Postscript + Wealthbox CRM
Add new Wealthbox CRM contacts to Postscript as subscribers
Effortlessly maintain your subscriber list by connecting Wealthbox CRM and Postscript. With this workflow, every time a new contact is added in Wealthbox CRM, a subscriber will be created in Postscript in real-time. This automation helps you save time and ensures that you're always reaching out to your latest contacts with targeted messaging.
Effortlessly maintain your subscriber list by connecting Wealthbox CRM and Postscript. With this workflow, every time a new contact is added in Wealthbox CRM, a subscriber will be created in Postscript in real-time. This automation helps you save time and ensures that you're always reaching out to your latest contacts with targeted messaging.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Subscriber
Creates a new Subscriber. Whenever you are collecting phone numbers to use for marketing purposes, like with Postscript, you need to do so compliantly. Make sure you include TCPA and CTIA-compliant language wherever you collect subscribers from. Please see our guide for more on compliance: https://bit.ly/3IJi77h.
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