Integrating MailChimp with Wealthbox CRM by AI Agents and Assistants

Triggers when a cleaned subscriber

Triggers when member click a link.

Triggers every time a new campaign is created or sent.

Triggers when a new list is added.

Triggers whenever a new subscriber is added to a list.

Triggers when a unsubscribe subscriber

Triggers whenever a subscriber is added or updated in a list.

Triggers when a new comment is created.

Triggers when a new contact is created.

Triggers when a new event is created.

Triggers when a new note is created.

Triggers when a new opportunity is created.

Triggers when a new project is created.

Triggers when a new workflow is created.

Adds a new note to an existing subscriber.

Add subscriber's email address to a static segment within a list. Note: the email address must already be subscribed to the list, or this will fail.

Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail.

Add a new subscriber to a list of your choice. (Note: This Connect can be used to update an existing subscriber too.)

Set up a campaign draft.

Delete tag within a List

Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail

Sends a campaign draft.

Unsubscribe an email address from your selected list.

Adds a new family member to a household.

Creates a new contact.

Creates a new event.

Create a new household

Creates a new note.

Creates a new opportunity.

Creates a new project.

Creates a new task.

Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.