Create notes in Freshsales Classic for new contacts in Microsoft Dynamics 365 CRM
Effortlessly keep your sales team updated with this handy workflow that connects Microsoft Dynamics 365 CRM to Freshsales Classic. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will quickly create a note for the related sales account in Freshsales Classic. Stay organized and ensure important information is easily accessible for your sales team without any manual effort.
Effortlessly keep your sales team updated with this handy workflow that connects Microsoft Dynamics 365 CRM to Freshsales Classic. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will quickly create a note for the related sales account in Freshsales Classic. Stay organized and ensure important information is easily accessible for your sales team without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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