Create new videos in Windsor when new contacts are added to Wealthbox CRM
Create personalized videos for your new Wealthbox CRM contacts instantly with this automation. Once set up, this workflow triggers whenever you add a new contact in Wealthbox CRM, and in response, generates a customized video for them using Windsor. Strengthen your client relationships and enhance user engagement with minimal effort by leveraging this seamless integration.
Create personalized videos for your new Wealthbox CRM contacts instantly with this automation. Once set up, this workflow triggers whenever you add a new contact in Wealthbox CRM, and in response, generates a customized video for them using Windsor. Strengthen your client relationships and enhance user engagement with minimal effort by leveraging this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Generate New Video
Schedules the creation of a new video on Windsor.
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