Create codes for new Wealthbox CRM contacts with Coupon Carrier
Easily reward your new Wealthbox CRM contacts with a special discount by using this automation workflow. As soon as a new contact is added in Wealthbox CRM, a unique coupon code will be assigned to them through the Coupon Carrier app. Strengthen your customer relationships and encourage loyalty by offering exclusive perks to your valued clients.
Easily reward your new Wealthbox CRM contacts with a special discount by using this automation workflow. As soon as a new contact is added in Wealthbox CRM, a unique coupon code will be assigned to them through the Coupon Carrier app. Strengthen your customer relationships and encourage loyalty by offering exclusive perks to your valued clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Assign a Code
Picks and returns a code from a specified code list for a unique user.
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