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Freshsales Classic + HubSpot

Create notes in Freshsales Classic for new HubSpot companies

Effortlessly maintain up-to-date records in your Freshsales Classic CRM with this HubSpot to Freshsales Classic automation. Whenever a new company is added in HubSpot, this workflow will create a note for the related sales account in Freshsales Classic, ensuring you always have the latest information at your fingertips. Boost your team's efficiency and keep your sales data consistently organized across platforms.

Effortlessly maintain up-to-date records in your Freshsales Classic CRM with this HubSpot to Freshsales Classic automation. Whenever a new company is added in HubSpot, this workflow will create a note for the related sales account in Freshsales Classic, ensuring you always have the latest information at your fingertips. Boost your team's efficiency and keep your sales data consistently organized across platforms.

  1. When this happens...
    HubSpotHubSpot
    New Company

    Triggers when new company is available.

    TriggerScheduled
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Add Note to Sales Account

    Adds a note to a sales account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Type of Custom ObjectRequired

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It
freshsales-classic logo
freshsales-classic logo

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.

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