Send chat messages in Microsoft Teams for new contacts in Wealthbox CRM
Stay informed about new contacts in Wealthbox CRM by sending chat messages in Microsoft Teams with this efficient workflow. When a new contact is added to Wealthbox CRM, a chat message will be sent in Microsoft Teams to keep your team in the loop. Boost team communication and easily share updates on potential clients or partners without any manual input!
Stay informed about new contacts in Wealthbox CRM by sending chat messages in Microsoft Teams with this efficient workflow. When a new contact is added to Wealthbox CRM, a chat message will be sent in Microsoft Teams to keep your team in the loop. Boost team communication and easily share updates on potential clients or partners without any manual input!
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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