Freshsales Suite + Surventrix
Assign new Surventrix surveyors and add notes to contacts in Freshsales Suite
Automate your workflows effortlessly with this Surventrix and Freshsales Suite collaboration. Whenever a surveyor is assigned in the Surventrix app, a corresponding note will be added to the related contact in the Freshsales Suite. This seamless integration streamlines your process, ensuring that all important updates are captured promptly in your sales suite, enhancing overall communication and efficiency.
Automate your workflows effortlessly with this Surventrix and Freshsales Suite collaboration. Whenever a surveyor is assigned in the Surventrix app, a corresponding note will be added to the related contact in the Freshsales Suite. This seamless integration streamlines your process, ensuring that all important updates are captured promptly in your sales suite, enhancing overall communication and efficiency.
- When this happens...Surveyor Assigned
Trigger when a surveyor is assigned.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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