Fieldnotes + Freshsales Suite
Create or update Fieldnotes contacts from new Freshsales Suite contacts
Keep your contact information up-to-date in your Fieldnotes app by connecting it to Freshsales Suite. With this automation, contacts in Fieldnotes will be updated or added whenever a new contact is created in Freshsales Suite. Eliminate manual data entry and maintain consistent records across your CRM and project management tools, streamlining your workflow for better efficiency.
Keep your contact information up-to-date in your Fieldnotes app by connecting it to Freshsales Suite. With this automation, contacts in Fieldnotes will be updated or added whenever a new contact is created in Freshsales Suite. Eliminate manual data entry and maintain consistent records across your CRM and project management tools, streamlining your workflow for better efficiency.
- When this happens...Contact Updated
Triggers when a contact is updated and retrieves 1,000 records in a single polling.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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