Create messages in Podium for new contacts in Wealthbox CRM
Effortlessly engage with new contacts in your Wealthbox CRM by sending them a personalized message through Podium. With this workflow, as soon as a new contact is added in Wealthbox CRM, a message will be sent to them using Podium. Strengthen your customer relationships instantly and boost your communication efficiency with this seamless automation.
Effortlessly engage with new contacts in your Wealthbox CRM by sending them a personalized message through Podium. With this workflow, as soon as a new contact is added in Wealthbox CRM, a message will be sent to them using Podium. Strengthen your customer relationships instantly and boost your communication efficiency with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Message
Send a Message.
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