Create Autotask companies for new Freshsales Suite contacts
Easily streamline your sales and customer management process with this efficient workflow. When a new contact is added in Freshsales Suite, this automation will create a company in Autotask, saving you time and ensuring consistent information across both platforms. Focus on nurturing relationships and growing your business, while this integration takes care of the data entry for you.
Easily streamline your sales and customer management process with this efficient workflow. When a new contact is added in Freshsales Suite, this automation will create a company in Autotask, saving you time and ensuring consistent information across both platforms. Focus on nurturing relationships and growing your business, while this integration takes care of the data entry for you.
- When this happens...Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
- automatically do this!Update Company
Update a company.
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