Create notes for Freshsales Suite contacts from new Clio activities
Effortlessly keep track of your client interactions in Freshsales Suite with this Clio integration. When a new activity is logged in Clio, this workflow will create a note for the associated contact in Freshsales Suite, ensuring all important information is readily accessible. Stay organized and up-to-date with client communication across both platforms using this seamless automation.
Effortlessly keep track of your client interactions in Freshsales Suite with this Clio integration. When a new activity is logged in Clio, this workflow will create a note for the associated contact in Freshsales Suite, ensuring all important information is readily accessible. Stay organized and up-to-date with client communication across both platforms using this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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