Use triggers to create tasks in Freshsales

You can track email Sent, Opens, Clicks, and Replies in Freshsales with the Klenty integration.

Login to your Klenty account and go to Settings -> CRM Settings.

Under Freshsales click on Setup Triggers, and you can setup the following triggers.

  • Mail sent to prospect
  • Mail opened by prospect
  • Tracked link clicked by prospect
  • Prospect replied
  • Prospect replied via Calendly
  • Task created / updated for prospect

Hit Save after setting up the triggers. This will create a task in Freshsales.