Create tasks in Wealthbox CRM for new Delighted responses
Keep track of customer feedback and instantly create tasks in your CRM with this efficient workflow. When a new response is received in Delighted, a task will be generated in Wealthbox CRM to ensure you never miss following up on valuable insights. Strengthen client relationships and enhance productivity with this smooth automation process.
Keep track of customer feedback and instantly create tasks in your CRM with this efficient workflow. When a new response is received in Delighted, a task will be generated in Wealthbox CRM to ensure you never miss following up on valuable insights. Strengthen client relationships and enhance productivity with this smooth automation process.
- When this happens...New Response
Triggers when a new response is received in this Delighted Project.
- automatically do this!Create Task
Creates a new task.
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New Response
Triggers when a new response is received in this Delighted Project.
Try ItPerson ID
EmailRequired
Phone Number
Name
Properties
EmailRequired
Name
Last Sent At
Person ID
Email
Phone Number
New Unsubscribe
Triggers when a person unsubscribes from Delighted surveys.
Try ItPerson ID
Email
Phone NumberRequired
Name
Properties
Person IDRequired
Created At
ScoreRequired
Comment
Properties
Person ID
Email
Phone Number