Create notes for Freshsales Suite deals when new Clio contacts are added
Effortlessly keep track of new contacts and their associated deals with this Clio and Freshsales Suite automation. When a new contact is added in Clio, a note will be added to the corresponding deal in Freshsales Suite, ensuring all relevant information is up-to-date and easily accessible. Stay organized and save time on manual data entry with this streamlined workflow.
Effortlessly keep track of new contacts and their associated deals with this Clio and Freshsales Suite automation. When a new contact is added in Clio, a note will be added to the corresponding deal in Freshsales Suite, ensuring all relevant information is up-to-date and easily accessible. Stay organized and save time on manual data entry with this streamlined workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note to Deal
Adds a note to a deal.
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