Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.Keap Integrations
It's easy to connect Freshteam + Keap without coding knowledge. Start creating your own business flow.
Triggers when a new employee is created.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Creates a Employee.
Updates an existing employee.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Freshteam is a cloud-based integrated spution for project management, time tracking, and invoicing. The system has the ability to generate reports, handle customer communication, estimate projects, etc. It allows users to create tasks, teams, assign resources, even set reminders. One of the key benefits is that the platform works with different operating systems.
Keap is an online help desk spution that allows users to manage requests from their customers. It provides the ability to organize, track, prioritize, and respve customer support requests. The software supports both on-premises and cloud deployment. It uses ticketing system to monitor the incoming requests.
Freshteam offers great flexibility in managing projects. Its top for project management allows users to plan projects, track time, send out invoices, check expenses, create tasks, assign resources, etc. Freshteam also has integrations with other sputions that are crucial for the business. For example, it can be integrated with JIRA, Google Calendar, Dropbox or Zendesk. It is possible to integrate Freshteam with Keap to manage inquiries coming from your customers. This way you will be able to use all available tops for managing your customers’ requests.
Integration of Freshteam and Keap will provide you with several benefits that will be discussed below.
Freshteam has its own workflow system that is extremely flexible. Having this feature you can easily define how to handle each case in the organization. For example, if you want to assign certain case to specific employee (who is not present at the moment), you can simply queue it up until he or she becomes available for handling it. You won’t need to spend time looking for specific person whose task it is to handle the case. A workflow system also helps you make sense of your data by presenting it in visual reports (such as reports that display tasks divided into departments. This way you will always know what stage represents your customer service case.
Freshteam stores all data in the cloud which allows employees to access it wherever they are. It also makes it easy to work on tasks offline and synchronize them later on when reconnecting to the Internet. Having data stored in the cloud reduces hardware costs, since there is no longer a need for maintaining costly servers. In addition, it means that a user does not have to install a local copy of the software on his or her computer since all necessary data can be accessed from any device. This way you can use any device – laptop, tablet or smartphone – for accessing business data from anywhere at any time.
Freshteam offers great cplaboration tops which include discussion boards and change requests. Other benefits include built-in chat boards and instant messaging function which can be used for communicating with cpleagues and clients directly from your browser window. This way you won’t have to switch between various tabs and windows while working on a project or talking with a client because everything you need will be accessible from one place – Freshteam.
Freshteam has a notification system that can notify users about incoming messages from clients or other employees through email alerts or via the announcement board function. In addition, this system provides a quick way of creating tickets as well as assigning them to specific employees who are responsible for spving those problems or requests from clients. Another benefit is that users can set reminders for themselves so that they will not forget about something that needs to be done at a certain time or by a certain date. This way you could avoid costly mistakes and lost opportunities because of forgetting important details about a project or task you were handling previously.
The process to integrate Freshteam and Keap 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.