Freshsales Suite + SimplyNoted
Create and send custom cards in SimplyNoted for new contacts in Freshsales Suite
Create a personalized connection with your new contacts in Freshsales Suite by sending them a custom card from SimplyNoted. This workflow automates the process, so every time you add a new contact in Freshsales Suite, a custom card will be sent to them through SimplyNoted, helping you build strong relationships with your clients while saving time on manual tasks.
Create a personalized connection with your new contacts in Freshsales Suite by sending them a custom card from SimplyNoted. This workflow automates the process, so every time you add a new contact in Freshsales Suite, a custom card will be sent to them through SimplyNoted, helping you build strong relationships with your clients while saving time on manual tasks.
- When this happens...New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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