Notify email when new SMS is received from RingCentral, find contact in Wealthbox CRM, and send email

Notify your team when a new SMS is received in RingCentral by finding the relevant contact in Wealthbox CRM and sending an email with the details. This ensures timely responses and improved customer engagement.

Notify email when new SMS is received from RingCentral, find contact in Wealthbox CRM, and send email

Workflow preview:

Zap details:

Overview

Notify your team when a new SMS is received in RingCentral by finding the relevant contact in Wealthbox CRM and sending an email with the details. This ensures timely responses and improved customer engagement.

Notify email when new SMS is received from RingCentral, find contact in Wealthbox CRM, and send email