Integrate Mailchimp with Wealthbox CRM

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

Explore prebuilt integration flows to get started

[esc]

Add new active contacts from Wealthbox CRM to Mailchimp

When you’re adding contacts to your CRM and want them added to another application as well, use this flow to automate the process. Every time a new contact is added to Wealthbox CRM, it is also added to a selected Mailchimp mailing list.

How it works
1. A new active contact is added to Wealthbox CRM.
2. Zoho Flow automatically adds the contact to the selected Mailchimp mailing list.
Use this flow
+

Add new active contacts from Wealthbox CRM to Mailchimp

Wealthbox CRM + Mailchimp

Build your own integrations between Mailchimp and Wealthbox CRM

Connect Mailchimp and Wealthbox CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Mailchimp and Wealthbox CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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.

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

All Actions - Actions are the automated tasks

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

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

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

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 >

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

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY