Initiate Triggre automation flows for new contacts in Wealthbox CRM
Easily streamline your customer management process with this intuitive CRM automation. When a new contact is added to Wealthbox CRM, this workflow initiates the Start Triggre Automation Flow in the Triggre app, allowing for efficient tracking and handling of contacts. Stay organized and save time by automating your contact management tasks with this seamless integration.
Easily streamline your customer management process with this intuitive CRM automation. When a new contact is added to Wealthbox CRM, this workflow initiates the Start Triggre Automation Flow in the Triggre app, allowing for efficient tracking and handling of contacts. Stay organized and save time by automating your contact management tasks with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Start Triggre Automation Flow
Starts an automation flow in your Triggre application.
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