Send postcards with thanks.io for new contacts in Wealthbox CRM
Effortlessly nurture your client relationships with this seamless workflow between Wealthbox CRM and thanks.io. When a new contact is added in Wealthbox CRM, a personalized postcard will be sent to them through thanks.io, ensuring a warm welcome and helping you build a strong connection. Save time and create lasting impressions with this simple yet effective automation.
Effortlessly nurture your client relationships with this seamless workflow between Wealthbox CRM and thanks.io. When a new contact is added in Wealthbox CRM, a personalized postcard will be sent to them through thanks.io, ensuring a warm welcome and helping you build a strong connection. Save time and create lasting impressions with this simple yet effective automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Postcard
Sends a postcard to a customer using the provided template ID or a body, as well as contact and address information.
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