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.
Nozbe is a powerful, cross-platform app that helps in your time and project management.nozbe Integrations
It's easy to connect Freshsales + nozbe 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.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
Creates a new lead.
Updates an existing lead.
Create new project
To create a new task into a project.
Freshsales is a sales management platform for small and medium sized businesses. It is designed to help you track leads, manage accounts, create opportunities, and estimate sales. It is one of the most popular SaaS products in the market.
Nozbe was founded in 2010 by Peter Drucker’s grandson. Nozbe is a project management software for individuals and teams. With it, you can organize projects and tasks, set up tasks to repeat at a specific time, create to-do lists, cplaborate with your team and clients, and even make notes on your work.
Integration of Freshsales and nozbe helps you in managing your business more efficiently. You can use both of them together to have a better understanding of the client relationship. For example, you can easily access all useful information about your clients – their email addresses, phone numbers, the number of times they have opened your emails and the number of times they have visited your website. To do this, you will need to invite your Freshsales customers to connect their Freshsales account with their Nozbe account via Zapier.
Freshsales has a well-organized dashboard that allows you to see all your data instantly. The dashboard has many features like Sales Queue, Sales Pipelines, Email Sent Report, Sales Analytics, and Invoice Manager. You can also integrate your Freshsales account with your CRM or Gmail account.
Nozbe lets you organize your projects and tasks into projects and tasks lists. Within each project there can be tasks from multiple different categories – Task, Pickup Tasks, Fplow Up Tasks, etc. You can use the chat feature in nozbe to stay in touch with all your team members. You can also post a note to your team members directly from a task or an event. This way you can keep everyone informed about your business goals.
The process to integrate Freshsales and nozbe 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.