Mailchimp + Wealthbox CRM

Add new Wealthbox CRM contacts to Mailchimp as tagged subscribers

Stay on top of your marketing strategy with this streamlined workflow. When you add a new contact in your Wealthbox CRM, it will trigger an immediate addition of this contact to a selected tag in your Mailchimp account. This ensures that your new Wealthbox CRM contacts are included in your Mailchimp marketing campaigns from the get-go. Simplifying your workload, this automation helps you maintain consistent communication with all your contacts.

Stay on top of your marketing strategy with this streamlined workflow. When you add a new contact in your Wealthbox CRM, it will trigger an immediate addition of this contact to a selected tag in your Mailchimp account. This ensures that your new Wealthbox CRM contacts are included in your Mailchimp marketing campaigns from the get-go. Simplifying your workload, this automation helps you maintain consistent communication with all your contacts.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add Subscriber to Tag

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Event

    Triggers when a new event is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Task

    Triggers when a new task is created.

    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 more

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 more

Related categories

  • CRM (Customer Relationship Management)

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