Create and send Quickpages for new Wealthbox CRM contacts
Easily stay connected with your new contacts in Wealthbox CRM by sending them a Quickpage right away. With this automation, every time you add a new contact in Wealthbox CRM, a personalized Quickpage will be sent to them, keeping the conversation going and making an impression. Save time and make a lasting impact with this efficient workflow.
Easily stay connected with your new contacts in Wealthbox CRM by sending them a Quickpage right away. With this automation, every time you add a new contact in Wealthbox CRM, a personalized Quickpage will be sent to them, keeping the conversation going and making an impression. Save time and make a lasting impact with this efficient workflow.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Quickpage
Sends a Quickpage. If contact details don't exist inside your Quickpage account a new contact will be created with the details.
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