Create Twist threads for new Wealthbox CRM contacts
Stay on top of your client communication by connecting Wealthbox CRM to Twist. With this workflow, whenever you add a new contact in Wealthbox CRM, a thread will be created in Twist, helping you keep track of important client details and collaboration with team members. Enhance efficiency and ensure that nothing slips through the cracks with this time-saving automation.
Stay on top of your client communication by connecting Wealthbox CRM to Twist. With this workflow, whenever you add a new contact in Wealthbox CRM, a thread will be created in Twist, helping you keep track of important client details and collaboration with team members. Enhance efficiency and ensure that nothing slips through the cracks with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Post Thread
Post a thread to a channel you choose.
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