Calendly + Mailchimp + Wealthbox CRM Integrations

How to connect Calendly + Mailchimp + Wealthbox CRM

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Do even more with Calendly + Mailchimp + Wealthbox CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Calendly, Mailchimp, and Wealthbox CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Webhook subscription scopeRequired
Trigger
Instant
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- Webhook subscription scopeRequired
Trigger
Instant
Try It
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- Audience
- Trigger each time a subscriber opens an email
Trigger
Scheduled
Try It

New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
Try It
- AudienceRequired
- Note About Samples
Trigger
Instant
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- AudienceRequired
Trigger
Instant
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- AudienceRequired
- Note About Samples
Trigger
Instant
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- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- Custom Event NameRequired
- Properties
Action
Write
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- AudienceRequired
- Email AddressRequired
- NoteRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- StoreRequired
- Email AddressRequired
Action
Search
- SearchRequired
- Audience
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search or write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
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New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- HouseholdRequired
- MemberRequired
- TitleRequired
Action
Write
- Related Contact
- TitleRequired
- Description
- Starts AtRequired
- Ends AtRequired
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- NameRequired
- Description
- Target Close DateRequired
- ProbabilityRequired
- Opportunity StageRequired
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- NameRequired
- Due DateRequired
- Description
- Assignment TypeRequired
- Complete
- Priority
Action
Write
- Workflow TemplateRequired
- Linked to TypeRequired
- Linked to IdRequired
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write

- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- 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
- AudienceRequired
- Segment or TagRequired
Trigger
Scheduled
Try It
- AudienceRequired
- Email AddressRequired
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- Tag nameRequired
Action
Write
- NameRequired
- CompanyRequired
- Address 1Required
- Address 2
- CityRequired
- StateRequired
- ZipRequired
- CountryRequired
- Phone
- Permission ReminderRequired
- Email Type OptionRequired
- From NameRequired
- From EmailRequired
- SubjectRequired
- LanguageRequired
- Notify On Subscribe
- Notify On Unsubscribe
- Double Optin
- Marketing Permissions
- Use Archive Bar
Action
Write
- AudienceRequired
- Email AddressRequired
- Delete Contact
Action
Write
- CampaignRequired
Action
Write
- AudienceRequired
- TagRequired
- Email AddressRequired
Action
Write
- NameRequired
Action
Search
- AudienceRequired
- Tag nameRequired
Action
Search
- NameRequired
- Campaign Name
- AudienceRequired
- Segment or Tag
- Email SubjectRequired
- Preview Text
- From NameRequired
- From Email AddressRequired
- To Name
- Content Type
Action
Search or write
- SearchRequired
- Audience
- AudienceRequired
- Subscriber EmailRequired
- New Email
- StatusRequired
- Double Opt-In
- Update Existing
- Replace Groups
- Groups
- Language Code
- Tag(s)
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write
- Related Contact
- Type
- ContentRequired
- Tags
Action
Write
- NameRequired
- DescriptionRequired
- Organizer
Action
Write
- NameRequired
- TypeRequired
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search

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How Calendly + Mailchimp + Wealthbox CRM Integrations Work

Step 1: Authenticate Calendly, Mailchimp, and Wealthbox CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Calendly + Mailchimp + Wealthbox CRM

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more Help

Related categories

Scheduling & Booking

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 Help

Related categories

Email Newsletters

Similar apps

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)

Calendly + Mailchimp + Wealthbox CRM Integrations

How to connect Calendly + Mailchimp + Wealthbox CRM

Do even more with Calendly + Mailchimp + Wealthbox CRM

Invitee Canceled

Invitee No Show Created

Cancel Scheduled Event

Find User

Email Opened

New Audience

New Subscriber

New Unsubscriber

New or Updated Subscriber

Create Campaign

Click Report

Create Custom Event

Add/Update Subscriber

Remove Subscriber from Tag

Add Note to Subscriber

API Request (Beta)

Find Customer

Find a Subscriber

Find or Create Tag

New Comment

New Event

New Opportunity

Task Complete

New Workflow

Add Member to Household

Create Event

Create Opportunity

Create Task

Start Workflow

Find or Create a Contact

Invitee Created

Create One-Off Meeting

Mark Invitee as No Show

New Campaign

Link Clicked

New Customer

New Order

New Subscriber in Segment or Tag

Archive Subscriber

Campaign Report

Create Tag

Create Audience

Unsubscribe or Delete Contact action

Send Campaign

Add Subscriber to Tag

Find a Campaign

Find Tag

Find or Create Campaign

Find or Create Subscriber

New Contact

New Note

New Project

New Task

Workflow Step Complete

Create Contact

Create Note

Create Project

Create Household

Find Contact

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