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Mailchimp + Wealthbox CRM + QuickEmailVerification + Filter by Zapier

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

Identify if the email addresses associated with your new Wealthbox contacts are valid by verifying them with QuickEmailVerification. When a new contact is added to a specified list in your Wealthbox account, QuickEmailVerification verifies the email address and determines its validity. Valid contacts are then added to your Mailchimp list.

Identify if the email addresses associated with your new Wealthbox contacts are valid by verifying them with QuickEmailVerification. When a new contact is added to a specified list in your Wealthbox account, QuickEmailVerification verifies the email address and determines its validity. Valid contacts are then added to your Mailchimp list.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this...
    QuickEmailVerificationQuickEmailVerification
    Verify Email Address

    Verifies and determines the quality and deliverability of an email address. Read more about email verification results.

    ActionWrite
  3. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  4. then do this!
    MailchimpMailchimp
    Add/Update Subscriber

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    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.

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quickemailverification logo
quickemailverification logo

About QuickEmailVerification

QuickEmailVerification verifies emails in real-time at the entry point and prevents unreachable and low-quality emails from getting into your lists.

Related categories

filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories