Initiate Klenty cadences for new Wealthbox CRM contacts
Effortlessly keep your customer outreach organized with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will begin a cadence in Klenty to streamline your engagement process. Stay on top of your sales efforts and ensure timely follow-ups with each new contact, all while saving time and boosting productivity.
Effortlessly keep your customer outreach organized with this efficient workflow. When you add a new contact in Wealthbox CRM, this automation will begin a cadence in Klenty to streamline your engagement process. Stay on top of your sales efforts and ensure timely follow-ups with each new contact, all while saving time and boosting productivity.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Cadence
Triggers when a cadence is started in Klenty.
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