created by Jay Fox
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 2 steps …
- 1 minute to set up
- Get back 1.2 hrs /week
- 19 people use this app pairing
This Zap uses the following 2 apps
Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.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.