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Paymo + Freshsales Integrations

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

About Paymo

Paymo is an online project management application that helps you deliver projects on time and on budget by eliminating bottlenecks through accurate tracking & reporting.

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.

Freshsales Integrations
Freshsales Alternatives

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  • Xero Xero

Best Paymo and Freshsales Integrations

  • Paymo QuickBooks Online

    Paymo + QuickBooks Online

    Add new Paymo invoices to Quickbooks Online Read More...
    When this happens...
    Paymo New Invoice
     
    Then do this...
    QuickBooks Online Create Invoice
    Do you wish you could combine Paymo and Quickbooks to get the most out of both apps? You may start importing Paymo invoices to your Quickbooks account automatically with Appy Pie Connect. After setting this integration up, whenever a new invoice is created on Paymo, we will automatically update them in QuickBooks online.
    How This Integration Works
    • A new invoice is created
    • Appy Pie Connect adds that invoice to Quickbook online.
    What You Need
    • Paymo account
    • Quickbook Online account
  • Paymo Google Sheets

    Paymo + Google Sheets

    Add new rows to Google Sheets for new Paymo invoices Read More...
    When this happens...
    Paymo New Invoice
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you need a reliable way to keep track of all the invoices you're creating on Paymo? Try Paymo's Google Sheets integration. After it's been activated, it'll automatically add the information to Google Sheets as a new row with every new invoice you create on Paymo.
    How This Paymo-Google Sheet Integration Works
    • A new invoice is created
    • Appy Pie Connect creates a new row on Google Sheets.
    What You Need
    • Paymo account
    • Google Sheets account
  • Paymo Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Paymo New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Paymo Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Paymo New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Paymo Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Paymo New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Paymo Microsoft Teams

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    {{item.message}} Read More...
    When this happens...
    Paymo {{item.triggerTitle}}
     
    Then do this...
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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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Paymo with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshsales as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshsales with Appy Pie Connect.

    (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 Zapier. 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 Zapier account. Register here if you don’t have it yet. Once you have your account, go to the “Make a zap” 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 zap!” 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 >> Zapier. There, you have to choose Freshsales as your Integration app. Then, click on “Add to Zapier” 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 Zapier 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 Zapier 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 Zapier 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.