Delighted + Wealthbox CRM
Create notes in Wealthbox CRM for new Delighted responses
Easily track customer feedback by connecting Delighted and Wealthbox CRM with this seamless workflow. When a new response is received in Delighted, a note is instantly created in Wealthbox CRM, keeping your team updated on customer insights and satisfaction. This automation streamlines the process, saving you time and ensuring consistent documentation of valuable feedback.
Easily track customer feedback by connecting Delighted and Wealthbox CRM with this seamless workflow. When a new response is received in Delighted, a note is instantly created in Wealthbox CRM, keeping your team updated on customer insights and satisfaction. This automation streamlines the process, saving you time and ensuring consistent documentation of valuable feedback.
- When this happens...New Response
Triggers when a new response is received in this Delighted Project.
- automatically do this!Create Note
Creates a new note.
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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
