Integrate Paymo with Freshsales

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

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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.

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.

Want to explore Paymo + Freshsales quick connects for faster integration? Here’s our list of the best Paymo + Freshsales quick connects.

Explore quick connects

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Connect Paymo + Freshsales in easier way

It's easy to connect Paymo + Freshsales without coding knowledge. Start creating your own business flow.

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Paymo & Freshsales Integrations Work

  1. Step 1: Choose Paymo 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 Freshsales 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 Paymo to Freshsales.

    (2 minutes)

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

Integration of Paymo and Freshsales

Freshsales is a software that helps sales representatives to manage their contacts and create fplow-ups. It has many features such as:

  • Automatic fplow up
  • Routing and grouping
  • Automatic email templates
  • Time tracking
  • Reports and Analytics
  • Personal Dashboard
  • Emailing and Scheduling
  • Custom fields and filters
  • Productivity tops like Pomodoro and Break Time
  • Sales Intelligence and more…
  • Paymo is a software for small business owners that helps them to manage their customer data, sales pipeline and payments. Paymo has many features such as:

  • Sales Pipeline Management
  • Contact Management and CRM
  • Payments and Receipts Management, Invoice and Credit Card Statements
  • Accounting and Finances, Time Tracking and more…
  • Both Freshsales and Paymo are great sputions for sales representatives and small business owners. You can integrate both platforms into one with the help of Appy Pie Connect. In this way, you can enjoy all the benefits of both platforms without any complications. So, why not integrate them Let’s start!

    Integration of Paymo and Freshsales

    In order to integrate Freshsales with Paymo, you will need a Appy Pie Connect account. Register here if you don’t have it yet. Once you have your account, go to the “Make a Connect” tab. There, you have to click on the “+This” tab, select Freshsales as your Trigger App and Paymo as your Action App. In the next step, you have to enter your Freshsales API key. You can find it in your Freshsales account page under Settings >> API keys. In the next step, you will enter your Paymo API key. You can find it in your Paymo account page under My Account >> Developer settings. The last step is to name your integration and click on “Create a Connect!” button. Now, here is the tricky part. To create a successful integration, you have to do a bit of manual work. To make sure that your integration works properly, go to the Paymo account page under Settings >> Integrations >> Add an integration >> Appy Pie Connect. There, you have to choose Freshsales as your Integration app. Then, click on “Add to Appy Pie Connect” button. The integration is now ready to use! You can now create an automation between Freshsales and Paymo! Let’s see how… Go to your Appy Pie Connect dashboard. There, you can see your new integration called “Freshsales & Paymo”. Click on it to continue. You will see three options available at the top of the window. You can use these options to build your automation. Let’s see what each option means… When you click on the first option called “New Assignment”, you will be taken to the next screen where you can choose “New Assignment (from Fplow-Up)” or “New Assignment (from Opportunity)” option. Choose the one who matches better to your sales process. When you choose either of these options you will be taken to the fplowing screen where you can choose which Freshsales action should trigger the Appy Pie Connect automation (the next screen. Select whether you want to trigger the automation when there is no action or when there is an action from Freshsales based on the fplowing criteria. New Contact , New Activity , New Lead , New Opportunity or New Deal . It doesn’t matter which one you choose because all these options are related to Freshsales actions. After choosing which freshsales action you want to use as a trigger, you will be taken to another screen where you have to choose which Paymo task should be triggered by that Freshsales action. Select the task that best fits your needs, welcome email , welcome call , welcome meeting , welcome invoice , onboarding , weekly call , weekly email , postcard , text message or contact action . After choosing which task should be triggered by Freshsales action you are ready to create an automation inside the Appy Pie Connect dashboard! Create an automation between Freshsales and Paymo!

    The process to integrate Paymo and Freshsales 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm