-time alerts on events such as new leads generated, unassigned tasks in kanban top, time spent on tasks in kanban top, etc. This integration also makes it possible to get real-time alerts on events such as new leads generated, unassigned tasks in kanban top, time spent on tasks in kanban top, etc. We can view these alerts using notifications section present in Kanbans board or task list. It also makes it possible to get real-time alerts on events such as new leads generated, unassigned tasks in kanban top, time spent on tasks in kanban top, etc. We can view these alerts using notifications section present in Kanbans board or task list.

The process to integrate Freshsales and kanban Top may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm