Capture client uploads, search for contacts, filter matches, and update contact information in Freshsales
Capture client uploads, search for contacts, filter matches, and update contact information in Freshsales
Capture new client uploads with Heyflow, search for existing contacts in Freshsales Suite, filter based on email matches, and update contact information with relevant documents. Achieve faster processing and improved data accuracy.
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Overview
Capture new client uploads with Heyflow, search for existing contacts in Freshsales Suite, filter based on email matches, and update contact information with relevant documents. Achieve faster processing and improved data accuracy.