Send surveys to new Wealthbox CRM contacts with SurveyMonkey
Effortlessly gather valuable feedback from your new contacts in Wealthbox CRM by sending them a SurveyMonkey survey. With this workflow, each time you add a new contact in Wealthbox CRM, a survey will be sent to their email using SurveyMonkey. Stay engaged with your clients and collect insights easily, giving you more time to focus on growing your business.
Effortlessly gather valuable feedback from your new contacts in Wealthbox CRM by sending them a SurveyMonkey survey. With this workflow, each time you add a new contact in Wealthbox CRM, a survey will be sent to their email using SurveyMonkey. Stay engaged with your clients and collect insights easily, giving you more time to focus on growing your business.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Survey
Send a survey invitation to one or more contacts and/or emails.
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