Freshsales Classic + Klaviyo
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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