Create passes in Engage by Cell Pass for new Wealthbox CRM contacts
Effortlessly generate and manage passes for your new contacts in Wealthbox CRM by automating the process with this convenient workflow. As soon as you add a new contact in Wealthbox CRM, it instantly triggers the Generate Pass action in the Engage by Cell Pass app, ensuring timely and seamless engagement with your contacts. Stay organized and on top of your client outreach with this efficient automation.
Effortlessly generate and manage passes for your new contacts in Wealthbox CRM by automating the process with this convenient workflow. As soon as you add a new contact in Wealthbox CRM, it instantly triggers the Generate Pass action in the Engage by Cell Pass app, ensuring timely and seamless engagement with your contacts. Stay organized and on top of your client outreach with this efficient automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Generate Pass
Generate a Pass
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