Create and send egifts for new Wealthbox CRM contacts with Sendoso
Strengthen your relationships with new contacts in Wealthbox CRM by instantly sending them a thoughtful eGift using Sendoso. With this seamless workflow, every time you add a new contact to Wealthbox CRM, an eGift will be dispatched through Sendoso, making your clients feel valued and appreciated. Enhance your customer engagement and create lasting impressions effortlessly with this smart automation.
Strengthen your relationships with new contacts in Wealthbox CRM by instantly sending them a thoughtful eGift using Sendoso. With this seamless workflow, every time you add a new contact to Wealthbox CRM, an eGift will be dispatched through Sendoso, making your clients feel valued and appreciated. Enhance your customer engagement and create lasting impressions effortlessly with this smart automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send an eGift
Send an eGift from your Sendoso account.
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