Add notes to Freshsales Suite contacts for new leads in Microsoft Dynamics 365 CRM
Effortlessly keep track of new leads from Microsoft Dynamics 365 CRM by automatically adding a note to the corresponding contact in Freshsales Suite. With this workflow, every time a new lead is created in Microsoft Dynamics 365 CRM, a note will be added to the related contact in Freshsales Suite, ensuring all essential information is readily available for your sales team to promptly follow up. Stay organized and never miss a potential opportunity with this seamless automation.
Effortlessly keep track of new leads from Microsoft Dynamics 365 CRM by automatically adding a note to the corresponding contact in Freshsales Suite. With this workflow, every time a new lead is created in Microsoft Dynamics 365 CRM, a note will be added to the related contact in Freshsales Suite, ensuring all essential information is readily available for your sales team to promptly follow up. Stay organized and never miss a potential opportunity with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Note to Contact
Adds a note to a contact.
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