Mailchimp + Wealthbox CRM

Create tasks in Wealthbox CRM for new unsubscribers in Mailchimp

Manage your Mailchimp unsubscriber data in a streamlined way with this smart workflow. When someone opts out of your mailing list, a new task is immediately created in your Wealthbox CRM. This workflow helps keep your CRM data up-to-date, ensuring you can focus your efforts on growing and nurturing your subscriber base. The process takes care of itself, keeping your customer relationships intact and your marketing efforts focused.

Manage your Mailchimp unsubscriber data in a streamlined way with this smart workflow. When someone opts out of your mailing list, a new task is immediately created in your Wealthbox CRM. This workflow helps keep your CRM data up-to-date, ensuring you can focus your efforts on growing and nurturing your subscriber base. The process takes care of itself, keeping your customer relationships intact and your marketing efforts focused.

  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 Task

    Creates a new task.

    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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