Initiate workflows in Instiller for new contacts in Wealthbox CRM
Efficiently manage your contacts in Wealthbox CRM and boost your email marketing efforts with this automation. When you add a new contact in Wealthbox CRM, this workflow will seamlessly trigger a workflow in the Instiller app. Save time and effort while ensuring your email campaigns are always up-to-date with the latest contact information.
Efficiently manage your contacts in Wealthbox CRM and boost your email marketing efforts with this automation. When you add a new contact in Wealthbox CRM, this workflow will seamlessly trigger a workflow in the Instiller app. Save time and effort while ensuring your email campaigns are always up-to-date with the latest contact information.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Trigger Workflow
Triggers a Workflow for a single User.
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