Enrich by DryMerge + Timely
Create Follow-Up Tasks in Timely from CRM Notes
Never miss a follow-up by connecting your CRM notes to your task management tool. Whenever a new note is added in Enrich Leads, a corresponding follow-up task will be created in Timely, ensuring you stay on top of your interactions.
New CRM Note
Triggers when a new note is added in Enrich Leads.
Create Follow-Up Task
Creates a follow-up task in Timely tied to the CRM note.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create follow-up tasks in Timely from crm notes"
Create follow-up tasks in Timely from crm notes
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Enrich by DryMerge + Timely.
Enrich Lead Information
Enriches with lead information
Enrich Company Information
Enriches company information using external data sources
Prospect People
Prospects for potential individuals based on given criteria
Prospect Companies
Prospects for potential companies based on given criteria
New Project Created
Triggers when a new project is created in Timely
New Time Entry Created
Triggers when a new time entry is created in Timely
Project Updated
Triggers when an existing project is updated in Timely
Time Entry Updated
Triggers when an existing time entry is updated in Timely
New Client Created
Triggers when a new client is created in Timely
Client Updated
Triggers when an existing client is updated in Timely
New Task Created
Triggers when a new task is created in Timely
Task Updated
Triggers when an existing task is updated in Timely
App details
Enrich by DryMerge
Enrich your leads with additional context and insights. Automate lead enrichment by pulling in data from various sources and sync the enriched data with your CRM.
Timely
Timely is an automatic time tracking and scheduling tool. Capture all your work hours automatically, plan projects, and analyze team productivity to optimize resource allocation and improve profitability.
Related apps
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