Create and send Thankster cards for new Wealthbox CRM contacts
Effortlessly nurture your professional relationships with this efficient workflow. Whenever a new contact is added to Wealthbox CRM, a personalized card will be created and sent through Thankster, ensuring your connections feel valued and appreciated without any manual work. Strengthen your network and save time with this seamless automation.
Effortlessly nurture your professional relationships with this efficient workflow. Whenever a new contact is added to Wealthbox CRM, a personalized card will be created and sent through Thankster, ensuring your connections feel valued and appreciated without any manual work. Strengthen your network and save time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Cards
Automatically send handwritten cards.
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