Update a contact in Freshsales when a GetAccept document is opened
When this happensStep 1: Document Viewed
Then do thisStep 2: Update Contact
Stop updating your Freshsales contacts manually! Automatically update a contact when a GetAccept document is opened.
Note: Only opened documents sent by the authenticated user in GetAccept will update the Freshsales contacts.
How this GetAccept-Freshsales integration works
- A GetAccept document is opened by a recipient
- Freshsales contact connected to the recipient email is updated