Integrate Mailchimp with Wealthbox CRM

Send information between Mailchimp and Wealthbox CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Campaign created

Triggers when a new campaign is created or sent

Link clicked

Triggers when a link in a campaign is clicked. The first click alone will trigger.

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

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

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.

Subscriber updated in list

Triggers when a subscriber is updated in the selected list

New opportunity

Triggers when a new opportunity 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 workflow

Triggers when a new workflow 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

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

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

Fetch campaign

Fetches an existing campaign by name

Send campaign

Sends a campaign from a stored draft

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 a subscriber by email address from the selected list

Create contact

Creates a new contact

Create event

Creates a new event

Create project

Creates a new project

Create opportunity

Creates a new opportunity

Create note

Creates a new note

Create task

Creates a new task

Fetch contact

Fetches a contact by email

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.

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.

CRM

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Know more

Owain ap Rees

Sales Director, Artico

In other words, we use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have the 'forgotten repairs' anymore. Know more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Know more

Toto

Technical Engineer, Master Liveaboards

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