Create Flock channel messages for new Wealthbox CRM contacts
Stay informed on new contacts in your Wealthbox CRM by sharing updates on Flock. With this workflow, whenever you add a new contact in Wealthbox CRM, a message will be sent in your specified Flock channel, helping you keep your team updated and streamlining your communication process. Enhance collaboration and ensure everyone is in the loop with this efficient automation.
Stay informed on new contacts in your Wealthbox CRM by sharing updates on Flock. With this workflow, whenever you add a new contact in Wealthbox CRM, a message will be sent in your specified Flock channel, helping you keep your team updated and streamlining your communication process. Enhance collaboration and ensure everyone is in the loop with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Channel Message
Post a new message to a channel you choose.
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