Baton + Freshsales Suite Integrations
Put Baton + Freshsales Suite to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Baton and Freshsales Suite
See the kind of workflows teams build with Baton and Freshsales Suite below — describe the exact one you want above and the Agent builds it on demand.
Baton + Freshsales Suite
When templates are applied in Baton, sync deal onboarding milestones back to Freshsales Suite.
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Generate project tasks when deals are won
When a deal is won in Freshsales Suite, automatically create a project task in Baton to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Baton, automatically log the activity in Freshsales Suite on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Baton and Freshsales Suite?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Baton and Freshsales Suite
Everything Baton and Freshsales Suite can do inside a workflow — the triggers that start one and the actions that run when it fires.
Baton Explore Baton →
Baton is an implementation management platform designed to streamline and automate complex client onboarding projects and implementation workflows.
TriggersTriggers when a project appears under certain status.
Triggers when a new template is created
Creates a Project on Baton
Freshsales Suite Explore Freshsales Suite →
A unified sales and marketing customer relationship management platform designed to automate engagement and manage pipelines.
TriggersTriggers when a contact is added to a list. This feature is available exclusively in the Freshsales suite and Freshmarketer, capable of retrieving 1,000 records in a single polling.
Triggers when a deal is updated and retrieves 1,000 records in a single polling.
Triggers when a new account is created and retrieves 1,000 records in a single polling.
Triggers when an account is updated and retrieves 1,000 records in a single polling.
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
Adds a file to selected module records.
Add a meeting to the selected module
Adds a note to a contact.
Add a Task to the selected module
Creates a new account.
Creates a new record on custom module.
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Baton + Freshsales Suite
Is there a pre-built Baton + Freshsales Suite automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Baton and Freshsales Suite's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Baton or Freshsales Suite connector?
No. The Agent works whether or not Baton or Freshsales Suite already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Baton and Freshsales Suite help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Freshsales Suite automatically spin up project tasks?
Yes, when a deal is won or changes stages in Freshsales Suite, you can instantly create initial project tasks in Baton.