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.
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.
kanban Tool IntegrationsFreshsales + kanban Tool
Archive task in kanban Tool when New Deal is created in Freshsales Read More...Freshsales + kanban Tool
Delete task in kanban Tool when New Deal is created in Freshsales Read More...Freshsales + kanban Tool
Create checklist item to kanban Tool from New Deal in Freshsales Read More...Freshsales + kanban Tool
Create comment to kanban Tool from New Deal in Freshsales Read More...It's easy to connect Freshsales + kanban Tool without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Creates a new lead.
Updates an existing lead.
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
(30 seconds)
(10 seconds)
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(2 minutes)
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 Zapier. 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:
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.
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