Initiate TextSanity keywords for new Wealthbox CRM contacts
Easily connect Wealthbox CRM and TextSanity with this workflow to streamline your client engagement process. When a new contact is added in Wealthbox CRM, the automation initiates a keyword action in TextSanity, ensuring your marketing and communication efforts stay consistent and targeted. Save time and enhance your customer relationship management with this efficient automation.
Easily connect Wealthbox CRM and TextSanity with this workflow to streamline your client engagement process. When a new contact is added in Wealthbox CRM, the automation initiates a keyword action in TextSanity, ensuring your marketing and communication efforts stay consistent and targeted. Save time and enhance your customer relationship management with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Initiate Keyword
Initiates a specific keyword campaign that is already defined in your TextSanity account.
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