Create messages in Postscript when new contacts are added to Wealthbox CRM
Stay connected with your clients by instantly sending tailored SMS messages via Postscript when a new contact is added to your Wealthbox CRM. This seamless workflow ensures that your clients receive a warm welcome and essential information right from the start, enhancing their experience with your business and saving you time on manual messaging.
Stay connected with your clients by instantly sending tailored SMS messages via Postscript when a new contact is added to your Wealthbox CRM. This seamless workflow ensures that your clients receive a warm welcome and essential information right from the start, enhancing their experience with your business and saving you time on manual messaging.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Message
Sends a Message to a Subscriber.
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