Freshworks
Customer and employee service software.
Automation & Productivity
Two-way sync
About Freshworks
Freshworks provides CRM, customer service and IT service software, including Freshsales for pipeline management.
What the integration offers
Connect client demand in Freshworks to the consultants delivering it.
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Deal-based staffing
Create talent requests in Consultport when an opportunity reaches a defined stage.
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Account linking
Link freelancer projects to accounts and deals in Freshworks.
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Delivery status
Push project status, staffing and spend back to the CRM record.
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Margin visibility
Compare deal value with freelancer cost per project.
Data that syncs
- Accounts
- Deals
- Contacts
- Projects
- Pipeline stages
How it works
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01
Connect
An admin connects Freshworks from Settings → Integrations in the Consultport FMS.
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02
Map
Choose which fields, entities and projects are shared between both systems.
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03
Sync
Changes flow automatically. Every sync is logged for audit.
