Freshsales Suite + Read AI
Update contacts in Freshsales Suite when new meeting notes are added in Read AI
When a new set of meeting notes is created in Read AI, it's crucial to keep your sales contacts updated. With this workflow, your contacts in Freshsales Suite are instantly updated, ensuring important information from your meetings is readily available. This process not only enhances communication but also boosts efficiency, saving valuable time in your sales process.
When a new set of meeting notes is created in Read AI, it's crucial to keep your sales contacts updated. With this workflow, your contacts in Freshsales Suite are instantly updated, ensuring important information from your meetings is readily available. This process not only enhances communication but also boosts efficiency, saving valuable time in your sales process.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Update Contact
Updates an existing contact.
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