Add new Wealthbox CRM contacts as campaign recipients in Autoklose
Effortlessly maintain your campaign recipient lists with this convenient workflow between Wealthbox CRM and Autoklose. Whenever you add a new contact in Wealthbox CRM, the automation will immediately add them as a campaign recipient in Autoklose, saving you time and ensuring no one is left out of your outreach efforts. Keep your campaigns up-to-date without manual work and focus on nurturing relationships with your contacts.
Effortlessly maintain your campaign recipient lists with this convenient workflow between Wealthbox CRM and Autoklose. Whenever you add a new contact in Wealthbox CRM, the automation will immediately add them as a campaign recipient in Autoklose, saving you time and ensuring no one is left out of your outreach efforts. Keep your campaigns up-to-date without manual work and focus on nurturing relationships with your contacts.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Campaign Recipient
Adds a campaign recipient.
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