Update and email Wealthbox CRM contacts via Gmail
Keep your email communications up-to-date when changes occur in your Wealthbox CRM contacts. This integration enables Wealthbox users to send an email through Gmail every time a contact gets updated. No longer worry about missing important changes, and foster stronger relationships with your clients with efficient correspondence. Experience a seamless blend of email marketing and customer relationship management.
Keep your email communications up-to-date when changes occur in your Wealthbox CRM contacts. This integration enables Wealthbox users to send an email through Gmail every time a contact gets updated. No longer worry about missing important changes, and foster stronger relationships with your clients with efficient correspondence. Experience a seamless blend of email marketing and customer relationship management.
- When this happens...Contact Updated
Triggers when an existing contact is updated.
- automatically do this!Send Email
Triggers when a new email appears in the specified mailbox.
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