Create SoTellUs review invites for new Wealthbox CRM contacts
Easily gather client reviews with this seamless automation between Wealthbox CRM and SoTellUs. When a new contact is added in Wealthbox CRM, this workflow will create an invite for them to leave a review on SoTellUs, saving you time and encouraging valuable feedback from clients. Enhance your online reputation and streamline your review collection process with this efficient integration.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create Invite to ReviewCreate a new Invitation to Review
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More things you can do with Wealthbox CRM and SoTellUs
Discover other triggers and actions you can use with Wealthbox CRM and SoTellUs
- New Comment
Triggers when a new comment is created.
Try ItTriggerInstant - Plan Limitation
Try ItTriggerInstant- New Note
Triggers when a new note is created.
Try ItTriggerInstant - New Project
Triggers when a new project is created.
Try ItTriggerInstant
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Event
Triggers when a new event is created.
Try ItTriggerInstant - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Try ItTriggerInstant




