PlanBox + Freshsales Integrations
Integrate PlanBox with Freshsales to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the PlanBox to Freshsales integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Planbox is a project management software that helps you to prioritize, plan, collaborate, and track tasks and project work across the entire organization.
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.
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Nutshell
It's easy to connect PlanBox + Freshsales without coding knowledge. Start creating your own business flow.
- Triggers
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New ContactTriggers when a new contact is created.
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New DealTriggers when a new deal is created.
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New LeadTriggers when a new lead is created.
- Actions
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Create LeadCreates a new lead.
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Update LeadUpdates an existing lead.
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