Create or update contact in Wealthbox CRM and log note from new SMS in RingCentral
Create or update contact in Wealthbox CRM and log note from new SMS in RingCentral
Log communication records by sending new SMS/MMS from RingCentral to Wealthbox CRM. Create or update contacts and add notes to ensure all interactions are maintained and easily accessible for better customer engagement.
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Overview
Log communication records by sending new SMS/MMS from RingCentral to Wealthbox CRM. Create or update contacts and add notes to ensure all interactions are maintained and easily accessible for better customer engagement.