Integrate Wealthbox CRM with Mailchimp
Send information between Wealthbox CRM and Mailchimp automatically, without writing any code, using Zoho Flow.
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Add new active contacts from Wealthbox CRM to Mailchimp
How it works
Add new active contacts from Wealthbox CRM to Mailchimp
Wealthbox CRM + Mailchimp
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New note
Triggers when a new note is created
New event
Triggers when a new event is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
Subscriber added to segment
Triggers when a subscriber is added to a segment within a list
Subscriber unsubscribes from list
Triggers when a subscriber unsubscribes from the selected list
Campaign created
Triggers when a new campaign is created or sent
Subscriber updated in list
Triggers when a subscriber is updated in the selected list
Email Opened
Triggers when a new email is opened. If an email is opened multiple times during a polling interval, the latest will be considered.
List created
Triggers when a new list is created
Subscription added to list
Triggers when a new subscriber is added to the selected list
Campaign status updated
Triggers when a campaign status is updated
Link clicked
Triggers when a link in a campaign is clicked. The first click alone will trigger.
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create note
Creates a new note
Fetch contact
Fetches a contact by email
Fetch campaign
Fetches the details of an existing campaign by name
Send campaign
Sends a campaign from a stored draft
Add or update subscriber
Adds a new subscriber or updates an existing subscriber
Create campaign
Creates a new campaign and stores it as a draft
Add or remove subscriber from group
Adds or removes an existing subscriber from the selected group
Add or update tags for subscriber
Adds or updates tags for an existing subscriber
Fetch list
Fetches the details of an existing list by ID
Remove subscriber
Removes a subscriber from the selected list
Fetch subscriber
Fetches the details of an existing subscriber by email address from the selected list
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
Similar apps
What is Mailchimp?
Mailchimp is a marketing automation tool that lets you find and really connect with your audience. You can personalize emails, find prospective customers on social media, and analyze your performance using dashboard insights.
Bulid comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Know more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Know more
Toto
Technical Engineer, Master Liveaboards
