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Freshsales + monday.com Integrations

Syncing Freshsales with monday.com is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations
Connect Freshsales + monday.com in easier way

It's easy to connect Freshsales + monday.com 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 Item

    Triggers when a new item is created on all boards.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Freshsales & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of Freshsales and monday.com

Freshsales?

Freshsales is a sales engagement platform with the core focus of doing sales in an engaging manner. It is developed by Freshworks, who also developed Freshdesk, Freshservice and Freshcaller. The company was started in 2009 by the founders of Zoho that includes Sachin Reddy, Girish Mathrubootham, and Shan Krishnasamy.

monday.com?

monday.com is a project management top that provides features similar to Basecamp, Trello, Asana, Jira, and many others. Apart from project management features, it also helps in team communication with features like ‘Chat’, ‘Group Chat’, ‘File Sharing’, ‘Task Assignment’, etc.

The company was founded in 2011 by Kangjoon Lee, Jason Lee, and Jason Kwon.

Integration of Freshsales and monday.com

Freshsales integrates with monday.com thus allowing users to connect with their customers easily. The integration can be done by creating a Freshsales-monday.com connection in both the apps. With this integration, you can benefit in multiple ways.

The first benefit of this integration is your customers will be able to get access to their Salesforce data on monday.com. This will reduce the time they need to spend logging into Salesforce every time they need some information regarding their data. This will help them save time which can be used for other important tasks.

The second benefit is your users on monday.com will be able to create tickets directly from there without having to log into Salesforce or creating a new ticket first. This will make ticket creation faster and easier for users.

The third benefit of this integration is your users will be able to create contacts directly from monday.com by typing any value in the search bar provided for this purpose. They can also create opportunities by using the same search bar. This will help speed up the process of creating contacts and opportunities on the platform.

The fourth benefit of this integration is your users will be able to create cases directly by clicking on the Freshsales icon present on the top right corner of the screen on monday.com. This will also allow your users to create tasks by clicking on the Tasks icon present on the top left corner of the screen on monday.com. This feature will help users save time as they do not have to go through several steps to create these items. Just one click will suffice to generate all these items.

The fifth benefit of this integration is your users will be able to update their status on monday.com by clicking on the Freshsales icon present on the top right corner of the screen on monday.com. This will enable them to update their status easily without having to navigate through several steps to do so. It will also allow your users to create tasks by clicking on the Tasks icon present on the top left corner of the screen on monday.com. This feature will help users save time as they do not have to go through several steps to create these items. Just one click will suffice to generate all these items.

The sixth benefit of this integration is your users will be able to send email templates directly from monday.com to Freshsales users that are registered under them without having to log into Freshdesk first. This again reduces time as your users do not have to switch between tabs or apps for this purpose. They can do everything from one place only i.e., monday.com

The seventh benefit of this integration is your users will be able to receive emails directly from Freshsales without having to log into Freshdesk first. Your users will receive notifications about their emails via the notification system provided in monday.com instead of getting notified via email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option where you would like your users to get notified about their emails via a notification system provided in monday.com instead of getting notified via an email itself which saves time as they don’t have to check their email inboxes every now and then just to look for activity related to them in Freshdesk or Salesforce or any other application for that matter! You can set an option

The process to integrate Freshsales and monday.com 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.