Create ReviewInc contacts from new Wealthbox CRM contacts
Easily stay on top of your contact management by integrating Wealthbox CRM and ReviewInc. With this workflow, whenever a new contact is added in Wealthbox CRM, it will also be added to the Notify System in ReviewInc, saving you time and ensuring seamless communication. Streamline your customer relations process with this simple automation.
Easily stay on top of your contact management by integrating Wealthbox CRM and ReviewInc. With this workflow, whenever a new contact is added in Wealthbox CRM, it will also be added to the Notify System in ReviewInc, saving you time and ensuring seamless communication. Streamline your customer relations process with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add a Contact Into Notify System
For third party CRM’s that already have customer names, emails / SMS text numbers, it’s convenient to push the contacts into the Notify system to trigger the request review campaign message.
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