Send a message in SimpleTexting for new events in Wealthbox CRM
Stay on top of your client relationships with this smooth transition between Wealthbox CRM and SimpleTexting. As soon as a new event is logged in Wealthbox CRM, a message is instantly sent through SimpleTexting. This efficient workflow helps you maintain customer relationships, ensure timely communication, and improve your overall CRM practices.
Stay on top of your client relationships with this smooth transition between Wealthbox CRM and SimpleTexting. As soon as a new event is logged in Wealthbox CRM, a message is instantly sent through SimpleTexting. This efficient workflow helps you maintain customer relationships, ensure timely communication, and improve your overall CRM practices.
- When this happens...New Event
Triggers when a new event is created.
- automatically do this!Send a Message
Sends either an MMS or SMS message to a contact.
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