Add new Wealthbox CRM contacts to a MailChimp list
When this happensStep 1: New Contact
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
- A new contact is added on Wealthbox CRM
- Zapier adds a new subscriber to MailChimp
What You Need
- Wealthbox CRM account
- MailChimp account