Tookan is a delivery management software that assists companies in streamlining dispatch processes and improving communication between managers and delivery drivers.
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.Freshworks CRM Integrations
Tookan + Freshworks CRMAdd Appointment in Freshworks CRM when New Task is created in Tookan Read More...
It's easy to connect Tookan + Freshworks CRM without coding knowledge. Start creating your own business flow.
Trigger when new task created.
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task created.
Adds a new agent
Create a new customer.
Create a Delivery Task
Create a Pick and Delivery Task.
Creates a pick task.
Create an Appointment Task
Create an FOS Workflow Task.
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Tookan is an open-source task management system, written in Python. It is free, feature rich and easy to use. It’s a great option for small businesses or business owners looking for a cheap, but effective project management software.
The Freshworks CRM has many features that are designed to help you manage customer relationships. The purpose of this article is to discuss how Tookan integrates with Freshworks CRM to help businesses manage their customers better. (Source)
Using Tookan with Freshworks CRM is easy. You can set up your Tookan projects inside Freshworks CRM. This allows you to manage your customer interactions from within Freshworks CRM. First you need to log into your Freshworks CRM application, enter the “Setup” tab, then “Apps”, then “Add App”, then search for “Tookan”. Press next, you will see the “Tookan” page. Press “next” again. Now you have the option to give the URL for your Tookan app or import your existing account. Press “next” again. Now you will need to input the credentials for your Tookan account. Press “next” again. Now you will need to select the projects which you want to share with Freshworks CRM. Press “Next” again. Now you will need to choose which activities you would like to sync with your Freshworks CRM account. Press “Next” again. Finally, press “Finish” and you will be done! (Source)
There are many benefits of using Tookan with Freshworks CRM:
You can update information on multiple accounts at once and quickly email and SMS notifications of updates and actions taken on those accounts. This functionality helps you decrease the time it takes you to complete tasks and make your life easier. You can track time spent on tasks, projects and clients more accurately; which means you can better plan your workload and make sure that everything is getting done as it should be. This helps you save time as well as money as your work gets completed faster and more efficiently. You can schedule your contacts and fplow up with them as appropriate, which helps you stay organized and on top of things no matter how busy you get or how many people you have calling or emailing you for one thing or another. This saves you time and effort because there is no stress about forgetting important dates and commitments. You can access all your contact details on any device with an internet connection, so you never miss a call, email or message no matter where you are or what device or computer you are using. This ensures that you never miss a chance to impress a potential customer or business partner because no one will ever know that you were not able to return a phone call or respond to an email right away due to being stuck at work or having a problem with your smartphone or laptop! (Source)
In conclusion, there are many benefits to integrating Tookan with Freshworks CRM. Small businesses and business owners looking for a cheap project management software should seriously consider using Tookan together with Freshworks CRM to improve their business workflow and customer experience
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