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Freshsales + Paymo Integrations

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

  • 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 Paymo

Paymo is a full-featured online project management software for small and medium businesses that allows them to track the entire life cycle of a project, from initiating to completion.

Paymo Integrations

Best ways to Integrate Freshsales + Paymo

  • Freshsales Paymo

    Freshsales + Paymo

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

    Freshsales + Paymo

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

    Freshsales + Paymo

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

    Freshsales + Paymo

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

    Freshsales + Paymo

    Create Project to Paymo from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Paymo 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 + Paymo in easier way

It's easy to connect Freshsales + Paymo 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 Client

    Triggers when a new client is created.

  • New Client Contact

    Triggers when a new client contact is created

  • New Invoice

    Triggers when a new invoice is created.

  • New Project

    Triggers when a new project is created.

  • New Report

    Triggers when a new report is created.

  • New Task

    Triggers when a new task is created.

  • New Task List

    Triggers when a new task list is created.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Task

    Triggers when a task is updated.

  • Updated Time Entry

    Triggers when a time entry is updated.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Client

    Creates a client.

  • Create Expense

    Creates a expense.

  • Create Invoice

    Creates an invoice.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Task List

    Creates a task list.

  • Create Time Entry

    Creates a time entry.

How Freshsales & Paymo 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 Paymo 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 Paymo.

    (2 minutes)

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

Integration of Freshsales and Paymo

Freshsales?

Freshsales is a cloud based customer relationship management software that enables you to track client communication from lead generation to closing the sale. This software has been designed for sales executives who need real-time data and insights to streamline their sales process and generate qualified leads.

Paymo?

Paymo is a simple yet powerful online payment processing software that allows you to accept credit cards, debit cards, PayPal and credit card payments in your e-commerce business without any hassles. It offers everything you need to run an online business such as accounts receivable, inventory management, reporting and forecasting, recurring billing functionality and much more.

Integration of Freshsales and Paymo

Integrating Freshsales and Paymo provides a great user experience because both the tops are compatible with each other. This integration helps sales professionals and merchants to track and manage sales and orders in one system. The integration does not require any additional hardware or software and works seamlessly across different devices. As a result, sales reps can focus on closing sales while merchants can also quickly process orders and gain valuable insights into their business.

Benefits of Integration of Freshsales and Paymo

The integration of Freshsales and Paymo offers many benefits to both merchants and sales reps. For example, Freshsales enables sales reps to create tasks that automatically notify merchants about the order status. Sales reps can keep track of all their activities and get notified when they need to perform a task such as sending an email, updating the invoice and so on. They can also see which tasks have been completed by the merchant and if there are any pending activities. Merchants can also use the integration of Freshsales and Paymo to view all the open tasks in real time so that they can complete them right away. This way they can reduce the number of calls made to them by customers. The integration also helps merchants in sending updates about their products so that they can boost the conversion rate. This ensures that there are no missed opportunities when it comes to selling their products or services.

I have discussed how the integration of Freshsales and Paymo is beneficial for both the parties invpved in selling goods or services online. With this integration, merchants can save time managing their online shop while sales representatives can close more sales with the help of leads generated through Freshsales. If you are looking for an easy-to-use CRM software or an online payment processor, then you should definitely try Freshsales and Paymo today!

The process to integrate Freshsales and Paymo 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.