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Add new Wealthbox CRM contacts to a MailChimp list

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Add/Update Subscriber

Instead of performing a one-time import of your Wealthbox contacts to a MailChimp subscriber list, leverage Zapier do it for you. After you've set it all up, this Wealthbox CRM-MailChimp integration will automatically add any new contact in your Wealthbox CRM account to your MailChimp subscriber list as they are created.

Note: This Zapier integration doesn't import already existing contacts from your Wealthbox CRM account into your MailChimp subscribers list, just new contacts after the Zap is turned on.

How It Works

  1. A new contact is added on Wealthbox CRM
  2. Zapier adds a new subscriber to MailChimp

What You Need

  • Wealthbox CRM account
  • MailChimp account
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Connect Mailchimp + Wealthbox CRM in Minutes

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

All Triggers & Actions

New Campaign

Triggers when a new campaign is created or sent.

InstantNew Subscriber

Triggers when a new subscriber is added to an audience.

New Subscriber With Tag

Triggers when a subscriber is added to a Tag within an audience.

Add Member to Household

Adds a new family member to a household.

Create Event

Creates a new event.

New Audience

Triggers when a new audience is added to your MailChimp accounts.

InstantNew Unsubscriber

Triggers when any current subscriber unsubscribes from an audience.

InstantUpdated Subscriber

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

Create Contact

Creates a new contact.

Create Note

Creates a new note.

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