Create and send emails in SendGrid for new Wealthbox CRM contacts
Effortlessly stay connected with your new contacts by sending personalized emails through SendGrid whenever a new contact is added to your Wealthbox CRM. This automation helps you save time, ensure prompt communication, and build stronger relationships with your clients. Simply set up this workflow, and watch as your new contacts receive timely, tailored emails directly from your SendGrid account.
Effortlessly stay connected with your new contacts by sending personalized emails through SendGrid whenever a new contact is added to your Wealthbox CRM. This automation helps you save time, ensure prompt communication, and build stronger relationships with your clients. Simply set up this workflow, and watch as your new contacts receive timely, tailored emails directly from your SendGrid account.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Email
Send an email to one or more recipients.
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