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.
Todoist is an online task management app that helps in organizing & managing tasks and projects for teams and individuals.With Todoist, you'll never forget another task or miss a deadline again.Todoist Integrations
Freshsales + TodoistInvite User to Project in Todoist when New Deal is created in Freshsales Read More...
Freshsales + TodoistInvite User to Project in Todoist when New Contact is created in Freshsales Read More...
It's easy to connect Freshsales + Todoist 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 upon completion of a task on a project.
Triggers when you add an incomplete task to a project.
Triggers upon creation of every new project.
Creates a new lead.
Updates an existing lead.
Creates a new task.
Sends an e-mail to a person, inviting them to use one of your projects.
Freshsales is a customer relationship management top which allows users to manage and nurture their customers. It also allows users to close deals and contacts by tracking their progress.
It’s an all-in-one CRM software that combines sales and marketing features into one application. It helps businesses to manage their sales pipeline, customer information and activities in a single place.
Todoist is a productivity app that enables users to organize their daily tasks and projects. It keeps records of the user’s tasks, projects and ideas in a simple and effective way.
Freshsales integrates with Todoist to provide an effective customer service experience for users. With this integration, users can add tasks from within Freshsales and they will be added as Todoist tasks. Also, users can add notes to tasks directly from within Freshsales. It makes it easy to integrate with Freshsales without affecting the task lists of Todoist users.
When you integrate Freshsales with Todoist, you can see both the Sales and Tasks cpumns in your Freshsales Account Page. This provides a clear overview of all your tasks on one page.
You can add tasks from Freshsales to any project and assign them to team members.
The integration of Freshsales with Todoist helps businesses to improve their productivity, increase efficiency, reduce time consumption, lower operating costs and increase profitability. Here are some of the benefits of integrating Freshsales with Todoist:
Freshsales allows users to create tasks within the application while managing sales. It also allows users to assign tasks to team members and track their progress in real time. Team members can view all tasks related to their projects and work towards achieving them. This provides better project management and visibility among team members, thus improving productivity.
Freshsales helps customers to manage sales leads and track them in real time. They can also track opportunities, contacts, accounts, notes, activities and documents from a single place, thus improving efficiency. Also, the integration between Freshsales and Todoist allows users to schedule tasks directly from the Freshsales interface. Users can drag-and-drop or use keyboard shortcuts to assign tasks to themselves or other team members.
The integration between Freshsales and Todoist provides a seamless experience for users. They can see both Sales leads and Tasks in one place so they don’t have to switch between different applications to view their workflow. This reduces time consumption, making their job easier and more efficient.
In short, the integration of Freshsales with Todoist provides better cplaboration between team members, faster task assignment and tracking and enhanced productivity by eliminating paperwork.
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