Add note to contact in Freshsales when card is moved in Pipefy
Add note to contact in Freshsales when card is moved in Pipefy
Add notes to your contacts in Freshsales Classic when a card is moved to the paid phase in Pipefy. This keeps your records updated and improves communication, ensuring faster onboarding and clearer reporting.
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Overview
Add notes to your contacts in Freshsales Classic when a card is moved to the paid phase in Pipefy. This keeps your records updated and improves communication, ensuring faster onboarding and clearer reporting.