Create LionDesk campaigns for new Wealthbox CRM contacts
Effortlessly maintain your client relationships by streamlining your Wealthbox CRM and LionDesk communication. With this workflow, every time a new contact is added to Wealthbox CRM, a campaign will be started in LionDesk, ensuring your clients receive personalized messaging. This seamless process will save you time and keep your contacts engaged throughout your business interactions.
Effortlessly maintain your client relationships by streamlining your Wealthbox CRM and LionDesk communication. With this workflow, every time a new contact is added to Wealthbox CRM, a campaign will be started in LionDesk, ensuring your clients receive personalized messaging. This seamless process will save you time and keep your contacts engaged throughout your business interactions.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Campaign
Start an existing campaign for a contact.
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