Keeping your customer information and project tasks in separate places can slow your business down. By connecting your CRM system directly with your task and project management tool, you can automatically turn customer actions into tasks, documents, and projects—all without extra manual work.
📌 Why This Matters
When your sales and customer info live in one place, but your task lists and projects live somewhere else, you often end up duplicating work. By syncing these systems, your leads, deals, and customer updates will automatically create or update tasks and projects for you, helping you stay organized and focused on delivering excellent service.
✨ What’s New
- Task & Project Triggers: Automatically respond to new or updated tasks, comments, attachments, and more so your workflow stays current.
- Create & Update Tasks: Generate new tasks with assignees, due dates, and priorities directly from your CRM interactions.
- Manage Project Structures: Build new folders, lists, and documents linked to your customers without leaving your CRM.
- Collaborate Effortlessly: Add comments, attachments, and custom fields to keep your team in the loop and your projects detailed.
🛠️ How to Use It
- Step 1: Look for task management options when setting up your CRM workflow.
- Step 2: Connect your task management account by logging in through the integration setup.
- Step 3: Choose the triggers or actions you want to automate, like creating a new task when a customer fills out a form.
💡 Pro Tip
Linking your customer data with your project tasks helps you keep everything coordinated, so you spend less time updating systems and more time serving your clients.
