Freshsales Classic + GoCanvas
Add notes to Freshsales Classic contacts for new GoCanvas submissions
Save time and streamline your workflow by connecting GoCanvas and Freshsales Classic. With this automation, whenever a new submission is received in GoCanvas, a note will be added to the corresponding contact in Freshsales Classic. This ensures that important information from GoCanvas submissions is easily accessible in your CRM, keeping your team organized and up-to-date on your contacts.
Save time and streamline your workflow by connecting GoCanvas and Freshsales Classic. With this automation, whenever a new submission is received in GoCanvas, a note will be added to the corresponding contact in Freshsales Classic. This ensures that important information from GoCanvas submissions is easily accessible in your CRM, keeping your team organized and up-to-date on your contacts.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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