Add notes to Freshsales Classic leads for new or updated Zoho CRM contacts
Keep your sales process smooth and efficient with this Zoho CRM to Freshsales Classic automation. Whenever a new or updated contact emerges in your Zoho CRM, this workflow will instantly add a note to the corresponding lead in Freshsales Classic. Now you can always stay on top of important details and maintain seamless communication across your sales team.
Keep your sales process smooth and efficient with this Zoho CRM to Freshsales Classic automation. Whenever a new or updated contact emerges in your Zoho CRM, this workflow will instantly add a note to the corresponding lead in Freshsales Classic. Now you can always stay on top of important details and maintain seamless communication across your sales team.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Add Note to Lead
Adds a note to a lead.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It