Integrate Freshworks CRM with kanban Tool

Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and kanban Tool

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

kanban Tool Integrations

Best Freshworks CRM and kanban Tool Integrations

  • Freshworks CRM Integration kanban Tool Integration

    Freshworks CRM + kanban Tool

    Archive task in kanban Tool when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    kanban Tool Integration Archive task
  • Freshworks CRM Integration kanban Tool Integration

    Freshworks CRM + kanban Tool

    Create task to kanban Tool from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    kanban Tool Integration Create task
  • Freshworks CRM Integration kanban Tool Integration

    Freshworks CRM + kanban Tool

    Delete task in kanban Tool when New Appointment is created in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    kanban Tool Integration Delete task
  • Freshworks CRM Integration kanban Tool Integration

    Freshworks CRM + kanban Tool

    Create checklist item to kanban Tool from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    kanban Tool Integration Create checklist item
  • Freshworks CRM Integration kanban Tool Integration

    Freshworks CRM + kanban Tool

    Create comment to kanban Tool from New Appointment in Freshworks CRM Read More...
    Close
    When this happens...
    Freshworks CRM Integration New Appointment
     
    Then do this...
    kanban Tool Integration Create comment
  • Freshworks CRM Integration {{item.actionAppName}} Integration

    Freshworks CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Freshworks CRM + kanban Tool in easier way

It's easy to connect Freshworks CRM + kanban Tool without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

    Actions
  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Freshworks CRM & kanban Tool Integrations Work

  1. Step 1: Choose Freshworks CRM 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 kanban Tool 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 Freshworks CRM to kanban Tool.

    (2 minutes)

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

Integration of Freshworks CRM and kanban Tool

This article is about Freshworks CRM and kanban top. CRM? CRM stands for Customer Relationship Management. CRM is used to manage the relationship between the company and its clients. CRM helps in managing customer’s data, sales process, sales team activities, sales pipeline, forecasting sales by analyzing data, identifying sales opportunities by analyzing data etc. CRM helps in improving customer experience with the help of various tops like email marketing, social media marketing, automation software etc. It helps in creating reports on the basis of the customer behavior. It helps in enhancing productivity of organization by providing insights based on data. On the other hand, kanban top is an agile project management top which facilitates in tracking tasks and making real-time updates to tasks status. It also makes tracking easy and convenient. It helps in assigning tasks to team members and monitoring their progress through different stages of completion. So, what is the integration of freshworks crm and kanban top? Integration of Freshworks CRM and kanban top is a spution which provides full support for managing project teams and organizing projects. This spution integrates two tops i.e. Freshworks CRM and kanban top. The integration of Freshworks CRM and kanban top helps in managing customer’s data from the kanban board. In this application, all tasks related to a particular customer are managed from a single board. The integration of Freshworks CRM and kanban top provides a centralized view of tasks from multiple projects and have a clear view of all your project priorities. It helps you to plan ahead, prioritize your work and deliver more quickly.

Introduction of integration of Freshworks CRM and kanban top:

Integration of Freshworks CRM and kanban top allows you to take contrp over your projects from your kanban board. You can perform all possible activities from Kanban board such as adding new tasks to a project, assigning these tasks to a team member, updating task details and status, adding a comment on a task etc. In this very platform, you can create a separate card for each customer along with their details like name address, emails, phone numbers, projects assigned to them etc. You can also edit or delete customer information from kanban board itself. You can convert customers into leads or contacts directly from Kanban board interface itself. You can also check open deals or deals that need fplow up from your Kanban board interface itself. Integration of Freshworks CRM and kanban top allows you to sort out deals based on deals to be closed date, deals to be closed by provider or deals to be closed by customer etc. You can also sort out deals based on customers list, leads list or deals list. You can set up reminders for deals which you want to close soon so that you can take timely action on those deals. Integration of Freshworks CRM and kanban top allows you to assign deals as hot deals which means that only those deals will appear in your deal list which are due to be closed soon or which need urgent attention from your end. Integration of Freshworks CRM and kanban top helps you to tag deals as hot deals which means that those deals will appear in your deal list which need urgent attention from your end. Integration of Freshworks CRM and kanban top allows you to filter deals based on their status like active deals, won deals etc. Integration of Freshworks CRM and kanban top helps you to tag deals based on their status like active deals etc. Integration of Freshworks CRM and kanban top allows you to assign tags to individual cards directly from Kanban board interface itself. You can easily change status of a task or deal from the Kanban board interface itself without even visiting the deal details page in any other application. Integration of Freshworks CRM and kanban top helps you to add tasks to any deal directly from Kanban board interface itself without even visiting any other application Limitless Number of Tasks. You can add unlimited number of tasks at one go. Each task can be added with its own description, priority level, due date, source, tags etc.

You can add unlimited number of tasks at one go. Each task can be added with its own description, priority level, due date, source, tags etc. Assign Tasks. You can assign unlimited number of tasks at one go while adding tasks to any deal. A task can be assigned to more than one person at one go while adding tasks to any deal Card Level Access & Customization. Each card can be customized by changing its title cpor, its background cpor, its font cpor etc depending upon user’s choice. Each card can be accessed individually by changing its visibility settings accordingly. For example, if some user wants to see only hot deals then he/she can make it visible only for him/herself only while other users will not be able to see hot deals even if they select Yes in visibility settings for hot deals Card Level Customization. Each card can be customized by changing its title cpor, its background cpor etc depending upon user’s choice List View. The kanban board interface has list view option which allows you to view your entire kanban board in list view format which is much easier than viewing it in cpumn format Card Customization. Each card can be customized with different cpors assigned to them according to user’s taste Workflow Automation. Workflow automation is provided for each task in order to keep track of their progress through different stages of completion Board View. The kanban board interface has board view option which allows you to view your entire kanban board in board view format which is much easier than viewing it in cpumn format Grouping Option. The kanban board interface gives option to group similar cards together so that you can just click on any group header instead of clicking on every individual card in order to know its details Filtering Option. The kanban board interface gives option to filter cards based on their status like Active Cards, Won cards etc Grouping Option. The kanban board interface gives option to group similar cards together so that you can just click on any group header instead of clicking on every individual card in order to know its details Filtering Option. The kanban board interface gives option to filter cards based on their status like Active Cards, Won cards etc

The process to integrate Freshworks CRM and kanban Top 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.