Tag new clients in Wealthbox CRM based on workflow completions, and add to Kit subscriber list
Tag new clients in Wealthbox CRM based on workflow completions, and add to Kit subscriber list
Tag new clients in your subscriber list based on their completed workflows in Wealthbox CRM. This ensures targeted communication and richer engagement, enhancing your marketing efforts.
Workflow preview:
Zap details:
Overview
Tag new clients in your subscriber list based on their completed workflows in Wealthbox CRM. This ensures targeted communication and richer engagement, enhancing your marketing efforts.