Freshsales Classic + Zoho Campaigns
Create notes in Freshsales Classic sales accounts for new Zoho Campaigns contacts
Effortlessly maintain communication between your marketing and sales teams with this workflow that connects Zoho Campaigns and Freshsales Classic. When a new contact is added in Zoho Campaigns, a note is created in the corresponding sales account in Freshsales Classic. This automation helps your sales team stay organized and focused on closing deals, while reducing time spent on manual data transfers.
Effortlessly maintain communication between your marketing and sales teams with this workflow that connects Zoho Campaigns and Freshsales Classic. When a new contact is added in Zoho Campaigns, a note is created in the corresponding sales account in Freshsales Classic. This automation helps your sales team stay organized and focused on closing deals, while reducing time spent on manual data transfers.
- When this happens...New Contact
Triggers when a new contact is added to a mailing list.
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
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Select Mailing ListRequired
Try ItSelect Mailing ListRequired
Try ItTopic
Campaign NameRequired
SubjectRequired
Sender AddressRequired
Select Mailing List
Sender Name
CampaignRequired
Action
Select Mailing ListRequired
Try ItSelect a Campaign to CloneRequired
New Campaign NameRequired
Select Mailing ListRequired
Contact Email AddressRequired
Associate contacts with topics
Lawful basis
Select Mailing ListRequired
Contact Email AddressRequired
Move to Do-Not-Mail
