Create Microsoft Teams channels for new Wealthbox CRM contacts
Stay organized and improve collaboration with this convenient workflow that connects Wealthbox CRM and Microsoft Teams. When a new contact is added in Wealthbox CRM, a dedicated channel will be created in Microsoft Teams, ensuring your team has a designated space to discuss and manage the relationship. Keep your team informed and maintain efficient communication with this seamless automation.
Stay organized and improve collaboration with this convenient workflow that connects Wealthbox CRM and Microsoft Teams. When a new contact is added in Wealthbox CRM, a dedicated channel will be created in Microsoft Teams, ensuring your team has a designated space to discuss and manage the relationship. Keep your team informed and maintain efficient communication with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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