Mailchimp

Mailchimp + Wealthbox CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Mailchimp and Wealthbox CRM, with as many as 113 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Mailchimp + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Subscriber

Triggers when a new subscriber is added to an audience.

Add/Update Subscriber

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

Updated Subscriber

Triggers when a subscriber is added or updated in an audience.

Create Contact

Creates a new contact.

New Campaign

Triggers when a new campaign is created or sent.

Create Event

Creates a new event.

New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Event

Triggers when a new event is created.

Create Campaign

Creates a campaign draft.

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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

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

See Wealthbox CRM Integrations