Add notes to Freshsales Classic sales accounts for new Klaviyo events
Keep track of new events in Klaviyo by instantly adding notes to the relevant sales accounts in Freshsales Classic. This workflow helps you stay organized, ensuring important event information is always available within your CRM. Simply set up this automation, and whenever a new event occurs in Klaviyo, a note will be created in Freshsales Classic, keeping your sales team informed and up-to-date.
Keep track of new events in Klaviyo by instantly adding notes to the relevant sales accounts in Freshsales Classic. This workflow helps you stay organized, ensuring important event information is always available within your CRM. Simply set up this automation, and whenever a new event occurs in Klaviyo, a note will be created in Freshsales Classic, keeping your sales team informed and up-to-date.
- When this happens...New Event
Triggers on a new event. Optional filtering by metric.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired