Freshworks CRM (Freshsales Suite) + Smart Task Integration
Integrate Freshworks CRM (Freshsales Suite) to Smart Task in one click, or tell Integrately AI how you want each contact handled. Turn new contacts into trackable tasks, organise your project workflows, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Freshworks CRM (Freshsales Suite)- Contact is updated in Freshworks CRM (Freshsales Suite)
- Deal is updated in Freshworks CRM (Freshsales Suite)
- Deal is created in Freshworks CRM (Freshsales Suite)
- Task is created in Freshworks CRM (Freshsales Suite)
- Account is created in Freshworks CRM (Freshsales Suite)
- Account is updated in Freshworks CRM (Freshsales Suite)
Contact is created in Smart Task Instant
2.
- Create product in Freshworks CRM (Freshsales Suite)
- Search contact in Freshworks CRM (Freshsales Suite)
- Create contact in Freshworks CRM (Freshsales Suite)
- Search contact by email in Freshworks CRM (Freshsales Suite)
- Update contact in Freshworks CRM (Freshsales Suite)
- Search contact by phone number in Freshworks CRM (Freshsales Suite)
- Get contact by id in Freshworks CRM (Freshsales Suite)
- Add note to a contact in Freshworks CRM (Freshsales Suite)
- Create task for contact in Freshworks CRM (Freshsales Suite)
- Delete contact in Freshworks CRM (Freshsales Suite)
- Create deal in Freshworks CRM (Freshsales Suite)
- Get deal by id in Freshworks CRM (Freshsales Suite)
- Search deal by name in Freshworks CRM (Freshsales Suite)
- Create task for deal in Freshworks CRM (Freshsales Suite)
- Add note to a deal in Freshworks CRM (Freshsales Suite)
- Update deal in Freshworks CRM (Freshsales Suite)
- Create or Update contact in Freshworks CRM (Freshsales Suite)
- Create account in Freshworks CRM (Freshsales Suite)
- Create task for an account in Freshworks CRM (Freshsales Suite)
- Get account by id in Freshworks CRM (Freshsales Suite)
- Search account by name in Freshworks CRM (Freshsales Suite)
- Add note to an account in Freshworks CRM (Freshsales Suite)
- Mark task as completed in Freshworks CRM (Freshsales Suite)
- Get task by id in Freshworks CRM (Freshsales Suite)
- Create task in Smart Task
- Subscribe Webhook in Smart Task
- Search Tag in Smart Task
- Search Project in Smart Task
- Search User in Smart Task
Trusted by experts at...
Ready Workflows for Freshworks CRM (Freshsales Suite) + Smart Task Integration
Create tasks from new contacts, organise team projects, update deal stages, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Freshworks CRM (Freshsales Suite) + Smart Task flow
Sync your customer data across platforms, notify teams of new deals, and trigger post-sale project execution. Pick a combination and activate it in one click.
+
HubSpot (4)
HubSpot (4) +
Pipedrive (4)
Pipedrive (4) +
Asana (4)
Asana (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) +
Stripe (4)
Stripe (4) H
F
S
Add every new HubSpot contact to Freshworks CRM (Freshsales Suite), and create a task in Smart Task
New HubSpot contacts appear in Freshworks CRM (Freshsales Suite) instantly while Smart Task creates a corresponding task, eliminating manual entry across your platforms.
H
F
S
When a HubSpot deal updates, update the deal in Freshworks CRM (Freshsales Suite) and create a task in Smart Task
Deal changes in HubSpot update Freshworks CRM (Freshsales Suite) and generate follow-up actions in Smart Task without manual tracking.
H
F
S
If a HubSpot contact is enterprise tier, create a contact in Freshworks CRM (Freshsales Suite) and create a priority task in Smart Task
Enterprise leads from HubSpot trigger priority records in Freshworks CRM (Freshsales Suite) and high-priority project tasks in Smart Task.
H
F
S
Use Claude to qualify HubSpot contacts, create contacts in Freshworks CRM (Freshsales Suite), and create delivery tasks in Smart Task
Claude reviews HubSpot contact details before Freshworks CRM (Freshsales Suite) records are created and Smart Task workflows are initialised.
Supported triggers and actions for Freshworks CRM (Freshsales Suite) and Smart Task
Mix and match to build the exact automation you need
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 → Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with Freshworks CRM (Freshsales Suite) + Smart Task?
Streamline your sales-to-delivery workflows by connecting contact creation, deal updates, and task management into unified automated pipelines.
🔄
Sync new CRM contacts to project tasks
Turn every contact created in Freshworks CRM (Freshsales Suite) into an active task in Smart Task instantly. Keep sales pipelines and delivery boards perfectly synchronised without manual copy-pasting.
📋
Capture all custom fields and notes
Map complete contact details, deal values, and notes from Freshworks CRM (Freshsales Suite) into Smart Task fields. Ensure your project teams receive every relevant detail submitted by the prospect.
🔔
Alert team members instantly on updates
Notify your team the moment a deal is updated in Freshworks CRM (Freshsales Suite) or a new task is created in Smart Task. Keep everyone informed of high-value pipeline movements without checking multiple dashboards.
🔀
Route tasks based on deal criteria
Branch your automation workflow using submitted deal values or contact tiers in Freshworks CRM (Freshsales Suite). Assign high-priority projects to senior managers in Smart Task while standard deals go to general queues.
📝
Keep project records continuously updated
Ensure Smart Task projects reflect the latest stage changes when deals are updated in Freshworks CRM (Freshsales Suite). Maintain accurate status records across both platforms automatically.
🔍
Prevent duplicate records across tools
Search existing entries before creating new contacts or tasks between Freshworks CRM (Freshsales Suite) and Smart Task. Keep your database clean and avoid cluttering your project boards with duplicate entries.
⚡
Handle stage changes and deal closure
Trigger automated onboarding tasks in Smart Task whenever a deal is marked won or updated in Freshworks CRM (Freshsales Suite). Execute post-sale workflows the moment revenue is secured.
🔌
Extend your workflow to Slack or HubSpot
Connect Freshworks CRM (Freshsales Suite) and Smart Task with Slack, HubSpot, or Asana to build multi-app pipelines. Hand off projects from sales to delivery while keeping communication channels updated.
And much more...
Who is Freshworks CRM (Freshsales Suite) + Smart Task integration for?
Sales executives, project delivery managers, and operations teams rely on this integration to eliminate manual handoffs, keep data synchronised, and track execution reliably.
Business analysts and reporters
Sales executives
Client success managers
Operations coordinators
Project delivery managers
Account managers
📈
Business analysts and reporters
You're compiling sales figures from Freshworks CRM (Freshsales Suite) but project tracking metrics lag behind because team activity updates require manual entry, so your management reports are always outdated — with this integration, every activity and deal change syncs instantly and your pipeline numbers stay accurate.
⚡
Sales executives
You're closing deals in Freshworks CRM (Freshsales Suite) but delivery teams find out too late to start onboarding, causing friction with new clients — connecting these apps means every closed deal immediately triggers task creation in Smart Task and your delivery team starts onboarding right away.
🤝
Client success managers
You answer to key clients who expect regular progress updates on their onboarding projects, but gathering status details from Freshworks CRM (Freshsales Suite) and Smart Task takes hours — automating both apps means your task completion data flows directly into client records so you can report progress accurately.
📊
Operations coordinators
You're managing a high volume of inbound leads and customer tasks across Freshworks CRM (Freshsales Suite) and Smart Task by hand, resulting in missed follow-ups and human error — with this integration, every contact and project task is created automatically so your high-volume operations run without bottlenecks.
🎯
Project delivery managers
You own project execution in Smart Task and depend on sales reps to hand over client details from Freshworks CRM (Freshsales Suite), but crucial context often gets lost in translation — automating both apps means every deal handoff transfers all relevant client notes straight into your project board.
🗂️
Account managers
You need a reliable history of customer interactions across sales and project phases, but keeping Freshworks CRM (Freshsales Suite) and Smart Task aligned manually leaves recurring gaps in your account logs — this integration means every record stays updated with complete activity histories.
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) + Smart Task
Build and manage your Freshworks CRM (Freshsales Suite) + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Freshworks CRM (Freshsales Suite) + Smart Task with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Freshworks CRM (Freshsales Suite) + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Freshworks CRM (Freshsales Suite) + Smart Task Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Freshworks CRM (Freshsales Suite) to Smart Task?
You can connect Freshworks CRM (Freshsales Suite) to Smart Task in 1 click using ready templates on Integrately or ask Integrately AI to build the automation and map the fields.
Can I automatically create Smart Task tasks from new Freshworks CRM (Freshsales Suite) contacts?
Can I connect Freshworks CRM (Freshsales Suite), Smart Task, and HubSpot?
What is a good Zapier alternative for Freshworks CRM (Freshsales Suite) and Smart Task?
How does Freshworks CRM (Freshsales Suite) data trigger tasks in Smart Task?
Can I update Smart Task projects when Freshworks CRM (Freshsales Suite) deals change stage?
Do I need coding skills to automate Freshworks CRM (Freshsales Suite) and Smart Task?
Is the Freshworks CRM (Freshsales Suite) and Smart Task integration free?
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 Smart Task With 1500+ Other Apps
Popular Freshworks CRM (Freshsales Suite) Integrations
Connect Freshworks CRM (Freshsales Suite) to CRMs, email marketing tools, and analytics platforms to manage and follow up on your customer relationships.
See All
Freshworks CRM (Freshsales Suite) Integrations
Freshworks CRM (Freshsales Suite) Integrations
No popular apps found
Popular Smart Task Integrations
Sync Smart Task with project management, team messaging, and calendar applications to keep your collaborative workflows running smoothly.
See All
Smart Task Integrations
Smart Task Integrations
No popular apps found
