Create notes in Freshsales Suite for new Clio contacts
Effortlessly keep track of your new contacts from Clio by creating a seamless workflow to add notes in Freshsales Suite. When a new contact is added in Clio, this automation will simultaneously create a note associated with that contact in Freshsales Suite. Stay organized and up-to-date with relevant information, ensuring a smooth sales process and stronger client relationships.
Effortlessly keep track of your new contacts from Clio by creating a seamless workflow to add notes in Freshsales Suite. When a new contact is added in Clio, this automation will simultaneously create a note associated with that contact in Freshsales Suite. Stay organized and up-to-date with relevant information, ensuring a smooth sales process and stronger client relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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