Freshsales Classic + Redtail CRM
Create notes in Freshsales Classic sales accounts for new Redtail CRM activities
Boost your sales productivity with this seamless workflow between Redtail CRM and Freshsales Classic. When a new activity is created in Redtail CRM, a note will be added to the corresponding sales account in Freshsales Classic. This automation ensures that your sales team stays updated with relevant information and can focus on closing deals without the hassle of manual data entry.
Boost your sales productivity with this seamless workflow between Redtail CRM and Freshsales Classic. When a new activity is created in Redtail CRM, a note will be added to the corresponding sales account in Freshsales Classic. This automation ensures that your sales team stays updated with relevant information and can focus on closing deals without the hassle of manual data entry.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
