Add notes to Freshsales Classic contacts for new WPForms entries
Streamline your lead management process with this WPForms and Freshsales Classic automation. When a new form entry is submitted via WPForms, the workflow quickly adds a note to the associated contact in Freshsales Classic, ensuring an organized and updated sales pipeline. Stay on top of updates and simplify your work process with this seamless integration.
Streamline your lead management process with this WPForms and Freshsales Classic automation. When a new form entry is submitted via WPForms, the workflow quickly adds a note to the associated contact in Freshsales Classic, ensuring an organized and updated sales pipeline. Stay on top of updates and simplify your work process with this seamless integration.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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