Mailchimp + Wealthbox CRM
Add new Mailchimp subscribers as contacts in Wealthbox CRM
Importing your subscribers regularly takes time that's better spent on more important work. Let Zapier handle those tedious tasks by setting up this Mailchimp-Wealthbox integration. It will then trigger with every new subscriber detected on Mailchimp, making sure it's added to Wealthbox CRM as well so you're never missing anyone.
Importing your subscribers regularly takes time that's better spent on more important work. Let Zapier handle those tedious tasks by setting up this Mailchimp-Wealthbox integration. It will then trigger with every new subscriber detected on Mailchimp, making sure it's added to Wealthbox CRM as well so you're never missing anyone.
- When this happens...New Subscriber
Triggers when a new subscriber is added to an audience.
- automatically do this!Create Contact
Creates a new contact.
- Free forever for core features
- 14 day trial for premium features & apps
About Mailchimp
Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.
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About Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
