Freshsales Classic + Interact
Add notes to Freshsales Classic contacts for new Interact leads
Effortlessly keep track of new leads from Interact by adding a note to their corresponding contact in Freshsales Classic. With this workflow, each time a new lead is generated in Interact, a note will be created in Freshsales Classic, ensuring your sales team stays informed and up-to-date on potential clients. Improve communication and streamline lead management with this efficient automation.
Effortlessly keep track of new leads from Interact by adding a note to their corresponding contact in Freshsales Classic. With this workflow, each time a new lead is generated in Interact, a note will be created in Freshsales Classic, ensuring your sales team stays informed and up-to-date on potential clients. Improve communication and streamline lead management with this efficient automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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