Mailchimp + Wealthbox CRM

Add new subscribers from Mailchimp to Wealthbox CRM as contacts

Boost your client management efficiency with this workflow. When you gain a new subscriber in Mailchimp, it instantly creates a contact in Wealthbox CRM. This automation streamlines your process, saving you the time and effort of manual data entry and ensuring that your customer relationship management system is always up-to-date with your latest subscribers.

Boost your client management efficiency with this workflow. When you gain a new subscriber in Mailchimp, it instantly creates a contact in Wealthbox CRM. This automation streamlines your process, saving you the time and effort of manual data entry and ensuring that your customer relationship management system is always up-to-date with your latest subscribers.

  1. When this happens...
    MailchimpMailchimp
    New Subscriber in Segment or Tag

    Triggers when a subscriber is added to a segment or tag within an audience.

    TriggerScheduled
  2. automatically do this!
    Wealthbox CRMWealthbox CRM
    Create Contact

    Creates a new contact.

    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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