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Freshsales Classic + Streak

Add notes to Freshsales Classic leads when Streak contacts are updated

Keep your Freshsales Classic leads up to date with the latest information from Streak by using this automated workflow. Whenever a contact is updated in Streak, a note will be added to the corresponding lead in Freshsales Classic, ensuring that your sales team always has the most recent details at their fingertips. Maintain accurate records and improve your lead nurturing process with this streamlined integration.

Keep your Freshsales Classic leads up to date with the latest information from Streak by using this automated workflow. Whenever a contact is updated in Streak, a note will be added to the corresponding lead in Freshsales Classic, ensuring that your sales team always has the most recent details at their fingertips. Maintain accurate records and improve your lead nurturing process with this streamlined integration.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

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

    Adds a note to a lead.

    ActionWrite
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Supported triggers and actions

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    • PipelineRequired

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    • Stage

    • Field

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    • PipelineRequired

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    • PipelineRequired

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    • Stage

    • PipelineRequired

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    • PipelineRequired

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    • Team KeyRequired

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    • TeamRequired

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    Instant
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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.
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Related categories

  • CRM (Customer Relationship Management)

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Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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