Create Wealthbox CRM notes from new Twilio sms messages
Stay on top of your client communication by instantly turning new incoming SMS messages in your Twilio account into detailed notes in Wealthbox CRM. With this workflow, whenever you receive a new SMS in Twilio, a note will be created for the corresponding contact in Wealthbox CRM, ensuring you keep track of all important messages and have easy access to the information when needed. Enhance your customer relationship management effortlessly with this seamless automation.
Stay on top of your client communication by instantly turning new incoming SMS messages in your Twilio account into detailed notes in Wealthbox CRM. With this workflow, whenever you receive a new SMS in Twilio, a note will be created for the corresponding contact in Wealthbox CRM, ensuring you keep track of all important messages and have easy access to the information when needed. Enhance your customer relationship management effortlessly with this seamless automation.
- When this happens...New SMS
Triggered when an SMS is sent to your Twilio number.
- automatically do this!Create Note
Creates a new note.
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New Phone Number
Triggered when you add a new phone number.
Try ItNew Recording
Triggered when a new recording is available on your account.
Try ItNew Transcription
Triggered when a new transcription is available on your account.
Try ItFrom NumberRequired
Alphanumeric Sender ID
To NumberRequired
MessageRequired
Media Url
Send Large Messages?