Freshsales Suite + Interact
Add notes to Freshsales Suite contacts when new Interact leads are created
Effortlessly manage your new leads in Interact by automatically adding notes to their associated contacts in Freshsales Suite. With this convenient workflow, whenever you get a new lead in Interact, a note will be added to the corresponding contact in Freshsales Suite, ensuring that all pertinent information is easily accessible and organized. Save time and streamline your lead management process with this seamless automation.
Effortlessly manage your new leads in Interact by automatically adding notes to their associated contacts in Freshsales Suite. With this convenient workflow, whenever you get a new lead in Interact, a note will be added to the corresponding contact in Freshsales Suite, ensuring that all pertinent information is easily accessible and organized. Save time and streamline your lead management process with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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