MailerLite + Wealthbox CRM

MailerLite + Wealthbox CRM integrations

Add new Wealthbox CRM contacts to a MailerLite group as subscribers

Stay on top of your growing contact list with this efficient workflow. When a new contact is added in Wealthbox CRM, they'll be automatically enrolled as a subscriber in a specified MailerLite group. This automation allows you to seamlessly maintain your mailing list and keep engaging with your contacts without missing a beat.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add Subscriber to a GroupAdd existing subscriber to a specific group by email address.
ActionWrite

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More things you can do with Wealthbox CRM and MailerLite

Discover other triggers and actions you can use with Wealthbox CRM and MailerLite

New Comment
Triggers when a new comment is created.
Trigger
Instant
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- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
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New Project
Triggers when a new project is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
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- 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
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Contact ID
  Required
- 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
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Website Type
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
- Type
Action
Write
- Email Address
- Name
- Phone Number
- Id
- 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
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
Subscriber Opened Campaign
Triggers when a subscriber opens a campaign.
Trigger
Instant
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Spam Complaint
Triggers when a subscriber issues a spam complaint about an email.
Trigger
Instant
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- Automation
  Required
Trigger
Instant
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Subscriber Created
Triggers when a subscriber was created on your mailing list.
Trigger
Instant
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- Subscriber Group
  Required
Trigger
Instant
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Subscriber Unsubscribed
Triggers when a subscriber has unsubscribed from your mailing list.
Trigger
Instant
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- Subscriber Group
  Required
- Email
  Required
Action
Write
- Campaign name
  Required
- Email subject
  Required
- Email sender name
  Required
- Email from address
  Required
- Email content
  Required
- Subscriber Groups
- Subscriber Segments
Action
Write
- Subscriber Groups
- Email
  Required
- Resubscribe
Action
Write
- Campaign name
  Required
- Email subject
  Required
- Email sender name
  Required
- Email from address
  Required
- Email content
  Required
- Subscriber Groups
- Subscriber Segments
Action
Write
- Group name
  Required
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
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
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- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
Action
Search
Subscriber Clicked Campaign Link
Triggers when a subscriber clicks a link in a campaign.
Trigger
Instant
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Campaign Sent
Triggers when a campaign has been sent out.
Trigger
Instant
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- Subscriber Group
  Required
Trigger
Instant
Try It
Subscriber Bounced
Triggers when an email to a subscriber bounces.
Trigger
Instant
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Subscriber Deleted
Triggers when a subscriber is deleted or forgotten.
Trigger
Instant
Try It
- Automation
  Required
Trigger
Instant
Try It
Subscriber Fields Updated
Triggers when the subscriber fields have been updated.
Trigger
Instant
Try It
- Email
  Required
- New Email
  Required
Action
Write
- Group name
  Required
Action
Write
- Subscriber Group
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Email or name
  Required
Action
Search

About MailerLite

MailerLite’s super-fast email marketing platform helps you grow your business online using innovative email designs, automations, email segmentation and intuitive no-code tools to create websites, landing pages, and signup forms.

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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.