Create drafts in Zoho Mail for new contacts in Wealthbox CRM
Efficiently manage new contacts in your Wealthbox CRM and organize your emails with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation creates a draft email in Zoho Mail, enabling you to promptly follow up and maintain smooth communication. Save time on manual tasks and streamline your CRM and email management processes for improved customer engagement.
Efficiently manage new contacts in your Wealthbox CRM and organize your emails with this seamless workflow. When a new contact is added in Wealthbox CRM, this automation creates a draft email in Zoho Mail, enabling you to promptly follow up and maintain smooth communication. Save time on manual tasks and streamline your CRM and email management processes for improved customer engagement.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Draft
Create (but do not send) a new email message.
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