Google Tasks + Freshworks CRM Integrations

Google Tasks is a personal task manager by Google. It allows users to create tasks, organize them and set reminders using their web browser or mobile device. Once a task is created, it will show up in the Tasks section of Gmail. It also integrates with Google Calendar and Google Drive.

Freshworks CRM is a cloud-based customer relationship management system that offers an integrated spution for sales and marketing. Users can connect to social media, create leads, manage contacts, send emails and track tasks. In addition, Freshworks CRM integrates with Google Tasks.

In this section, I am going to compare and contrast two softwares which are Google Tasks and Freshworks CRM. Then I will discuss how they can be used together to improve productivity.

Integration of Google Tasks and Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management system that provides an integrated spution for sales and marketing. Freshworks CRM offers a platform for users to manage their contacts, tasks, emails and social media accounts in one place.

The CRM acts as index which compiles relevant information about each contact. This is helpful because it eliminates redundant data entry. The CRM also offers integration with Google Tasks so users can add tasks to the CRM directly from the Gmail interface.

Integration of the two software platforms improves workflow because users can add events to their calendar, create tasks, and view reports within one interface. The integration also helps save time because users can stay connected with important contacts through email, text and social media.

Benefits of Integration of Google Tasks and Freshworks CRM

• Reduce Time and Effort Spent on Data Entry

When you are working on multiple projects and need to keep track of your tasks, it is important to use a top which will help you stay organized. This can be done by integrating Google Tasks and Freshworks CRM.

Freshworks CRM will reduce the amount of time you spend looking for contacts or trying to remember all the information about each client during phone calls. Instead, all relevant data such as email addresses, phone numbers and details of past projects can be accessed quickly and easily with the click of a button using Freshworks CRM.

• Create Events Faster

Instead of keeping track of your schedule in Microsoft Outlook or Apple’s Calendar app, you can integrate Google Tasks and Freshworks CRM so you can create events faster. This will allow you to schedule tasks faster than before as well as keep track of your appointments. All you need to do is enter details about each event or task into the CRM, then you will see these items appear in your calendar automatically when you enter the date and time in your Google Calendar interface. You can also choose between different calendars including the default calendar or the calendar of your choice. With Freshworks CRM and Google Tasks integration, creating events should be much easier because you will not have to switch between different programs to perform different functions. Instead, you can use Freshworks CRM to perform all necessary tasks in one place.

• View Your Events in One Place

Similar to creating events faster, integrating Google Tasks and Freshworks CRM allows you to view your events in one place rather than having to go between different applications to check your schedule for the day. Instead, you can simply look at events in your calendar within the Freshworks CRM interface when you need to keep track of what appointments you have coming up next, then move on to updating tasks within the same interface if needed. This makes it easy for you to keep track of all your appointments without having to switch back and forth between several applications to complete common tasks like setting reminders or updating your tasks schedule. Since both software platforms are available from your desktop or mobile device, it is easy for you to view your schedule while on the go whether you are working from home or away from your office. Overall integrating Google Tasks and Freshworks CRM saves time because you do not have to switch between various applications whenever you need to complete common functions like setting reminders or checking your schedule for upcoming events. Instead, all these things are done in one convenient location that is accessible from any device with an internet connection.

The process to integrate Google Tasks and Freshworks CRM 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.