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Freshsales Suite + Klipfolio

Add new Freshsales Suite contacts to Klipfolio data sources for seamless tracking

Stay organized and save time by instantly adding new contacts from your Freshsales Suite to Klipfolio data source with this automation. Once set up, whenever a new contact is created in Freshsales Suite, the information will be added to your Klipfolio data source, keeping your contact data updated and easily accessible. Streamline your data management and ensure you have the most up-to-date contact information at your fingertips.

Stay organized and save time by instantly adding new contacts from your Freshsales Suite to Klipfolio data source with this automation. Once set up, whenever a new contact is created in Freshsales Suite, the information will be added to your Klipfolio data source, keeping your contact data updated and easily accessible. Streamline your data management and ensure you have the most up-to-date contact information at your fingertips.

  1. When this happens...
    Freshsales SuiteFreshsales Suite
    TriggerScheduled
  2. automatically do this!
    KlipfolioKlipfolio
    Update Data Source

    Replace data in a data source in Klipfolio.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Filter NameRequired

    Trigger
    Scheduled
    Try It

    • Select ModuleRequired

    • Unique IdentifierRequired

    • File NameRequired

    • File PathRequired

    • Share with team

    Action
    Write
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
klipfolio logo
klipfolio logo

About Klipfolio

Klipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.

Related categories