Mailchimp + Wealthbox CRM

Create tasks in Wealthbox CRM for new Mailchimp subscribers

Easily manage your new subscribers from Mailchimp in your Wealthbox CRM. Whenever you acquire a new subscriber in Mailchimp, this workflow initiates a task creation process in Wealthbox CRM. This smooth and efficient task management offers a streamlined solution for subscriber follow-up, ensuring no new lead goes unattended. Enhance your lead management process with this effective business automation.

Easily manage your new subscribers from Mailchimp in your Wealthbox CRM. Whenever you acquire a new subscriber in Mailchimp, this workflow initiates a task creation process in Wealthbox CRM. This smooth and efficient task management offers a streamlined solution for subscriber follow-up, ensuring no new lead goes unattended. Enhance your lead management process with this effective business automation.

  1. When this happens...
    MailchimpMailchimp
    New Subscriber

    Triggers when a new subscriber is added to an audience.

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

    Creates a new task.

    ActionWrite
Start free with email
Start free with email
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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 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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