Create and send text messages to new Wealthbox CRM contacts with CM.com
Stay connected with new contacts by sending them a welcome text message using this automated workflow. When a new contact is added to your Wealthbox CRM, this automation will trigger the CM.com app to send a personalized SMS or push message to the contact. Strengthen your client relationships and save time with this convenient communication solution.
Stay connected with new contacts by sending them a welcome text message using this automated workflow. When a new contact is added to your Wealthbox CRM, this automation will trigger the CM.com app to send a personalized SMS or push message to the contact. Strengthen your client relationships and save time with this convenient communication solution.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Text (SMS/Push) Message
Sends an SMS or Push message to one or multiple people.
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