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Quickly connect Mailchimp to Wealthbox CRM with a Zapier template.

Our most popular template

Add new Wealthbox CRM contacts to a Mailchimp list
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Wealthbox CRM + Mailchimp
Add new Mailchimp subscribers as contacts in Wealthbox CRM
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Mailchimp + Wealthbox CRM
Verify the emails of new Wealthbox contacts with QuickEmailVerification and add Mailchimp subscribers
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Wealthbox CRM + QuickEmailVerification + Filter by Zapier + 1 more
Create Wealthbox CRM notes for new Mailchimp unsubscribers
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Mailchimp + Wealthbox CRM
Add tags to Mailchimp when new contacts are created in Wealthbox CRM
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Wealthbox CRM + Mailchimp
Add new subscribers from Mailchimp to Wealthbox CRM as contacts
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Mailchimp + Wealthbox CRM

Add new Wealthbox CRM contacts to a Mailchimp list

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Wealthbox CRM + Mailchimp

Add new Mailchimp subscribers as contacts in Wealthbox CRM

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Mailchimp + Wealthbox CRM

Verify the emails of new Wealthbox contacts with QuickEmailVerification and add Mailchimp subscribers

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Wealthbox CRM + QuickEmailVerification + Filter by Zapier + 1 more

Create Wealthbox CRM notes for new Mailchimp unsubscribers

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Mailchimp + Wealthbox CRM

Add tags to Mailchimp when new contacts are created in Wealthbox CRM

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Wealthbox CRM + Mailchimp

Add new subscribers from Mailchimp to Wealthbox CRM as contacts

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Mailchimp + Wealthbox CRM

Add new Wealthbox CRM contacts to Mailchimp as tagged subscribers
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Wealthbox CRM + Mailchimp
Create tasks in Wealthbox CRM for new Mailchimp subscribers
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Mailchimp + Wealthbox CRM

How Zapier works

Zapier makes it easy to integrate Mailchimp with Wealthbox CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Campaign" from Mailchimp.

Add your action

An action happens after the trigger—such as "Add Member to Household" in Wealthbox CRM.

You’re connected!

Zapier seamlessly connects Mailchimp and Wealthbox CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Practical ways you can use Mailchimp and Wealthbox CRM

Track new subscribers in one place

When new subscribers are added to your Mailchimp email audience, Zapier automatically creates a new contact in Wealthbox CRM. This helps keep your marketing list and CRM updated without repetitive data entry. You can easily track and engage with new prospects while reducing administrative workload.

Business Owner

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Organize campaign interactions in CRM

When someone clicks a link in your Mailchimp email campaign, Zapier adds or updates their contact details in Wealthbox CRM. This lets marketing teams track engagement data directly in the CRM and prioritize leads for follow-up, saving time and keeping the team informed.

Marketing & Marketing Ops

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Use email activity to trigger tasks

When a subscriber interacts with a specific email in Mailchimp, such as clicking a link, Zapier creates a task in Wealthbox CRM. This automation ensures important leads or actions prompted by emails are flagged for follow-up steps, helping projects stay organized and ensuring no opportunity is missed.

Project Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Audience
- Status
Trigger
Polling
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Polling
Try It
- Store
  Required
Trigger
Polling
Try It
- Store
  Required
Trigger
Polling
Try It
- Audience
- Segment or Tag
  Required
Trigger
Polling
Try It
- Audience
- Email Address
  Required
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Tag name
  Required
Action
Write
- Tag name
  Required
- Company
  Required
- Address1
  Required
- Address2
- City
  Required
- State
  Required
- Zip
  Required
- Country
  Required
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
- Email Address
  Required
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Segment or Tag
  Required
- Email Address
  Required
Action
Write
- Name
  Required
Action
Search
- Audience
- Tag name
  Required
Action
Search
- Name
  Required
- Campaign Name
- Audience
- Segment or Tag
  Required
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Name
  Required
- Audience
- Audience
- Email Address
  Required
- New Email
- Status
  Required
- Double_optin
- Update Existing
- Replace Groups
- Groups
- Language
  Required
- Tag(s)
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Instant
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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
- Household
  Required
- Member
  Required
- Campaign Name
Action
Write
- Related Contact
- Campaign Name
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
  Required
- Location
Action
Write
- Related Contact
- Tag name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Street Address Type
Action
Write
- Category
- Member
  Required
- Type
- Tag name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Related Contact
- Label
Action
Write
- Email Address
  Required
- Tag name
  Required
- Phone
- Member
  Required
- 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
  Required
- Zip Code
- State
  Required
- Country
  Required
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
  Required
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tag(s)
- Note
  Required
- Contact Type
- Assigned To
- Referred By
Action
Search or write

- Audience
- Trigger each time a subscriber opens an email
Trigger
Polling
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Polling
Try It
- Audience
- Note_about_samples
Trigger
Instant
Try It
- Audience
Trigger
Instant
Try It
- Audience
- Note_about_samples
Trigger
Instant
Try It
- Campaign Name
- Audience
- Segment or Tag
  Required
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Email Address
  Required
- Tag name
  Required
- Properties
Action
Write
- Audience
- Email Address
  Required
- New Email
- Status
  Required
- Double_optin
- Update Existing
- Replace Groups
- Groups
- Language
  Required
- Tag(s)
Action
Write
- Audience
- Segment or Tag
  Required
- Email Address
  Required
Action
Write
- Audience
- Email Address
  Required
- Note
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Store
  Required
- Email Address
  Required
Action
Search
- Name
  Required
- Audience
Action
Search
- Audience
- Tag name
  Required
Action
Search or write
New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated.
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
  Required
- Zip Code
- State
  Required
- Country
  Required
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
  Required
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tag(s)
- Note
  Required
- Contact Type
- Assigned To
- Referred By
Action
Write
- Member
  Required
- Type
- Content
  Required
- Tag(s)
Action
Write
- Tag name
  Required
- Description
- Organizer
Action
Write
- Tag name
  Required
- Type
- Tag(s)
- Email Address
- Street Address Type
- Primary Street Address
Action
Write
- Email Address
  Required
- Tag name
  Required
- Phone
- Member
  Required
- Type
Action
Search

Learn how to automate Mailchimp on the Zapier blog

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 moreLearn moreHelpHelp

Related categories

Email Newsletters

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About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Mailchimp to Wealthbox CRM on the world's largest no-code automation platform

Explore Mailchimp + Wealthbox CRM Integrations

slack

Connect Mailchimp and Wealthbox CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Add new Wealthbox CRM contacts to a Mailchimp list

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Verify the emails of new Wealthbox contacts with QuickEmailVerification and add Mailchimp subscribers

Create Wealthbox CRM notes for new Mailchimp unsubscribers

Add tags to Mailchimp when new contacts are created in Wealthbox CRM

Add new subscribers from Mailchimp to Wealthbox CRM as contacts

Add new Wealthbox CRM contacts to a Mailchimp list

Add new Mailchimp subscribers as contacts in Wealthbox CRM

Verify the emails of new Wealthbox contacts with QuickEmailVerification and add Mailchimp subscribers

Create Wealthbox CRM notes for new Mailchimp unsubscribers

Add tags to Mailchimp when new contacts are created in Wealthbox CRM

Add new subscribers from Mailchimp to Wealthbox CRM as contacts

Add new Wealthbox CRM contacts to Mailchimp as tagged subscribers

Create tasks in Wealthbox CRM for new Mailchimp subscribers

How Zapier works

Choose a trigger

Add your action

You’re connected!

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Practical ways you can use Mailchimp and Wealthbox CRM

Track new subscribers in one place

Organize campaign interactions in CRM

Use email activity to trigger tasks

Supported triggers and actions

Learn how to automate Mailchimp on the Zapier blog

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Connect Mailchimp to Wealthbox CRM on the world's largest no-code automation platform

Explore Mailchimp + Wealthbox CRM Integrations

Explore Mailchimp + Wealthbox CRM Integrations