Freshsales Suite + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerPolling
  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

freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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