Create draft emails in Microsoft Outlook for new contacts in Wealthbox CRM
Effortlessly stay connected with your new Wealthbox CRM contacts by having draft emails ready to go in Microsoft Outlook. With this workflow, each time a new contact is added to Wealthbox CRM, a personalized draft email will be created in your Microsoft Outlook account. Streamline your communication process and ensure timely follow-ups with this seamless automation.
Effortlessly stay connected with your new Wealthbox CRM contacts by having draft emails ready to go in Microsoft Outlook. With this workflow, each time a new contact is added to Wealthbox CRM, a personalized draft email will be created in your Microsoft Outlook account. Streamline your communication process and ensure timely follow-ups with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps