Create and send cards or mailers in ZenDirect when new contacts are added in Wealthbox CRM
Streamline your client onboarding process with this workflow that connects Wealthbox CRM and ZenDirect. Every time you add a new contact in Wealthbox CRM, a card or mailer will be sent to them through ZenDirect. This automation not only saves time but also ensures a consistent and personalized experience for your new clients.
Streamline your client onboarding process with this workflow that connects Wealthbox CRM and ZenDirect. Every time you add a new contact in Wealthbox CRM, a card or mailer will be sent to them through ZenDirect. This automation not only saves time but also ensures a consistent and personalized experience for your new clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Card or Mailer
Sends personalized greeting cards, postcards or other mailers with optional gifts.
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