Create and send emails in Microsoft Office 365 for new Wealthbox CRM contacts
Stay connected and engaged with your new contacts in Wealthbox CRM by sending them personalized emails with this seamless automation. Once set up, every time a new contact is added in Wealthbox CRM, an email will be sent to them via Microsoft Office 365. This workflow will ensure you never miss the opportunity to reach out to your valued contacts and consistently nurture those relationships.
Stay connected and engaged with your new contacts in Wealthbox CRM by sending them personalized emails with this seamless automation. Once set up, every time a new contact is added in Wealthbox CRM, an email will be sent to them via Microsoft Office 365. This workflow will ensure you never miss the opportunity to reach out to your valued contacts and consistently nurture those relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Email
Send an email from your Office 365 account.
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