Freshworks CRM (Freshsales Suite) + Productive.io Integration

Integrate Freshworks CRM (Freshsales Suite) to Productive.io in one click, or tell Integrately AI how you want each deal handled. Track billable hours, generate invoices, create tasks, and sync client data automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Freshworks CRM (Freshsales Suite)
    Contact is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Contact is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is updated in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Deal is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Task is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is created in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Account is updated in Freshworks CRM (Freshsales Suite)
  • Productive.io
    Contact is created in Productive.io Instant
  • Productive.io
    Contact is updated in Productive.io Instant
  • Productive.io
    Task is created in Productive.io Instant
  • Productive.io
    Task is updated in Productive.io Instant
  • Productive.io
    Task is deleted in Productive.io Instant
  • Productive.io
    Project is created in Productive.io Instant
  • Productive.io
    Project is updated in Productive.io Instant
  • Productive.io
    Deal is created in Productive.io Instant
  • Productive.io
    Deal is updated in Productive.io Instant
  • Productive.io
    Deal is deleted in Productive.io Instant
  • Productive.io
    Booking is created in Productive.io Instant
  • Productive.io
    Booking is updated in Productive.io Instant
  • Productive.io
    Booking is deleted in Productive.io Instant
  • Productive.io
    Budget is created in Productive.io Instant
  • Productive.io
    Budget is updated in Productive.io Instant
  • Productive.io
    Budget is deleted in Productive.io Instant
  • Productive.io
    Expense is created in Productive.io Instant
  • Productive.io
    Expense is updated in Productive.io Instant
  • Productive.io
    Expense is deleted in Productive.io Instant
  • Productive.io
    Invoice is created in Productive.io Instant
  • Productive.io
    Invoice is updated in Productive.io Instant
Arrow Right
2.
  • Freshworks CRM (Freshsales Suite)
    Search contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create product in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by email in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search contact by phone number in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get contact by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Delete contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get deal by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search deal by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to a deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Update deal in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create or Update contact in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Create task for an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get account by id in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Search account by name in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Add note to an account in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Mark task as completed in Freshworks CRM (Freshsales Suite)
  • Freshworks CRM (Freshsales Suite)
    Get task by id in Freshworks CRM (Freshsales Suite)
  • Productive.io
    Search task by title in Productive.io
  • Productive.io
    Update task in Productive.io
  • Productive.io
    Update Contact in Productive.io
  • Productive.io
    Create task in Productive.io
  • Productive.io
    Create company in Productive.io
  • Productive.io
    Search company in Productive.io
  • Productive.io
    Create contact in Productive.io
  • Productive.io
    Search contact in Productive.io
  • Productive.io
    Create booking in Productive.io
  • Productive.io
    Create task list in Productive.io
  • Productive.io
    Upload attachment in Productive.io

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Freshworks CRM (Freshsales Suite) + Productive.io Integration

Create projects from deals, log tasks from contacts, track bookings, and generate invoices, all in just one click.

Most popular automationsmost-popular-automations
Freshworks CRM (Freshsales Suite) + Productive.io Integration

Create Productive.io task for new Freshworks CRM (Freshsales Suite) task

Freshworks CRM (Freshsales Suite) provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Freshworks CRM (Freshsales Suite). Productive.io is a great tool for this.

All you need to do is - integrate Productive.io with Freshworks CRM (Freshsales Suite) to create task in Productive.io automatically when certain task occur in Freshworks CRM (Freshsales Suite). This can save you time by not having to manually create tasks in both systems.
See more
Activate
Freshworks CRM (Freshsales Suite) + Productive.io Integration

Create Productive.io task for new Freshworks CRM (Freshsales Suite) deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Productive.io to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Freshworks CRM (Freshsales Suite)? Well now there is!

With our integration between Freshworks CRM (Freshsales Suite) and Productive.io, creating task in Productive.io is now easier than ever. Whenever a deal is created in Freshworks CRM (Freshsales Suite), you can automatically create a corresponding task in Productive.io to keep your team up-to-date.
See more
Activate
Freshworks CRM (Freshsales Suite) + Productive.io Integration

Create Productive.io task for new Freshworks CRM (Freshsales Suite) contact

Freshworks CRM (Freshsales Suite) and Productive.io are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Freshworks CRM (Freshsales Suite), do you also create a task in Productive.io? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Freshworks CRM (Freshsales Suite) + Productive.io flow

Sync client financial records, schedule team check-ins, notify project leads, and log documents across your stack. Pick a combination and activate it in one click.

Freshworks CRM (Freshsales Suite)
Productive.io
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (2)
+
HubSpotHubSpot (2)
+
XeroXero (2)
+
Google DriveGoogle Drive (2)
+
GmailGmail (2)
F
P
S
Add every new Freshworks CRM (Freshsales Suite) contact to Productive.io, and notify your sales team instantly on Slack
New Freshworks CRM (Freshsales Suite) contacts appear in Productive.io within seconds and your team hears about it on Slack, so nobody re-types a profile or misses a lead.
F
P
S
Create a Productive.io task for every new Freshworks CRM (Freshsales Suite) deal, and alert your project channel in Slack
Freshworks CRM (Freshsales Suite) deals instantly generate Productive.io tasks while Slack notifies your team, eliminating manual task creation.
F
P
S
When a Freshworks CRM (Freshsales Suite) deal updates, update the Productive.io task and post the change in Slack
Deal changes in Freshworks CRM (Freshsales Suite) update your Productive.io tasks automatically and notify your team on Slack.

Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Productive.io

Mix and match to build the exact automation you need

Freshworks CRM (Freshsales Suite)
Freshworks CRM (Freshsales Suite) Triggers & Actions
Contact is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new contact is created
Try it →
Contact is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a contact is updated
Try it →
Deal is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is updated
Try it →
Deal is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a deal is created
Try it →
Task is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new task is created
Try it →
Account is created in Freshworks CRM (Freshsales Suite)
Triggers the automation when a new account is created
Try it →
Account is updated in Freshworks CRM (Freshsales Suite)
Triggers the automation when an account is updated
Try it →
Search contact in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information
Try it →
Create product in Freshworks CRM (Freshsales Suite)
Adds a new product to the CRM
Try it →
Create contact in Freshworks CRM (Freshsales Suite)
Adds a new contact to the database
Try it →
Search contact by email in Freshworks CRM (Freshsales Suite)
Finds and retrieves contact information using their email address
Try it →
Update contact in Freshworks CRM (Freshsales Suite)
Updates contact information with new details
Try it →
Search contact by phone number in Freshworks CRM (Freshsales Suite)
Finds information about a contact using the phone number
Try it →
Get contact by id in Freshworks CRM (Freshsales Suite)
Retrieves a contact's information based on their id
Try it →
Add note to a contact in Freshworks CRM (Freshsales Suite)
Adds a note to a contact
Try it →
Create task for contact in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a contact
Try it →
Delete contact in Freshworks CRM (Freshsales Suite)
Removes a contact from the address book
Try it →
Create deal in Freshworks CRM (Freshsales Suite)
Generates a new deal with
Try it →
Get deal by id in Freshworks CRM (Freshsales Suite)
Retrieves a deal by its id
Try it →
Search deal by name in Freshworks CRM (Freshsales Suite)
Searches for a deal by its name with
Try it →
Create task for deal in Freshworks CRM (Freshsales Suite)
Creates a new task for a particular deal
Try it →
Add note to a deal in Freshworks CRM (Freshsales Suite)
Adds a note to a deal
Try it →
Update deal in Freshworks CRM (Freshsales Suite)
Updates deal information based on new criteria or changes
Try it →
Create or Update contact in Freshworks CRM (Freshsales Suite)
Adds or update contact information
Try it →
Create account in Freshworks CRM (Freshsales Suite)
Generates a new account
Try it →
Create task for an account in Freshworks CRM (Freshsales Suite)
Creates a task to follow up with a account
Try it →
Get account by id in Freshworks CRM (Freshsales Suite)
Retrieves account information based on the account id
Try it →
Search account by name in Freshworks CRM (Freshsales Suite)
Searches for an account using the name
Try it →
Add note to an account in Freshworks CRM (Freshsales Suite)
Adds a note to the account without manual input
Try it →
Mark task as completed in Freshworks CRM (Freshsales Suite)
Marks the task as completed
Try it →
Get task by id in Freshworks CRM (Freshsales Suite)
Retrieves a task using its id
Try it →
Productive.io
Productive.io Triggers & Actions
Instant
Contact is created in Productive.io
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Productive.io
Try it →
Instant
Task is created in Productive.io
Triggers the automation when a new task is created
Try it →
Instant
Task is updated in Productive.io
Triggers the automation when any task is updated
Try it →
Instant
Task is deleted in Productive.io
Triggers the automation when a task is deleted
Try it →
Instant
Project is created in Productive.io
Triggers the automation when a new project is created
Try it →
Instant
Project is updated in Productive.io
Triggers the automation when a project is updated
Try it →
Instant
Deal is created in Productive.io
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Productive.io
Triggers the automation when a deal is updated
Try it →
Instant
Deal is deleted in Productive.io
Triggers the automation when a deal is deleted
Try it →
Instant
Booking is created in Productive.io
Triggers the automation when a new booking is created
Try it →
Instant
Booking is updated in Productive.io
Triggers the automation when a booking is updated
Try it →
Instant
Booking is deleted in Productive.io
Triggers the automation when a booking is deleted
Try it →
Instant
Budget is created in Productive.io
Triggers the automation when a budget is created
Try it →
Instant
Budget is updated in Productive.io
Triggers the automation when the budget is updated
Try it →
Instant
Budget is deleted in Productive.io
Triggers the automation when a budget is deleted
Try it →
Instant
Expense is created in Productive.io
Triggers the automation when a new expense is added
Try it →
Instant
Expense is updated in Productive.io
Triggers the automation when an expense is modified
Try it →
Instant
Expense is deleted in Productive.io
Triggers the automation when any expense is deleted
Try it →
Instant
Invoice is created in Productive.io
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in Productive.io
Triggers the automation when an invoice is updated
Try it →
Search task by title in Productive.io
Retrieves tasks based on the specified search criteria
Try it →
Update task in Productive.io
Updates the task details
Try it →
Update Contact in Productive.io
Updates the contact details
Try it →
Create task in Productive.io
Creates a new task
Try it →
Create company in Productive.io
Generates a new company profile with given details
Try it →
Search company in Productive.io
Finds information about a company
Try it →
Create contact in Productive.io
Adds a new contact to the database
Try it →
Search contact in Productive.io
Finds and retrieves contact information
Try it →
Create booking in Productive.io
Schedule and confirm a booking request
Try it →
Create task list in Productive.io
Creates a new task list
Try it →
Upload attachment in Productive.io
Try it →

What can you automate with Freshworks CRM (Freshsales Suite) + Productive.io?

Streamline your agency operations by connecting sales pipelines to project delivery and billing workflows.

What you can automate?
🚀
Turn closed sales deals into active projects instantly
When a deal is created in Freshworks CRM (Freshsales Suite), automatically initialize a corresponding project and task list in Productive.io without manual entry.
📝
Capture all custom contact fields and details
Transfer complete client contact profiles, phone numbers, and email addresses from Freshworks CRM (Freshsales Suite) directly into Productive.io company records.
🔔
Alert your project team the moment deals close
Notify your production channel on Slack whenever a new deal or booking is registered so team leads can assign resources immediately.
🔀
Route tasks based on deal value and tier
Send high-value enterprise deals to senior project managers in Productive.io while routing standard requests to general task lists.
🔄
Keep project records updated when sales terms change
Automatically update task details, deadlines, and scope in Productive.io whenever a deal is modified in Freshworks CRM (Freshsales Suite).
🔍
Prevent duplicate records with smart search and upsert
Search existing contacts and companies before creating new entries in Productive.io to maintain a clean and organised client database.
💳
Sync financial data when invoices and budgets update
Track billing milestones by updating deal records in Freshworks CRM (Freshsales Suite) whenever invoices or budgets are created in Productive.io.
📁
Archive project assets in Google Drive automatically
Connect your core pair to Google Drive so every new project automatically generates client folders and archives task attachments securely.
And much more...

Who is Freshworks CRM (Freshsales Suite) + Productive.io integration for?

Connecting sales pipelines with project management enables agencies and service teams to streamline client handoffs, track billable hours, and eliminate manual data entry entirely.

Performance analytics directors
Performance analytics directors
Sales account executives
Sales account executives
Client success managers
Client success managers
Agency operations leads
Agency operations leads
Project delivery leads
Project delivery leads
Finance and billing supervisors
Finance and billing supervisors
📈
Performance analytics directors
You're reviewing revenue metrics in Freshworks CRM (Freshsales Suite), but your project billing numbers only update when someone manually exports data, so the financial reports you're presenting are always outdated — with this integration, every new project budget syncs instantly and your pipeline metrics stay current.
⚡
Sales account executives
You're closing deals rapidly in Freshworks CRM (Freshsales Suite), but delivery teams find out too late to provision resources, leaving clients waiting for kickoff — this integration means every closed deal creates a project instantly and your delivery team starts onboarding right away.
🤝
Client success managers
You're answering client status questions without real-time milestone updates from Productive.io, forcing you to chase project leads before every meeting — automating both apps means project progress logs automatically to your client records so you always have accurate answers.
📊
Agency operations leads
You're managing high volumes of client bookings and deliverables by hand, but team members keep missing handoff tasks between sales and production — automating both apps means every booking and task transfers instantly and your team keeps up with peak workloads effortlessly.
📋
Project delivery leads
You're waiting for sales reps to manually hand over won deals from Freshworks CRM (Freshsales Suite) before you can build task lists in Productive.io — integrating these apps means every new deal automatically provisions your project workspace so production begins without delay.
💼
Finance and billing supervisors
You're reconciling invoice statuses between Productive.io and sales records, but keep finding missing entries and discrepancies in billing histories — with this integration, every invoice and payment update syncs seamlessly and your financial records remain completely accurate.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Freshworks CRM (Freshsales Suite) + Productive.io

Build and manage your Freshworks CRM (Freshsales Suite) + Productive.io automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Productive.io with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Freshworks CRM (Freshsales Suite) + Productive.io Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Freshworks CRM (Freshsales Suite) + Productive.io Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Freshworks CRM (Freshsales Suite) to Productive.io?
Frequently Asked Questions
You can connect Freshworks CRM (Freshsales Suite) to Productive.io instantly using 1-click workflows or by using Integrately AI to build custom multi-step automations with Slack, HubSpot, and Google Calendar.
Can I automatically create a Productive.io project when a Freshworks CRM (Freshsales Suite) deal is won?
Frequently Asked Questions
Can I connect Freshworks CRM (Freshsales Suite), Productive.io, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Productive.io?
Frequently Asked Questions
How are contacts synced between Freshworks CRM (Freshsales Suite) and Productive.io?
Frequently Asked Questions
Can I track billable hours and invoices between Productive.io and Freshworks CRM (Freshsales Suite)?
Frequently Asked Questions
Do I need coding skills to integrate Freshworks CRM (Freshsales Suite) and Productive.io?
Frequently Asked Questions
Is the Freshworks CRM (Freshsales Suite) and Productive.io integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Freshworks CRM (Freshsales Suite) or Productive.io With 1500+ Other Apps

Freshworks CRM (Freshsales Suite)
Popular Freshworks CRM (Freshsales Suite) Integrations
Connect Freshworks CRM (Freshsales Suite) to sales automation, email marketing, and communication tools to streamline lead management and client outreach.
See All
Freshworks CRM (Freshsales Suite) Integrations arrow right
No popular apps found
Productive.io
Popular Productive.io Integrations
Sync Productive.io with accounting, document storage, scheduling, and reporting tools to keep agency operations running smoothly.
See All
Productive.io Integrations arrow right
No popular apps found