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Freshsales Suite + Streak

Update Freshsales Suite contacts with notes when Streak contacts are updated

Keep your Streak contacts up-to-date in Freshsales Suite by automatically adding notes when their information changes. With this workflow, whenever a contact is updated in Streak, a note will be added to the corresponding contact in Freshsales Suite. Stay organized and ensure your sales team has the most recent information for each contact, streamlining your customer management process.

Keep your Streak contacts up-to-date in Freshsales Suite by automatically adding notes when their information changes. With this workflow, whenever a contact is updated in Streak, a note will be added to the corresponding contact in Freshsales Suite. Stay organized and ensure your sales team has the most recent information for each contact, streamlining your customer management process.

  1. When this happens...
    StreakStreak
    Updated Contact

    Triggered when a contact is updated.

    TriggerInstant
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Add Note to Contact

    Adds a note to a contact.

    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

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    • PipelineRequired

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    • Team KeyRequired

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    • TeamRequired

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About Freshsales Suite

Freshsales Suite 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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About Streak

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

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