Integrate Wealthbox CRM with Mailchimp
Send information between Wealthbox CRM and Mailchimp automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Wealthbox CRM and Mailchimp using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
All Actions - Actions are the automated tasks
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
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
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.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
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! Learn more
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Technical Engineer, Master Liveaboards
