Send PenPals handwritten cards to new Wealthbox CRM contacts
Don't miss the opportunity to create meaningful first impressions that stand out in a crowded market. This Zap automatically sends personalized handwritten thank you cards via PenPals whenever a new contact is added to your Wealthbox CRM. Build stronger client relationships from day one, without the writer's cramp.
Don't miss the opportunity to create meaningful first impressions that stand out in a crowded market. This Zap automatically sends personalized handwritten thank you cards via PenPals whenever a new contact is added to your Wealthbox CRM. Build stronger client relationships from day one, without the writer's cramp.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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