Freshsales Classic + Paperless Forms
Create notes in Freshsales Classic for new Paperless Forms entries
Effortlessly manage your leads with this Paperless Forms to Freshsales Classic integration. When a new entry is submitted in Paperless Forms, this workflow automatically creates a note within the corresponding Freshsales Classic contact record. It's an easy way to streamline your data capture process and keep your sales team updated on the latest customer interactions.
Effortlessly manage your leads with this Paperless Forms to Freshsales Classic integration. When a new entry is submitted in Paperless Forms, this workflow automatically creates a note within the corresponding Freshsales Classic contact record. It's an easy way to streamline your data capture process and keep your sales team updated on the latest customer interactions.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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