Add notes to Freshsales Classic sales accounts when new activities occur in Clio
Efficiently manage your client interactions with this Clio and Freshsales Classic workflow. When new activities are logged in Clio, a note will be added to the corresponding sales account in Freshsales Classic, ensuring your sales team has all the relevant information at their fingertips. This automation makes it easy to keep track of client communication and streamlines the task of updating sales accounts.
Efficiently manage your client interactions with this Clio and Freshsales Classic workflow. When new activities are logged in Clio, a note will be added to the corresponding sales account in Freshsales Classic, ensuring your sales team has all the relevant information at their fingertips. This automation makes it easy to keep track of client communication and streamlines the task of updating sales accounts.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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