Freshsales Classic + Redtail CRM
Create notes for new Redtail CRM activities in Freshsales Classic leads
Effortlessly keep your sales team in the loop with this Redtail CRM and Freshsales Classic workflow. Whenever a new activity is created in Redtail CRM, a note will be added to the corresponding lead in Freshsales Classic. With this seamless connection, you can ensure that important information is easily accessible and up-to-date for your sales team.
Effortlessly keep your sales team in the loop with this Redtail CRM and Freshsales Classic workflow. Whenever a new activity is created in Redtail CRM, a note will be added to the corresponding lead in Freshsales Classic. With this seamless connection, you can ensure that important information is easily accessible and up-to-date for your sales team.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Note to Lead
Adds a note to a lead.
- Free forever for core features
- 14 day trial for premium features & apps
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
