Mailchimp + Wealthbox CRM
Add tags to Mailchimp when new contacts are created in Wealthbox CRM
Effortlessly organize your contacts with this convenient workflow between Wealthbox CRM and Mailchimp. When you add a new contact in Wealthbox CRM, a tag will be created in Mailchimp, making it simple to manage and segment your audience. Save time and streamline your contact management process with this seamless automation.
Effortlessly organize your contacts with this convenient workflow between Wealthbox CRM and Mailchimp. When you add a new contact in Wealthbox CRM, a tag will be created in Mailchimp, making it simple to manage and segment your audience. Save time and streamline your contact management process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Tag
Creates a new tag.
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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.
