Send messages in Textline when new contacts are added to Wealthbox CRM
Stay connected with your clients by sending a message via Textline when a new contact is added in Wealthbox CRM. This seamless workflow helps you save time, foster better client relationships, and ensure each new contact receives a warm welcome message with minimal effort. Keep conversations personal and timely while never missing a new contact.
Stay connected with your clients by sending a message via Textline when a new contact is added in Wealthbox CRM. This seamless workflow helps you save time, foster better client relationships, and ensure each new contact receives a warm welcome message with minimal effort. Keep conversations personal and timely while never missing a new contact.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Message
Sends a new message to a contact.
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