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Freshsales Classic + OptinMonster

Add notes to Freshsales Classic contacts for new OptinMonster leads

Effortlessly keep track of new leads from OptinMonster by adding notes to their corresponding contacts in Freshsales Classic with this automation. Once set up, each time a new lead is captured in OptinMonster, a note will be added to the contact in Freshsales Classic, ensuring you have all the relevant information at hand. Stay organized and save time with this seamless workflow that helps you manage and nurture your leads effectively.

Effortlessly keep track of new leads from OptinMonster by adding notes to their corresponding contacts in Freshsales Classic with this automation. Once set up, each time a new lead is captured in OptinMonster, a note will be added to the contact in Freshsales Classic, ensuring you have all the relevant information at hand. Stay organized and save time with this seamless workflow that helps you manage and nurture your leads effectively.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    Freshsales ClassicFreshsales Classic
    Add Note to Contact

    Adds a note to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    Trigger
    Instant
    Try It
    • Update ByRequired

    • Enter Email / Contact IDRequired

    • NoteRequired

    Action
    Write
  • Freshsales Classic triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Scheduled
    Try It
    • Update ByRequired

    • Enter Name / Deal IDRequired

    • NoteRequired

    Action
    Write
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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optinmonster logo
optinmonster logo

About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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