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
Integrate Mailchimp and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Subscriber added to segment
Triggers when a subscriber is added to a segment within a list
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 unsubscribes from list
Triggers when a subscriber unsubscribes from the selected list
List created
Triggers when a new list is created
Link clicked
Triggers when a link in a campaign is clicked. The first click alone will trigger.
Campaign created
Triggers when a new campaign is created or sent
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Send campaign
Sends a campaign from a stored draft
Add or remove subscriber from group
Adds or removes an existing subscriber from the selected group
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
Fetch campaign
Fetches an existing campaign by name
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 note
Creates a new note
Create event
Creates a new event
Create task
Creates a new task
Create contact
Creates a new contact
Create project
Creates a new project
Create opportunity
Creates a new opportunity
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
