Capsule CRM + Freshsales Classic
Add notes to Freshsales Classic sales accounts for new or updated Capsule CRM contacts
Effortlessly keep track of your contacts' updates in Capsule CRM by connecting it to Freshsales Classic. With this workflow, whenever a new or updated contact is detected in Capsule CRM, a note will be added to the corresponding sales account in Freshsales Classic. Save time and ensure accuracy when maintaining your contact data across both platforms with this seamless automation.
Effortlessly keep track of your contacts' updates in Capsule CRM by connecting it to Freshsales Classic. With this workflow, whenever a new or updated contact is detected in Capsule CRM, a note will be added to the corresponding sales account in Freshsales Classic. Save time and ensure accuracy when maintaining your contact data across both platforms with this seamless automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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