Mailchimp + Wealthbox CRM

Create Wealthbox CRM notes for new Mailchimp unsubscribers

Stay informed about your unsubscribers and take swift action with this efficient workflow. Whenever someone unsubscribes from your Mailchimp list, a note will be created in Wealthbox CRM to keep track of the contact update. This way, you can easily manage your subscribers and ensure your CRM reflects the most accurate information.

Stay informed about your unsubscribers and take swift action with this efficient workflow. Whenever someone unsubscribes from your Mailchimp list, a note will be created in Wealthbox CRM to keep track of the contact update. This way, you can easily manage your subscribers and ensure your CRM reflects the most accurate information.

  1. When this happens...
    MailchimpMailchimp
    New Unsubscriber

    Triggers when any current subscriber unsubscribes from an audience.

    TriggerInstant
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Audience

    • Status

    Trigger
    Scheduled
    Try It
    • Audience

    • LinkRequired

    • Track all links clicks

    Trigger
    Scheduled
    Try It
    • StoreRequired

    Trigger
    Scheduled
    Try It
    • Store

    Trigger
    Scheduled
    Try It
    • Audience

    • Trigger each time a subscriber opens an email

    Trigger
    Scheduled
    Try It
  • Mailchimp triggers, actions, and search

    New Audience

    Triggers when a new audience is added to your MailChimp accounts.

    Trigger
    Scheduled
    Try It
    • AudienceRequired

    • Note About Samples

    Trigger
    Instant
    Try It
    • AudienceRequired

    Trigger
    Instant
    Try It
mailchimp logo
mailchimp logo

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.
Learn moreHelp

Related categories

  • Email Newsletters

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wealthbox logo
wealthbox logo

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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