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Freshsales + nozbe Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 nozbe

Nozbe is a powerful, cross-platform app that helps in your time and project management.

nozbe Integrations

Best ways to Integrate Freshsales + nozbe

  • Freshsales nozbe

    Freshsales + nozbe

    Create Project to nozbe from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    nozbe Create Project
  • Freshsales nozbe

    Freshsales + nozbe

    Create Task to nozbe from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    nozbe Create Task
  • Freshsales nozbe

    Freshsales + nozbe

    Create Project to nozbe from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    nozbe Create Project
  • Freshsales nozbe

    Freshsales + nozbe

    Create Task to nozbe from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    nozbe Create Task
  • Freshsales nozbe

    Freshsales + nozbe

    Create Project to nozbe from New Lead in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    nozbe Create Project
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + nozbe in easier way

It's easy to connect Freshsales + nozbe 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 Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task is created

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

How Freshsales & nozbe 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 nozbe 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 nozbe.

    (2 minutes)

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

Integration of Freshsales and nozbe

Freshsales?

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?

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

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.

Benefits of Integration of Freshsales and nozbe

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.